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WisdomTree International MidCap Dividend Fund

59 hedge funds and large institutions have $162M invested in WisdomTree International MidCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

34% more capital invested

Capital invested by funds: $121M → $162M (+$41.6M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

9.11% more ownership

Funds ownership: 50.56%59.66% (+9.1%)

2% more funds holding

Funds holding: 5859 (+1)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
7
Increased
19
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howland Capital Management
Massachusetts
$39.1M +$19.5M +318,585 +103%
Morgan Stanley
2
Morgan Stanley
New York
$21.5M +$2.79M +45,702 +15%
GIA
3
GHP Investment Advisors
Colorado
$13M +$665K +10,871 +5%
OCM
4
One Capital Management
California
$13M +$936K +15,309 +8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.6M -$63.7K -1,042 -0.6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$8.58M +$60.1K +983 +0.7%
Citadel Advisors
7
Citadel Advisors
Florida
$6.43M +$4.07M +66,632 +180%
LBD
8
Landsberg Bennett & Dubbaneh
Florida
$5.86M +$2.31M +37,753 +69%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.65M -$1.11M -18,179 -17%
Jane Street
10
Jane Street
New York
$4.49M +$2.7M +44,167 +157%
SMC
11
Smith, Moore & Co
Missouri
$3.77M +$262K +4,281 +8%
Bank of America
12
Bank of America
North Carolina
$3.64M +$237K +3,870 +7%
Wells Fargo
13
Wells Fargo
California
$3.45M +$74.2K +1,213 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.14M -$420K -6,871 -12%
S
15
Surevest
California
$2.35M -$34.8K -569 -1%
TYCC
16
Texas Yale Capital Corp
Florida
$2.33M +$1.14M +18,725 +100%
RJA
17
Raymond James & Associates
Florida
$1.78M -$657K -10,743 -27%
GW
18
GW & Wade
Massachusetts
$1.57M -$306K -5,011 -17%
WDL
19
Well Done LLC
Michigan
$1.42M +$385K +6,292 +38%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.41M +$66.2K +1,082 +5%
UBS Group
21
UBS Group
Switzerland
$1.2M -$220K -3,596 -16%
Invesco
22
Invesco
Georgia
$918K -$24.9K -408 -3%
CCM
23
Condor Capital Management
New Jersey
$766K -$6.72K -110 -0.9%
EWM
24
Evercore Wealth Management
New York
$662K -$49.8K -815 -7%
CAL
25
Capital Advisors Ltd
Ohio
$594K -$148K -2,419 -20%

DIM Hedge Fund Activity: Q1 2019 in Review

59 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2019, worth a combined $162M — up 34% from $121M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DIM positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Howland Capital Management, adding an estimated $19.5M. The largest seller was Royal Bank of Canada, cutting an estimated $1.11M.

  • 59 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2019, up from 58 in Q4 2018.
  • Funds reported $162M of WisdomTree International MidCap Dividend Fund stock for Q1 2019, up 34% quarter-over-quarter.
  • 7 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2019 and 6 closed out, a net change of +1 holder.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2019 was Howland Capital Management, an estimated $19.5M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2019 was Royal Bank of Canada, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2019.