We are live on ! Find out more
DIM icon

WisdomTree International MidCap Dividend Fund

46 hedge funds and large institutions have $126M invested in WisdomTree International MidCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

22% more capital invested

Capital invested by funds: $103M → $126M (+$22.7M)

3.67% more ownership

Funds ownership: 49.67%53.34% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 5046 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
24
Reduced
7
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howland Capital Management
Massachusetts
$18.6M -$6.55K -100 -0%
Morgan Stanley
2
Morgan Stanley
New York
$18.4M +$10.7M +163,255 +143%
GIA
3
GHP Investment Advisors
Colorado
$14.3M +$350K +5,347 +3%
OCM
4
One Capital Management
California
$12.4M +$435K +6,650 +4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.31M +$1.41M +21,503 +18%
Wells Fargo
6
Wells Fargo
California
$7.45M +$123K +1,885 +2%
Stifel Financial
7
Stifel Financial
Missouri
$6.78M +$2.11M +32,168 +46%
Bank of America
8
Bank of America
North Carolina
$6.58M +$1.37M +20,944 +27%
SMC
9
Smith, Moore & Co
Missouri
$3.68M +$17.7K +271 +0.5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.63M +$327K +4,991 +10%
SEIA
11
Signature Estate & Investment Advisors
California
$2.46M -$125K -1,905 -5%
AZA
12
Arthur Zaske & Associates
Michigan
$2.34M
RJA
13
Raymond James & Associates
Florida
$2.23M +$257K +3,925 +13%
GW
14
GW & Wade
Massachusetts
$2.01M +$495K +7,556 +33%
EWM
15
Evercore Wealth Management
New York
$1.46M
Invesco
16
Invesco
Georgia
$1.37M +$12.5K +191 +0.9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.34M +$1.32M +20,240 New
UBS Group
18
UBS Group
Switzerland
$1.33M +$8.77K +134 +0.7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.28M +$62.3K +952 +5%
WDL
20
Well Done LLC
Michigan
$883K +$291K +4,439 +50%
CCM
21
Condor Capital Management
New Jersey
$862K -$20.7K -316 -2%
CAL
22
Capital Advisors Ltd
Ohio
$770K +$36.8K +562 +5%
LPL Financial
23
LPL Financial
California
$625K +$43.6K +666 +8%
Ameriprise
24
Ameriprise
Minnesota
$620K +$278K +4,245 +83%
SAM
25
SignalPoint Asset Management
Missouri
$537K +$530K +8,099 New

DIM Hedge Fund Activity: Q3 2017 in Review

46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2017, worth a combined $126M — up 22% from $103M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DIM and 6 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was Jane Street, exiting entirely with an estimated $387K sold.

  • 46 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2017, down from 50 in Q2 2017.
  • Funds reported $126M of WisdomTree International MidCap Dividend Fund stock for Q3 2017, up 22% quarter-over-quarter.
  • 6 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2017 and 10 closed out, a net change of -4 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2017 was Morgan Stanley, an estimated $10.7M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2017 was Jane Street, an estimated $387K sold.

Based on aggregated 13F filings for Q3 2017.