We are live on ! Find out more
DIM icon

WisdomTree International MidCap Dividend Fund

42 hedge funds and large institutions have $61.1M invested in WisdomTree International MidCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

28% more capital invested

Capital invested by funds: $47.8M → $61.1M (+$13.3M)

17% more funds holding

Funds holding: 3642 (+6)

8.73% more ownership

Funds ownership: 34.42%43.15% (+8.7%)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howland Capital Management
Massachusetts
$13.7M +$1.9M +32,247 +17%
ST
2
Spinnaker Trust
Maine
$8.03M +$152K +2,576 +2%
OCM
3
One Capital Management
California
$6.58M +$6.45M +109,246 New
GIA
4
GHP Investment Advisors
Colorado
$4.29M +$342K +5,792 +9%
Morgan Stanley
5
Morgan Stanley
New York
$3.75M +$405K +6,855 +12%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$3.63M +$3.16M +53,572 +795%
Bank of America
7
Bank of America
North Carolina
$2.41M +$115K +1,951 +5%
SMC
8
Smith, Moore & Co
Missouri
$2.4M +$27.6K +468 +1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.75M +$86.4K +1,464 +5%
Wells Fargo
10
Wells Fargo
California
$1.57M -$138K -2,337 -8%
U
11
UBS
Switzerland
$1.48M +$144K +2,439 +11%
Invesco
12
Invesco
Georgia
$1.28M +$228K +3,854 +22%
CCM
13
Condor Capital Management
New Jersey
$1.26M +$27.3K +463 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.07M +$908K +15,372 +624%
3AM
15
3D Asset Management
Connecticut
$934K -$85.1K -1,441 -9%
I2I
16
Insight 2811 Inc
Illinois
$858K +$829K +14,040 New
GW
17
GW & Wade
Massachusetts
$848K +$4.49K +76 +0.5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$796K +$48.1K +815 +7%
Stifel Financial
19
Stifel Financial
Missouri
$699K +$685K +11,599 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$610K -$2.37M -40,180 -80%
AIG
21
American International Group
New York
$526K +$237K +4,012 +85%
LWI
22
Long Wharf Investors
Massachusetts
$521K -$1.56M -26,410 -75%
Jane Street
23
Jane Street
New York
$437K +$429K +7,263 New
CWM
24
Concert Wealth Management
California
$352K -$6.97K -118 -2%
LPL Financial
25
LPL Financial
California
$280K +$41K +695 +18%

DIM Hedge Fund Activity: Q1 2014 in Review

42 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2014, worth a combined $61.1M — up 28% from $47.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DIM positions and 3 closed out — a net gain of 6 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.16M. The largest seller was Susquehanna International Group, cutting an estimated $2.37M.

  • 42 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2014, up from 36 in Q4 2013.
  • Funds reported $61.1M of WisdomTree International MidCap Dividend Fund stock for Q1 2014, up 28% quarter-over-quarter.
  • 9 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2014 and 3 closed out, a net change of +6 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2014 was Bank of New York Mellon, an estimated $3.16M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2014 was Susquehanna International Group, an estimated $2.37M sold.

Based on aggregated 13F filings for Q1 2014.