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WisdomTree International MidCap Dividend Fund

60 hedge funds and large institutions have $137M invested in WisdomTree International MidCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 5860 (+2)

0.88% more ownership

Funds ownership: 52.66%53.55% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $143M → $137M (-$6.17M)

61% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 23

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
9
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howland Capital Management
Massachusetts
$39M -$98.2K -1,632 -0.3%
GIA
2
GHP Investment Advisors
Colorado
$13.3M +$345K +5,741 +3%
OCM
3
One Capital Management
California
$12.7M +$324K +5,380 +3%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M -$2.84M -47,239 -18%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.87M -$14.7K -244 -0.1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.16M +$4.64M +77,070 +132%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.43M -$830K -13,797 -10%
SMC
8
Smith, Moore & Co
Missouri
$4.14M +$405K +6,730 +11%
Bank of America
9
Bank of America
North Carolina
$2.95M -$257K -4,275 -8%
LBD
10
Landsberg Bennett & Dubbaneh
Florida
$2.72M -$1.98M -32,919 -42%
S
11
Surevest
California
$2.48M -$37.5K -623 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.22M -$914K -15,190 -29%
Jane Street
13
Jane Street
New York
$2.07M -$1.38M -22,944 -40%
Wells Fargo
14
Wells Fargo
California
$1.99M -$207K -3,437 -9%
WDL
15
Well Done LLC
Michigan
$1.38M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.37M -$83.5K -1,388 -6%
GW
17
GW & Wade
Massachusetts
$1.31M -$48.5K -807 -4%
UBS Group
18
UBS Group
Switzerland
$1.26M +$141K +2,346 +13%
RJA
19
Raymond James & Associates
Florida
$971K -$601K -9,992 -38%
Invesco
20
Invesco
Georgia
$896K -$4.99K -83 -0.6%
CCM
21
Condor Capital Management
New Jersey
$754K -$5.17K -86 -0.7%
Goldman Sachs
22
Goldman Sachs
New York
$738K +$736K +12,242 New
CA
23
Cetera Advisors
Colorado
$670K +$672K +11,170 New
EWM
24
Evercore Wealth Management
New York
$643K
CAL
25
Capital Advisors Ltd
Ohio
$607K

DIM Hedge Fund Activity: Q3 2019 in Review

60 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2019, worth a combined $137M — down 4.3% from $143M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DIM positions and 5 closed out — a net gain of 2 holders — while 9 added to existing stakes and 23 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.64M. The largest seller was Morgan Stanley, cutting an estimated $2.84M.

  • 60 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2019, up from 58 in Q2 2019.
  • Funds reported $137M of WisdomTree International MidCap Dividend Fund stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 7 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2019 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2019 was Royal Bank of Canada, an estimated $4.64M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2019 was Morgan Stanley, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2019.