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WisdomTree International MidCap Dividend Fund

50 hedge funds and large institutions have $103M invested in WisdomTree International MidCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $95.1M → $103M (+$7.83M)

6% more funds holding

Funds holding: 4750 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.98% less ownership

Funds ownership: 52.65%49.67% (-3%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
21
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howland Capital Management
Massachusetts
$17.9M +$67.5K +1,071 +0.4%
GIA
2
GHP Investment Advisors
Colorado
$13.4M +$2.83M +44,853 +27%
OCM
3
One Capital Management
California
$11.5M +$68.1K +1,081 +0.6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.58M +$1.12M +17,780 +18%
Morgan Stanley
5
Morgan Stanley
New York
$7.28M +$542K +8,608 +8%
Wells Fargo
6
Wells Fargo
California
$7.04M +$2.28M +36,207 +49%
Bank of America
7
Bank of America
North Carolina
$4.99M +$1.5M +23,789 +44%
Stifel Financial
8
Stifel Financial
Missouri
$4.48M +$57.6K +914 +1%
SMC
9
Smith, Moore & Co
Missouri
$3.52M +$95.9K +1,522 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.17M +$244K +3,869 +8%
SEIA
11
Signature Estate & Investment Advisors
California
$2.48M -$156K -2,472 -6%
AZA
12
Arthur Zaske & Associates
Michigan
$2.25M
RJA
13
Raymond James & Associates
Florida
$1.9M +$1.08M +17,211 +137%
GW
14
GW & Wade
Massachusetts
$1.45M +$104K +1,652 +8%
EWM
15
Evercore Wealth Management
New York
$1.4M
Invesco
16
Invesco
Georgia
$1.31M +$82K +1,302 +7%
UBS Group
17
UBS Group
Switzerland
$1.27M +$1.57K +25 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.17M +$22.2K +353 +2%
CCM
19
Condor Capital Management
New Jersey
$848K -$315 -5 -0%
CAL
20
Capital Advisors Ltd
Ohio
$704K +$101K +1,606 +17%
WDL
21
Well Done LLC
Michigan
$566K +$132K +2,093 +31%
LPL Financial
22
LPL Financial
California
$558K +$70.6K +1,121 +15%
SIA
23
Starfire Investment Advisers
Michigan
$471K
CAL
24
Capital Analysts LLC
Pennsylvania
$443K
CPIG
25
Chicago Partners Investment Group
Illinois
$426K +$288K +4,565 +171%

DIM Hedge Fund Activity: Q2 2017 in Review

50 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q2 2017, worth a combined $103M — up 8.2% from $95.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIM positions and 5 closed out — a net gain of 3 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was GHP Investment Advisors, adding an estimated $2.83M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $4.55M sold.

  • 50 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q2 2017, up from 47 in Q1 2017.
  • Funds reported $103M of WisdomTree International MidCap Dividend Fund stock for Q2 2017, up 8.2% quarter-over-quarter.
  • 8 funds opened new WisdomTree International MidCap Dividend Fund positions in Q2 2017 and 5 closed out, a net change of +3 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q2 2017 was GHP Investment Advisors, an estimated $2.83M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q2 2017 was Bank of New York Mellon, an estimated $4.55M sold.

Based on aggregated 13F filings for Q2 2017.