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WisdomTree International MidCap Dividend Fund

56 hedge funds and large institutions have $156M invested in WisdomTree International MidCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $141M → $156M (+$14.8M)

10% more funds holding

Funds holding: 5156 (+5)

0.15% more ownership

Funds ownership: 53.89%54.04% (+0.15%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
28
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.3M +$5.53M +78,848 +25%
HCM
2
Howland Capital Management
Massachusetts
$22.5M +$658K +9,386 +3%
GIA
3
GHP Investment Advisors
Colorado
$15.5M +$392K +5,597 +3%
OCM
4
One Capital Management
California
$12.9M +$277K +3,951 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.5M +$618K +8,824 +6%
Wells Fargo
6
Wells Fargo
California
$10.3M +$1.99M +28,427 +24%
Stifel Financial
7
Stifel Financial
Missouri
$8.58M +$1.26M +17,995 +17%
Bank of America
8
Bank of America
North Carolina
$8.06M +$333K +4,756 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$6.07M +$5.48M +78,128 +766%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.97M +$851K +12,148 +20%
SMC
11
Smith, Moore & Co
Missouri
$3.71M +$36.7K +523 +1%
RJA
12
Raymond James & Associates
Florida
$3.38M +$494K +7,049 +17%
GW
13
GW & Wade
Massachusetts
$2.07M +$5.19K +74 +0.2%
UBS Group
14
UBS Group
Switzerland
$1.65M +$146K +2,079 +9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.54M +$96.2K +1,372 +7%
MWM
16
Merriman Wealth Management
Washington
$1.53M +$1.56M +22,287 New
EWM
17
Evercore Wealth Management
New York
$1.31M -$205K -2,929 -13%
Invesco
18
Invesco
Georgia
$1.24M -$124K -1,766 -9%
TYCC
19
Texas Yale Capital Corp
Florida
$1.22M +$1.24M +17,725 New
WDL
20
Well Done LLC
Michigan
$1.13M +$213K +3,036 +23%
Ameriprise
21
Ameriprise
Minnesota
$1M +$112K +1,594 +12%
CCM
22
Condor Capital Management
New Jersey
$883K -$16.8K -239 -2%
CAL
23
Capital Advisors Ltd
Ohio
$824K -$9.74K -139 -1%
Citadel Advisors
24
Citadel Advisors
Florida
$683K +$696K +9,932 New
LPL Financial
25
LPL Financial
California
$650K +$34.3K +490 +5%

DIM Hedge Fund Activity: Q1 2018 in Review

56 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2018, worth a combined $156M — up 11% from $141M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DIM positions and 6 closed out — a net gain of 7 holders — while 28 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.53M. The largest seller was Jane Street, exiting entirely with an estimated $2.35M sold.

  • 56 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2018, up from 51 in Q4 2017.
  • Funds reported $156M of WisdomTree International MidCap Dividend Fund stock for Q1 2018, up 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2018 and 6 closed out, a net change of +7 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2018 was Morgan Stanley, an estimated $5.53M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2018 was Jane Street, an estimated $2.35M sold.

Based on aggregated 13F filings for Q1 2018.