WisdomTree International MidCap Dividend Fund
DIM
55 hedge funds and large institutions have $52.3M invested in WisdomTree International MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.
4% less funds holding
Funds holding: 57 → 55 (-2)
10.63% less ownership
Funds ownership: 46.86% → 36.23% (-11%)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
31% less capital invested
Capital invested by funds: $76M → $52.3M (-$23.7M)
32% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.06M |
| 2 |
Jane Street
New York
|
+$834K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$573K |
| 4 |
TC
Tacita Capital
Toronto,
Ontario, Canada
|
+$368K |
| 5 |
LPL Financial
San Diego,
California
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
-$16.4M |
| 2 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$7.83M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.6M |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$431K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$384K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
51
MTM Investment Management
Spartanburg,
South Carolina
| $4K | -$38.3K | -580 | -90% |
|
|
HCP
52
Hexagon Capital Partners
Rogers,
Arkansas
| $4K | -$25.2K | -382 | -86% |
|
|
CIAS
53
Capital Investment Advisory Services
Raleigh,
North Carolina
| $4K | +$4.29K | +65 | New |
|
|
FFA
54
Founders Financial Alliance
Raleigh,
North Carolina
| $3K | -$3.57K | -54 | -54% |
|
|
FGAM
55
Financial Gravity Asset Management
Lakeway,
Texas
| $206 | -$792 | -12 | -80% |
|
|
BFG
56
Berger Financial Group
Plymouth,
Minnesota
| – | -$7.83M | -123,079 | Closed |
|
|
SAM
57
SignalPoint Asset Management
Springfield,
Missouri
| – | -$431K | -6,780 | Closed |
|
|
FIM
58
Freedom Investment Management
Hartford,
Connecticut
| – | -$384K | -6,043 | Closed |
|
59
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$10K | -160 | Closed |
|
60
JP Morgan Chase
New York
| – | -$6K | -92 | Closed |
|
DIM Hedge Fund Activity: Q1 2021 in Review
55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2021, worth a combined $52.3M — down 31% from $76M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DIM and 5 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 13 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.06M. The largest seller was Howland Capital Management, cutting an estimated $16.4M.
- 55 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2021, down from 57 in Q4 2020.
- Funds reported $52.3M of WisdomTree International MidCap Dividend Fund stock for Q1 2021, down 31% quarter-over-quarter.
- 5 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2021 and 6 closed out, a net change of -1 holder.
- The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2021 was Susquehanna International Group, an estimated $1.06M added.
- The largest WisdomTree International MidCap Dividend Fund seller in Q1 2021 was Howland Capital Management, an estimated $16.4M sold.
Based on aggregated 13F filings for Q1 2021.