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WisdomTree International MidCap Dividend Fund

43 hedge funds and large institutions have $66.1M invested in WisdomTree International MidCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $61.1M → $66.1M (+$4.97M)

2% more funds holding

Funds holding: 4243 (+1)

0.53% more ownership

Funds ownership: 43.15%43.68% (+0.53%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
22
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howland Capital Management
Massachusetts
$14.3M +$303K +4,944 +2%
ST
2
Spinnaker Trust
Maine
$8.83M +$590K +9,637 +7%
OCM
3
One Capital Management
California
$6.87M +$123K +2,008 +2%
GIA
4
GHP Investment Advisors
Colorado
$4.78M +$377K +6,158 +9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$4.57M +$844K +13,781 +23%
Morgan Stanley
6
Morgan Stanley
New York
$3.87M +$18.8K +307 +0.5%
Bank of America
7
Bank of America
North Carolina
$2.58M +$111K +1,818 +5%
SMC
8
Smith, Moore & Co
Missouri
$2.5M +$40.7K +665 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.26M +$458K +7,482 +26%
Wells Fargo
10
Wells Fargo
California
$1.65M +$43.3K +707 +3%
GW
11
GW & Wade
Massachusetts
$1.57M +$694K +11,340 +81%
U
12
UBS
Switzerland
$1.51M -$3.37K -55 -0.2%
Invesco
13
Invesco
Georgia
$1.48M +$161K +2,636 +12%
CCM
14
Condor Capital Management
New Jersey
$1.42M +$127K +2,081 +10%
VKH
15
Virtu KCG Holdings
New York
$955K +$946K +15,461 New
3AM
16
3D Asset Management
Connecticut
$938K -$19K -310 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$885K +$68.9K +1,125 +9%
I2I
18
Insight 2811 Inc
Illinois
$867K
Stifel Financial
19
Stifel Financial
Missouri
$727K +$10.5K +172 +1%
AIG
20
American International Group
New York
$555K +$15.1K +247 +3%
LWI
21
Long Wharf Investors
Massachusetts
$526K -$8.57K -140 -2%
Jane Street
22
Jane Street
New York
$415K -$33K -539 -7%
CWM
23
Concert Wealth Management
California
$347K -$673 -11 -0.2%
LPL Financial
24
LPL Financial
California
$280K -$7.04K -115 -2%
AP
25
Advisor Partners
California
$218K +$429 +7 +0.2%

DIM Hedge Fund Activity: Q2 2014 in Review

43 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q2 2014, worth a combined $66.1M — up 8.1% from $61.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DIM positions and 3 closed out — a net gain of 1 holder — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $946K. The largest seller was Royal Bank of Canada, cutting an estimated $877K.

  • 43 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q2 2014, up from 42 in Q1 2014.
  • Funds reported $66.1M of WisdomTree International MidCap Dividend Fund stock for Q2 2014, up 8.1% quarter-over-quarter.
  • 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q2 2014 and 3 closed out, a net change of +1 holder.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q2 2014 was Virtu KCG Holdings, an estimated $946K added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q2 2014 was Royal Bank of Canada, an estimated $877K sold.

Based on aggregated 13F filings for Q2 2014.