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WisdomTree International MidCap Dividend Fund

47 hedge funds and large institutions have $95.1M invested in WisdomTree International MidCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $79.9M → $95.1M (+$15.1M)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

1.15% more ownership

Funds ownership: 51.51%52.65% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 4947 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
4
Increased
17
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howland Capital Management
Massachusetts
$16.8M -$18.9K -324 -0.1%
OCM
2
One Capital Management
California
$10.8M -$61.1K -1,047 -0.6%
GIA
3
GHP Investment Advisors
Colorado
$9.98M +$1.86M +31,915 +24%
Morgan Stanley
4
Morgan Stanley
New York
$6.35M +$1.32M +22,579 +27%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.08M +$1.87M +32,120 +47%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$4.55M +$2.78M +47,686 +171%
Wells Fargo
7
Wells Fargo
California
$4.46M +$1.51M +25,975 +54%
Stifel Financial
8
Stifel Financial
Missouri
$4.17M +$255K +4,380 +7%
Jane Street
9
Jane Street
New York
$3.56M +$2.69M +46,216 +357%
Bank of America
10
Bank of America
North Carolina
$3.27M +$68.6K +1,176 +2%
SMC
11
Smith, Moore & Co
Missouri
$3.23M -$129K -2,208 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.76M +$313K +5,374 +13%
SEIA
13
Signature Estate & Investment Advisors
California
$2.49M -$82.5K -1,415 -3%
AZA
14
Arthur Zaske & Associates
Michigan
$2.12M
EWM
15
Evercore Wealth Management
New York
$1.32M
GW
16
GW & Wade
Massachusetts
$1.27M +$266K +4,557 +28%
UBS Group
17
UBS Group
Switzerland
$1.19M +$14.2K +244 +1%
Invesco
18
Invesco
Georgia
$1.16M +$164K +2,817 +17%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.08M +$64.1K +1,100 +7%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.07M -$2.53M -43,414 -71%
CCM
21
Condor Capital Management
New Jersey
$801K -$7.35K -126 -0.9%
RJA
22
Raymond James & Associates
Florida
$754K +$731K +12,529 New
VKH
23
Virtu KCG Holdings
New York
$618K +$598K +10,262 New
Comerica Bank
24
Comerica Bank
Texas
$572K -$2.38M -40,885 -82%
CAL
25
Capital Advisors Ltd
Ohio
$568K

DIM Hedge Fund Activity: Q1 2017 in Review

47 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2017, worth a combined $95.1M — up 19% from $79.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DIM and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 17 added.

The largest buyer was Bank of New York Mellon, adding an estimated $2.78M. The largest seller was Susquehanna International Group, cutting an estimated $2.53M.

  • 47 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2017, down from 49 in Q4 2016.
  • Funds reported $95.1M of WisdomTree International MidCap Dividend Fund stock for Q1 2017, up 19% quarter-over-quarter.
  • 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2017 and 5 closed out, a net change of -1 holder.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2017 was Bank of New York Mellon, an estimated $2.78M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2017 was Susquehanna International Group, an estimated $2.53M sold.

Based on aggregated 13F filings for Q1 2017.