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WisdomTree International MidCap Dividend Fund

72 hedge funds and large institutions have $139M invested in WisdomTree International MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

20% more funds holding

Funds holding: 6072 (+12)

2% more capital invested

Capital invested by funds: $137M → $139M (+$2.13M)

0.15% more ownership

Funds ownership: 53.55%53.7% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
72
Holders Change
+12
Holders Change %
+20%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
15
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howland Capital Management
Massachusetts
$41.9M -$570K -8,985 -1%
GIA
2
GHP Investment Advisors
Colorado
$15.3M +$812K +12,796 +6%
Morgan Stanley
3
Morgan Stanley
New York
$14M +$146K +2,296 +1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$10.9M +$132K +2,080 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.24M -$3.52M -55,558 -41%
SMC
6
Smith, Moore & Co
Missouri
$4.56M +$42.5K +670 +1%
OCM
7
One Capital Management
California
$4.11M -$9.41M -148,383 -70%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.9M +$3.76M +59,283 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.44M -$4.5M -70,912 -58%
Citadel Advisors
10
Citadel Advisors
Florida
$3.16M +$3.05M +48,048 New
Bank of America
11
Bank of America
North Carolina
$3.11M -$105K -1,657 -3%
LBD
12
Landsberg Bennett & Dubbaneh
Florida
$2.69M -$259K -4,077 -9%
S
13
Surevest
California
$2.43M -$262K -4,127 -10%
Wells Fargo
14
Wells Fargo
California
$2.16M -$8.82K -139 -0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.75M -$648K -10,222 -28%
WDL
16
Well Done LLC
Michigan
$1.51M +$14.1K +223 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.5M +$4.5K +71 +0.3%
RJA
18
Raymond James & Associates
Florida
$1.47M +$399K +6,296 +39%
Jane Street
19
Jane Street
New York
$1.43M -$795K -12,533 -36%
GW
20
GW & Wade
Massachusetts
$1.39M -$30.8K -486 -2%
UBS Group
21
UBS Group
Switzerland
$1.34M -$28.9K -456 -2%
OL
22
Optas LLC
Texas
$1.11M +$1.07M +16,860 New
Invesco
23
Invesco
Georgia
$955K -$20.7K -327 -2%
AWM
24
AE Wealth Management
Kansas
$816K +$442K +6,968 +128%
SS
25
Simplicity Solutions
Minnesota
$798K +$435K +6,855 +130%

DIM Hedge Fund Activity: Q4 2019 in Review

72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2019, worth a combined $139M — up 1.5% from $137M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DIM positions and 4 closed out — a net gain of 12 holders — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.76M. The largest seller was One Capital Management, cutting an estimated $9.41M.

  • 72 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2019, up from 60 in Q3 2019.
  • Funds reported $139M of WisdomTree International MidCap Dividend Fund stock for Q4 2019, up 1.5% quarter-over-quarter.
  • 16 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2019 and 4 closed out, a net change of +12 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2019 was Susquehanna International Group, an estimated $3.76M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2019 was One Capital Management, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2019.