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WisdomTree International MidCap Dividend Fund

49 hedge funds and large institutions have $61.7M invested in WisdomTree International MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

2% more funds holding

Funds holding: 4849 (+1)

3.11% less ownership

Funds ownership: 43.99%40.88% (-3.1%)

18% less capital invested

Capital invested by funds: $75.4M → $61.7M (-$13.6M)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
8
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howland Capital Management
Massachusetts
$21.2M -$4.49M -79,837 -17%
GIA
2
GHP Investment Advisors
Colorado
$10M -$1.39M -24,608 -12%
Morgan Stanley
3
Morgan Stanley
New York
$4.85M -$1.16M -20,575 -19%
SMC
4
Smith, Moore & Co
Missouri
$3.54M -$38.9K -691 -1%
UBS Group
5
UBS Group
Switzerland
$3.21M +$280K +4,973 +10%
KAS
6
Kestra Advisory Services
Texas
$3.13M +$3.16M +56,102 New
Wells Fargo
7
Wells Fargo
California
$2.13M +$69.2K +1,229 +3%
Citadel Advisors
8
Citadel Advisors
Florida
$1.8M +$1.07M +18,929 +143%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.18M -$128K -2,268 -10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$989K -$36.4K -646 -4%
IWA
11
Intercontinental Wealth Advisors
Texas
$935K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$802K -$2.63M -46,804 -77%
CA
13
Cetera Advisors
Colorado
$785K +$394 +7 +0%
Bank of America
14
Bank of America
North Carolina
$691K -$199K -3,542 -22%
OCM
15
One Capital Management
California
$689K -$81.1K -1,441 -10%
Invesco
16
Invesco
Georgia
$684K -$78K -1,386 -10%
Jane Street
17
Jane Street
New York
$614K -$3.9M -69,362 -86%
CAL
18
Capital Advisors Ltd
Ohio
$520K
GW
19
GW & Wade
Massachusetts
$469K
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$424K +$281 +5 +0.1%
FIM
21
Freedom Investment Management
Connecticut
$387K -$53.1K -944 -12%
SAM
22
SignalPoint Asset Management
Missouri
$379K -$563 -10 -0.1%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$261K +$263K +4,670 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$244K -$9.29K -165 -4%
WDL
25
Well Done LLC
Michigan
$236K

DIM Hedge Fund Activity: Q3 2020 in Review

49 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2020, worth a combined $61.7M — down 18% from $75.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIM positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 17 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.07M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $7.04M sold.

  • 49 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2020, up from 48 in Q2 2020.
  • Funds reported $61.7M of WisdomTree International MidCap Dividend Fund stock for Q3 2020, down 18% quarter-over-quarter.
  • 8 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2020 and 5 closed out, a net change of +3 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2020 was Citadel Advisors, an estimated $1.07M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2020 was Cambridge Investment Research Advisors, an estimated $7.04M sold.

Based on aggregated 13F filings for Q3 2020.