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WisdomTree International MidCap Dividend Fund

62 hedge funds and large institutions have $149M invested in WisdomTree International MidCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 6062 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.6% less ownership

Funds ownership: 52.25%51.65% (-0.6%)

1% less capital invested

Capital invested by funds: $150M → $149M (-$1.07M)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
23
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.4M -$4.72M -72,124 -17%
HCM
2
Howland Capital Management
Massachusetts
$21.3M -$24.4K -372 -0.1%
GIA
3
GHP Investment Advisors
Colorado
$15.3M +$193K +2,943 +1%
Jane Street
4
Jane Street
New York
$13.6M +$6.09M +92,987 +81%
OCM
5
One Capital Management
California
$13.5M +$506K +7,721 +4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$11.5M +$362K +5,530 +3%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$8.4M +$7.75M +118,345 +1,212%
Bank of America
8
Bank of America
North Carolina
$5.93M +$44.2K +674 +0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.89M +$159K +2,426 +3%
SMC
10
Smith, Moore & Co
Missouri
$3.77M +$47.9K +731 +1%
Wells Fargo
11
Wells Fargo
California
$3.59M -$6.86M -104,754 -66%
RJA
12
Raymond James & Associates
Florida
$3.16M -$224K -3,420 -7%
GW
13
GW & Wade
Massachusetts
$1.99M +$4K +61 +0.2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.97M -$5.15M -78,579 -72%
Citadel Advisors
15
Citadel Advisors
Florida
$1.9M +$533K +8,131 +39%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.5M +$14.2K +216 +1%
UBS Group
17
UBS Group
Switzerland
$1.48M -$27.1K -413 -2%
TYCC
18
Texas Yale Capital Corp
Florida
$1.23M +$65.5K +1,000 +6%
WDL
19
Well Done LLC
Michigan
$1.08M +$6.55K +100 +0.6%
Invesco
20
Invesco
Georgia
$1.06M -$17.8K -272 -2%
Ameriprise
21
Ameriprise
Minnesota
$918K -$144K -2,196 -14%
CCM
22
Condor Capital Management
New Jersey
$801K -$20.1K -307 -2%
CAL
23
Capital Advisors Ltd
Ohio
$785K
EWM
24
Evercore Wealth Management
New York
$753K
AG
25
Advisor Group
Arizona
$653K +$122K +1,866 +23%

DIM Hedge Fund Activity: Q3 2018 in Review

62 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2018, worth a combined $149M — down 0.71% from $150M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DIM positions and 5 closed out — a net gain of 2 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $7.75M. The largest seller was Wells Fargo, cutting an estimated $6.86M.

  • 62 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2018, up from 60 in Q2 2018.
  • Funds reported $149M of WisdomTree International MidCap Dividend Fund stock for Q3 2018, down 0.71% quarter-over-quarter.
  • 7 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2018 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2018 was Janney Montgomery Scott, an estimated $7.75M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2018 was Wells Fargo, an estimated $6.86M sold.

Based on aggregated 13F filings for Q3 2018.