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WisdomTree International MidCap Dividend Fund

72 hedge funds and large institutions have $139M invested in WisdomTree International MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

20% more funds holding

Funds holding: 6072 (+12)

2% more capital invested

Capital invested by funds: $137M → $139M (+$2.13M)

0.15% more ownership

Funds ownership: 53.55%53.7% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
72
Holders Change
+12
Holders Change %
+20%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
15
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
51
Intercontinental Wealth Advisors
Texas
$68K -$275K -4,332 -80%
BWA
52
BDO Wealth Advisors
Florida
$65K -$7.29K -115 -10%
US Bancorp
53
US Bancorp
Minnesota
$43K
FCM
54
Firestone Capital Management
Florida
$43K +$41.5K +655 New
CAC
55
Certified Advisory Corp
Florida
$38K
RG
56
Retirement Group
California
$37K +$35.5K +560 New
NFG
57
Next Financial Group
Texas
$34K
APA
58
American Portfolios Advisors
New York
$33.8K +$3.81K +60 +13%
CHA
59
Carmichael Hill & Associates
Maryland
$30K +$29.4K +464 New
RIA
60
Realta Investment Advisors
Delaware
$22K
EFSCE
61
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
CFGS
62
Concourse Financial Group Securities
Alabama
$15K +$14.3K +225 New
FPFS
63
First Personal Financial Services
North Carolina
$14K +$13.1K +206 New
IFWM
64
Institute for Wealth Management
Colorado
$13K +$13K +205 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$12K +$12.1K +190 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$11K
SIC
67
Salem Investment Counselors
North Carolina
$10K
LWA
68
Lowe Wealth Advisors
Maryland
$9K
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$7K +$6.91K +109 New
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$7K +$7.1K +112 New
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.57K
JFA
72
JNBA Financial Advisors
Minnesota
$6K +$5.52K +87 New
Goldman Sachs
73
Goldman Sachs
New York
-$738K -12,242 Closed
UBS AM
74
UBS AM
Illinois
-$16.9K -280 Closed
FAAS
75
First Allied Advisory Services
California
-$7K -110 Closed

DIM Hedge Fund Activity: Q4 2019 in Review

72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2019, worth a combined $139M — up 1.5% from $137M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DIM positions and 4 closed out — a net gain of 12 holders — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.76M. The largest seller was One Capital Management, cutting an estimated $9.41M.

  • 72 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2019, up from 60 in Q3 2019.
  • Funds reported $139M of WisdomTree International MidCap Dividend Fund stock for Q4 2019, up 1.5% quarter-over-quarter.
  • 16 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2019 and 4 closed out, a net change of +12 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2019 was Susquehanna International Group, an estimated $3.76M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2019 was One Capital Management, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2019.