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WisdomTree International MidCap Dividend Fund

33 hedge funds and large institutions have $43.2M invested in WisdomTree International MidCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $39.1M → $43.2M (+$4.04M)

3% more funds holding

Funds holding: 3233 (+1)

0.39% less ownership

Funds ownership: 33.83%33.44% (-0.39%)

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howland Capital Management
Massachusetts
$10.3M +$181K +3,363 +2%
ST
2
Spinnaker Trust
Maine
$7.09M +$1.05M +19,447 +18%
GIA
3
GHP Investment Advisors
Colorado
$3.05M +$229K +4,250 +8%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.98M -$358K -6,642 -11%
Morgan Stanley
5
Morgan Stanley
New York
$2.78M -$57K -1,059 -2%
Bank of America
6
Bank of America
North Carolina
$1.83M +$225K +4,174 +15%
LWI
7
Long Wharf Investors
Massachusetts
$1.79M -$450K -8,359 -21%
Wells Fargo
8
Wells Fargo
California
$1.73M -$263K -4,879 -14%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.46M +$20.5K +380 +1%
VKH
10
Virtu KCG Holdings
New York
$1.18M +$1.13M +21,024 New
NA
11
Nottingham Advisors
New York
$1.11M -$174K -3,240 -14%
U
12
UBS
Switzerland
$1.08M +$151K +2,807 +17%
CCM
13
Condor Capital Management
New Jersey
$1.01M +$151K +2,811 +19%
3AM
14
3D Asset Management
Connecticut
$979K -$124K -2,295 -12%
Invesco
15
Invesco
Georgia
$935K +$47.2K +876 +6%
GW
16
GW & Wade
Massachusetts
$687K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$634K +$121K +2,250 +25%
SNC
18
Stifel Nicolaus & Co
Missouri
$612K +$82.6K +1,535 +16%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$504K +$484K +8,986 New
CWM
20
Concert Wealth Management
California
$336K +$24.2K +450 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$276K +$169K +3,130 +175%
AIG
22
American International Group
New York
$238K +$20.5K +380 +10%
LPL Financial
23
LPL Financial
California
$217K -$20.2K -376 -9%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$101K
TCOV
25
Trust Company of Vermont
Vermont
$75K

DIM Hedge Fund Activity: Q3 2013 in Review

33 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2013, worth a combined $43.2M — up 10% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DIM positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Spinnaker Trust, adding an estimated $1.05M. The largest seller was Jane Street, exiting entirely with an estimated $1.41M sold.

  • 33 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2013, up from 32 in Q2 2013.
  • Funds reported $43.2M of WisdomTree International MidCap Dividend Fund stock for Q3 2013, up 10% quarter-over-quarter.
  • 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2013 and 2 closed out, a net change of +2 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2013 was Spinnaker Trust, an estimated $1.05M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2013 was Jane Street, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2013.