We are live on ! Find out more
DIM icon

WisdomTree International MidCap Dividend Fund

57 hedge funds and large institutions have $76M invested in WisdomTree International MidCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

23% more capital invested

Capital invested by funds: $61.7M → $76M (+$14.3M)

16% more funds holding

Funds holding: 4957 (+8)

5.98% more ownership

Funds ownership: 40.88%46.86% (+6%)

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
11
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howland Capital Management
Massachusetts
$18.2M -$5.58M -93,483 -25%
GIA
2
GHP Investment Advisors
Colorado
$11.3M -$61.5K -1,030 -0.6%
BFG
3
Berger Financial Group
Minnesota
$7.83M +$7.35M +123,079 New
Citadel Advisors
4
Citadel Advisors
Florida
$5.76M +$3.49M +58,482 +182%
Morgan Stanley
5
Morgan Stanley
New York
$4.47M -$980K -16,415 -19%
SMC
6
Smith, Moore & Co
Missouri
$3.94M -$72.5K -1,214 -2%
UBS Group
7
UBS Group
Switzerland
$3.73M +$79.7K +1,335 +2%
TC
8
Tacita Capital
Ontario, Canada
$2.54M +$2.38M +39,880 New
Wells Fargo
9
Wells Fargo
California
$2.49M +$62K +1,038 +3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.65M +$694K +11,620 +81%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.23M -$103K -1,717 -8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.07M -$46.9K -785 -4%
CA
13
Cetera Advisors
Colorado
$862K -$28.9K -484 -3%
IWA
14
Intercontinental Wealth Advisors
Texas
$809K -$239K -4,000 -24%
Jane Street
15
Jane Street
New York
$801K +$97.7K +1,635 +15%
OCM
16
One Capital Management
California
$777K -$5.97K -100 -0.8%
KPWS
17
Kestra Private Wealth Services
Texas
$763K +$713K +11,934 New
Bank of America
18
Bank of America
North Carolina
$743K -$39.3K -658 -5%
Invesco
19
Invesco
Georgia
$689K -$83.9K -1,404 -11%
Goldman Sachs
20
Goldman Sachs
New York
$636K +$597K +10,000 New
GW
21
GW & Wade
Massachusetts
$534K
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$483K +$239 +4 +0.1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$468K +$439K +7,356 New
CAL
24
Capital Advisors Ltd
Ohio
$466K -$118K -1,972 -21%
SAM
25
SignalPoint Asset Management
Missouri
$431K -$239 -4 -0.1%

DIM Hedge Fund Activity: Q4 2020 in Review

57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2020, worth a combined $76M — up 23% from $61.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DIM positions and 5 closed out — a net gain of 8 holders — while 11 added to existing stakes and 20 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.49M. The largest seller was Howland Capital Management, cutting an estimated $5.58M.

  • 57 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2020, up from 49 in Q3 2020.
  • Funds reported $76M of WisdomTree International MidCap Dividend Fund stock for Q4 2020, up 23% quarter-over-quarter.
  • 13 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2020 and 5 closed out, a net change of +8 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2020 was Citadel Advisors, an estimated $3.49M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2020 was Howland Capital Management, an estimated $5.58M sold.

Based on aggregated 13F filings for Q4 2020.