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WisdomTree International MidCap Dividend Fund

46 hedge funds and large institutions have $85.9M invested in WisdomTree International MidCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

16% more capital invested

Capital invested by funds: $74M → $85.9M (+$11.9M)

5.56% more ownership

Funds ownership: 48.39%53.95% (+5.6%)

0% more funds holding

Funds holding: 4646 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
46
Holders Change
Holders Change %
0%
% 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
5
Increased
21
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howland Capital Management
Massachusetts
$15.5M +$584K +9,533 +4%
Comerica Bank
2
Comerica Bank
Texas
$11.8M +$6.74M +110,029 +122%
OCM
3
One Capital Management
California
$9.5M +$1.11M +18,035 +13%
GIA
4
GHP Investment Advisors
Colorado
$5.28M +$244K +3,983 +5%
Morgan Stanley
5
Morgan Stanley
New York
$5.26M +$1.26M +20,498 +30%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$4.99M +$3.64M +59,415 +238%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.71M +$329K +5,369 +9%
CPIG
8
Chicago Partners Investment Group
Illinois
$3.08M +$1.29M +21,127 +64%
SEIA
9
Signature Estate & Investment Advisors
California
$3M -$19.9K -325 -0.6%
SMC
10
Smith, Moore & Co
Missouri
$2.93M +$207K +3,384 +7%
Bank of America
11
Bank of America
North Carolina
$2.24M -$60.1K -980 -3%
Invesco
12
Invesco
Georgia
$1.48M -$119K -1,949 -7%
UBS Group
13
UBS Group
Switzerland
$1.45M +$192K +3,138 +15%
DWM
14
Destination Wealth Management
California
$1.44M +$1.49M +24,314 New
Wells Fargo
15
Wells Fargo
California
$1.35M +$26.2K +427 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.08M +$39.8K +650 +4%
CCM
17
Condor Capital Management
New Jersey
$1.04M +$6.01K +98 +0.6%
Stifel Financial
18
Stifel Financial
Missouri
$953K +$48.5K +791 +5%
GW
19
GW & Wade
Massachusetts
$939K
Northern Trust
20
Northern Trust
Illinois
$896K +$184K +3,000 +25%
BAAM
21
Baker Avenue Asset Management
California
$831K +$862K +14,064 New
I2I
22
Insight 2811 Inc
Illinois
$830K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$787K -$1.55M -25,251 -65%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$761K -$2.92M -47,613 -79%
3AM
25
3D Asset Management
Connecticut
$599K -$4.54K -74 -0.7%

DIM Hedge Fund Activity: Q2 2015 in Review

46 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q2 2015, worth a combined $85.9M — up 16% from $74M a quarter earlier.

Fund positioning in DIM was balanced in Q2 2015: 5 funds opened new positions, 5 closed out, 21 added to existing stakes and 9 trimmed.

The largest buyer was Comerica Bank, adding an estimated $6.74M. The largest seller was Susquehanna International Group, cutting an estimated $2.92M.

  • 46 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $85.9M of WisdomTree International MidCap Dividend Fund stock for Q2 2015, up 16% quarter-over-quarter.
  • 5 funds opened new WisdomTree International MidCap Dividend Fund positions in Q2 2015 and 5 closed out, a net change of 0 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q2 2015 was Comerica Bank, an estimated $6.74M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q2 2015 was Susquehanna International Group, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2015.