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WisdomTree International MidCap Dividend Fund

43 hedge funds and large institutions have $57.2M invested in WisdomTree International MidCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

8% more funds holding

Funds holding: 4043 (+3)

0.02% more ownership

Funds ownership: 43.74%43.76% (+0.02%)

9% less capital invested

Capital invested by funds: $63.1M → $57.2M (-$5.92M)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howland Capital Management
Massachusetts
$13.7M +$524K +9,372 +4%
OCM
2
One Capital Management
California
$6.76M +$323K +5,767 +5%
GIA
3
GHP Investment Advisors
Colorado
$4.66M +$121K +2,163 +3%
Morgan Stanley
4
Morgan Stanley
New York
$3.83M +$153K +2,731 +4%
SEIA
5
Signature Estate & Investment Advisors
California
$2.93M +$2.95M +52,739 New
Bank of America
6
Bank of America
North Carolina
$2.78M +$1.13M +20,198 +68%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.56M +$423K +7,557 +20%
SMC
8
Smith, Moore & Co
Missouri
$2.49M +$66K +1,180 +3%
CPIG
9
Chicago Partners Investment Group
Illinois
$1.99M +$2M +35,702 New
Invesco
10
Invesco
Georgia
$1.54M -$21.9K -392 -1%
CCM
11
Condor Capital Management
New Jersey
$1.47M +$56.1K +1,003 +4%
UBS Group
12
UBS Group
Switzerland
$1.39M +$1.4M +24,986 New
Wells Fargo
13
Wells Fargo
California
$1.28M -$246K -4,392 -16%
OMC
14
Old Mission Capital
Illinois
$1.19M +$1.2M +21,457 New
VKH
15
Virtu KCG Holdings
New York
$987K +$2.07K +37 +0.2%
GW
16
GW & Wade
Massachusetts
$954K -$32.7K -585 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$932K +$75K +1,341 +9%
I2I
18
Insight 2811 Inc
Illinois
$781K
Stifel Financial
19
Stifel Financial
Missouri
$729K +$60.9K +1,088 +9%
3AM
20
3D Asset Management
Connecticut
$591K -$59.2K -1,059 -9%
AIG
21
American International Group
New York
$536K -$26.8K -480 -5%
ST
22
Spinnaker Trust
Maine
$459K -$363K -6,482 -44%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$449K -$43.2K -772 -9%
LPL Financial
24
LPL Financial
California
$331K +$67.5K +1,206 +25%
SG Americas Securities
25
SG Americas Securities
New York
$311K +$313K +5,600 New

DIM Hedge Fund Activity: Q4 2014 in Review

43 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2014, worth a combined $57.2M — down 9.4% from $63.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIM positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $2.95M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.79M sold.

  • 43 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2014, up from 40 in Q3 2014.
  • Funds reported $57.2M of WisdomTree International MidCap Dividend Fund stock for Q4 2014, down 9.4% quarter-over-quarter.
  • 8 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2014 and 4 closed out, a net change of +4 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2014 was Signature Estate & Investment Advisors, an estimated $2.95M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2014 was Susquehanna International Group, an estimated $7.79M sold.

Based on aggregated 13F filings for Q4 2014.