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WisdomTree International MidCap Dividend Fund

55 hedge funds and large institutions have $52.3M invested in WisdomTree International MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 5755 (-2)

10.63% less ownership

Funds ownership: 46.86%36.23% (-11%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

31% less capital invested

Capital invested by funds: $76M → $52.3M (-$23.7M)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
GHP Investment Advisors
Colorado
$12.1M +$128K +1,932 +1%
Morgan Stanley
2
Morgan Stanley
New York
$4.7M -$15.1K -229 -0.3%
SMC
3
Smith, Moore & Co
Missouri
$4.32M +$152K +2,300 +4%
UBS Group
4
UBS Group
Switzerland
$4.03M +$88.5K +1,340 +2%
TC
5
Tacita Capital
Ontario, Canada
$3.05M +$368K +5,575 +14%
Wells Fargo
6
Wells Fargo
California
$2.84M +$208K +3,147 +8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.82M +$1.06M +16,080 +62%
HCM
8
Howland Capital Management
Massachusetts
$2.48M -$16.4M -248,996 -87%
Jane Street
9
Jane Street
New York
$1.69M +$834K +12,625 +100%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.22M -$75.3K -1,141 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.09M -$37.9K -574 -3%
CA
12
Cetera Advisors
Colorado
$914K +$4.89K +74 +0.5%
OCM
13
One Capital Management
California
$881K +$61.2K +927 +8%
IWA
14
Intercontinental Wealth Advisors
Texas
$853K
KPWS
15
Kestra Private Wealth Services
Texas
$731K -$68.9K -1,043 -9%
Bank of America
16
Bank of America
North Carolina
$720K -$63.9K -968 -8%
Invesco
17
Invesco
Georgia
$651K -$74.9K -1,135 -10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$630K +$134K +2,032 +28%
Ameriprise
19
Ameriprise
Minnesota
$602K +$573K +8,677 New
Goldman Sachs
20
Goldman Sachs
New York
$582K -$87.3K -1,322 -13%
GW
21
GW & Wade
Massachusetts
$563K
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$509K
CAL
23
Capital Advisors Ltd
Ohio
$492K
Citadel Advisors
24
Citadel Advisors
Florida
$394K -$5.6M -84,774 -94%
SWM
25
Spire Wealth Management
Virginia
$391K +$382K +5,790 New

DIM Hedge Fund Activity: Q1 2021 in Review

55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2021, worth a combined $52.3M — down 31% from $76M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DIM and 5 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 13 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.06M. The largest seller was Howland Capital Management, cutting an estimated $16.4M.

  • 55 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2021, down from 57 in Q4 2020.
  • Funds reported $52.3M of WisdomTree International MidCap Dividend Fund stock for Q1 2021, down 31% quarter-over-quarter.
  • 5 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2021 and 6 closed out, a net change of -1 holder.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2021 was Susquehanna International Group, an estimated $1.06M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2021 was Howland Capital Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2021.