WisdomTree International MidCap Dividend Fund
DIM
54 hedge funds and large institutions have $88.5M invested in WisdomTree International MidCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 19 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.29% less ownership
Funds ownership: 53.7% → 52.4% (-1.3%)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
25% less funds holding
Funds holding: 72 → 54 (-18)
36% less capital invested
Capital invested by funds: $139M → $88.5M (-$50.9M)
79% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$4.63M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.18M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.93M |
| 4 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$862K |
| 5 |
IWA
Intercontinental Wealth Advisors
San Antonio,
Texas
|
+$830K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.11M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.94M |
| 3 |
LBD
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
-$2.69M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.57M |
| 5 |
S
Surevest
Los Angeles,
California
|
-$2.43M |
DIM Hedge Fund Activity: Q1 2020 in Review
54 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2020, worth a combined $88.5M — down 36% from $139M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of DIM and 4 opened new positions — a net loss of 15 holders — while 19 trimmed existing stakes and 16 added.
The largest buyer was Bank of New York Mellon, adding an estimated $4.63M. The largest seller was Morgan Stanley, cutting an estimated $5.11M.
- 54 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2020, down from 72 in Q4 2019.
- Funds reported $88.5M of WisdomTree International MidCap Dividend Fund stock for Q1 2020, down 36% quarter-over-quarter.
- 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2020 and 19 closed out, a net change of -15 holders.
- The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2020 was Bank of New York Mellon, an estimated $4.63M added.
- The largest WisdomTree International MidCap Dividend Fund seller in Q1 2020 was Morgan Stanley, an estimated $5.11M sold.
Based on aggregated 13F filings for Q1 2020.