WisdomTree International MidCap Dividend Fund
DIM
57 hedge funds and large institutions have $76M invested in WisdomTree International MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
23% more capital invested
Capital invested by funds: $61.7M → $76M (+$14.3M)
16% more funds holding
Funds holding: 49 → 57 (+8)
5.98% more ownership
Funds ownership: 40.88% → 46.86% (+6%)
45% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.49M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$713K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$694K |
| 4 |
Goldman Sachs
New York
|
+$597K |
| 5 |
Bank of New York Mellon
New York
|
+$439K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
-$5.58M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.13M |
| 3 |
Morgan Stanley
New York
|
-$980K |
| 4 |
IWA
Intercontinental Wealth Advisors
San Antonio,
Texas
|
-$239K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $6.36K | – | – | – |
|
|
FCM
52
Firestone Capital Management
Coral Gables,
Florida
| $6K | -$33.1K | -555 | -85% |
|
53
Fifth Third Bancorp
Cincinnati,
Ohio
| $6K | – | – | – |
|
|
FFA
54
Founders Financial Alliance
Raleigh,
North Carolina
| $6K | – | – | – |
|
55
JP Morgan Chase
New York
| $6K | +$5.5K | +92 | New |
|
|
FGAM
56
Financial Gravity Asset Management
Lakeway,
Texas
| $1K | +$896 | +15 | New |
|
|
KAS
57
Kestra Advisory Services
Austin,
Texas
| – | -$3.13M | -56,102 | Closed |
|
|
58
Ameriprise
Minneapolis,
Minnesota
| – | -$204K | -3,649 | Closed |
|
|
HR
59
Howe & Rusling
Rochester,
New York
| – | -$70K | -1,243 | Closed |
|
|
PFS
60
Prospera Financial Services
Dallas,
Texas
| – | -$17K | -295 | Closed |
|
|
CFGS
61
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$13.4K | -225 | Closed |
|
|
SIAG
62
Safeguard Investment Advisory Group
Corona,
California
| – | +$179 | +3 | New |
|
DIM Hedge Fund Activity: Q4 2020 in Review
57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2020, worth a combined $76M — up 23% from $61.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DIM positions and 5 closed out — a net gain of 8 holders — while 11 added to existing stakes and 20 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $3.49M. The largest seller was Howland Capital Management, cutting an estimated $5.58M.
- 57 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2020, up from 49 in Q3 2020.
- Funds reported $76M of WisdomTree International MidCap Dividend Fund stock for Q4 2020, up 23% quarter-over-quarter.
- 13 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2020 and 5 closed out, a net change of +8 holders.
- The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2020 was Citadel Advisors, an estimated $3.49M added.
- The largest WisdomTree International MidCap Dividend Fund seller in Q4 2020 was Howland Capital Management, an estimated $5.58M sold.
Based on aggregated 13F filings for Q4 2020.