WisdomTree International MidCap Dividend Fund
DIM
48 hedge funds and large institutions have $45.5M invested in WisdomTree International MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 7 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
1.49% less ownership
Funds ownership: 35.21% → 33.72% (-1.5%)
6% less funds holding
Funds holding: 51 → 48 (-3)
8% less capital invested
Capital invested by funds: $49.7M → $45.5M (-$4.22M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
GHP Investment Advisors
Denver,
Colorado
|
+$288K |
| 2 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
+$125K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$87.4K |
| 4 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$65.7K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$65.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$1.04M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$616K |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$285K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$277K |
| 5 |
Morgan Stanley
New York
|
-$192K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFM
51
Signet Financial Management
Parsippany,
New Jersey
| – | -$58K | -861 | Closed |
|
|
RPCONE
52
Retirement Planning Company of New England
Warwick,
Rhode Island
| – | -$34K | -515 | Closed |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11K | -159 | Closed |
|
DIM Hedge Fund Activity: Q1 2022 in Review
48 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2022, worth a combined $45.5M — down 8.5% from $49.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of DIM and 5 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 14 added.
The largest buyer was GHP Investment Advisors, adding an estimated $288K. The largest seller was Bank of New York Mellon, cutting an estimated $1.04M.
- 48 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2022, down from 51 in Q4 2021.
- Funds reported $45.5M of WisdomTree International MidCap Dividend Fund stock for Q1 2022, down 8.5% quarter-over-quarter.
- 5 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2022 and 7 closed out, a net change of -2 holders.
- The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2022 was GHP Investment Advisors, an estimated $288K added.
- The largest WisdomTree International MidCap Dividend Fund seller in Q1 2022 was Bank of New York Mellon, an estimated $1.04M sold.
Based on aggregated 13F filings for Q1 2022.