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WisdomTree International MidCap Dividend Fund

51 hedge funds and large institutions have $141M invested in WisdomTree International MidCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

12% more capital invested

Capital invested by funds: $126M → $141M (+$15.6M)

11% more funds holding

Funds holding: 4651 (+5)

0.55% more ownership

Funds ownership: 53.34%53.89% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
23
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.9M +$2.76M +40,820 +15%
HCM
2
Howland Capital Management
Massachusetts
$21.9M +$2.5M +36,937 +13%
GIA
3
GHP Investment Advisors
Colorado
$15.2M +$262K +3,884 +2%
OCM
4
One Capital Management
California
$12.7M -$160K -2,371 -1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.9M +$1.2M +17,713 +13%
Wells Fargo
6
Wells Fargo
California
$8.33M +$569K +8,425 +8%
Bank of America
7
Bank of America
North Carolina
$7.76M +$898K +13,293 +13%
Stifel Financial
8
Stifel Financial
Missouri
$7.36M +$304K +4,492 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.15M +$367K +5,428 +10%
SMC
10
Smith, Moore & Co
Missouri
$3.69M -$133K -1,975 -4%
RJA
11
Raymond James & Associates
Florida
$2.91M +$576K +8,528 +25%
AZA
12
Arthur Zaske & Associates
Michigan
$2.43M
Jane Street
13
Jane Street
New York
$2.35M +$2.3M +34,065 New
GW
14
GW & Wade
Massachusetts
$2.07M -$20.4K -302 -1%
SEIA
15
Signature Estate & Investment Advisors
California
$1.85M -$692K -10,248 -28%
EWM
16
Evercore Wealth Management
New York
$1.52M
UBS Group
17
UBS Group
Switzerland
$1.52M +$135K +1,991 +10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.45M +$112K +1,661 +9%
Invesco
19
Invesco
Georgia
$1.37M -$59.5K -880 -4%
WDL
20
Well Done LLC
Michigan
$923K +$3.78K +56 +0.4%
CCM
21
Condor Capital Management
New Jersey
$902K +$6.01K +89 +0.7%
Ameriprise
22
Ameriprise
Minnesota
$902K +$248K +3,669 +39%
CAL
23
Capital Advisors Ltd
Ohio
$836K +$34.7K +513 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$703K -$678K -10,035 -50%
LPL Financial
25
LPL Financial
California
$618K -$31K -459 -5%

DIM Hedge Fund Activity: Q4 2017 in Review

51 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2017, worth a combined $141M — up 12% from $126M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DIM positions and 4 closed out — a net gain of 5 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.76M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $692K.

  • 51 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2017, up from 46 in Q3 2017.
  • Funds reported $141M of WisdomTree International MidCap Dividend Fund stock for Q4 2017, up 12% quarter-over-quarter.
  • 9 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2017 and 4 closed out, a net change of +5 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2017 was Morgan Stanley, an estimated $2.76M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2017 was Signature Estate & Investment Advisors, an estimated $692K sold.

Based on aggregated 13F filings for Q4 2017.