WisdomTree International MidCap Dividend Fund
DIM
48 hedge funds and large institutions have $75.4M invested in WisdomTree International MidCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 11 closing their positions.
8.41% less ownership
Funds ownership: 52.41% → 43.99% (-8.4%)
13% less funds holding
Funds holding: 55 → 48 (-7)
15% less capital invested
Capital invested by funds: $88.5M → $75.4M (-$13.1M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
64% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 11
70% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.09M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$934K |
| 3 |
PTP
Platform Technology Partners
New York
|
+$192K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$110K |
| 5 |
IWA
Intercontinental Wealth Advisors
San Antonio,
Texas
|
+$76.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
-$9.82M |
| 2 |
Bank of New York Mellon
New York
|
-$4.95M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.53M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.71M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JPG
51
Jordan Park Group
San Francisco,
California
| – | -$529K | -11,282 | Closed |
|
52
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$400K | -8,536 | Closed |
|
|
WIA
53
Wealthstreet Investment Advisors
Dallas,
Texas
| – | -$325K | -6,940 | Closed |
|
|
LWCFA
54
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$89K | -1,900 | Closed |
|
|
NSIM
55
North Star Investment Management
Chicago,
Illinois
| – | -$70K | -1,500 | Closed |
|
56
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$60K | -1,272 | Closed |
|
|
NFG
57
Next Financial Group
Houston,
Texas
| – | -$24K | -513 | Closed |
|
58
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$10K | -215 | Closed |
|
|
FGAM
59
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$2.76K | -59 | Closed |
|
DIM Hedge Fund Activity: Q2 2020 in Review
48 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q2 2020, worth a combined $75.4M — down 15% from $88.5M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of DIM and 4 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 7 added.
The largest buyer was Jane Street, opening a new position worth an estimated $4.09M. The largest seller was Howland Capital Management, cutting an estimated $9.82M.
- 48 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q2 2020, down from 55 in Q1 2020.
- Funds reported $75.4M of WisdomTree International MidCap Dividend Fund stock for Q2 2020, down 15% quarter-over-quarter.
- 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q2 2020 and 11 closed out, a net change of -7 holders.
- The largest WisdomTree International MidCap Dividend Fund buyer in Q2 2020 was Jane Street, an estimated $4.09M added.
- The largest WisdomTree International MidCap Dividend Fund seller in Q2 2020 was Howland Capital Management, an estimated $9.82M sold.
Based on aggregated 13F filings for Q2 2020.