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WisdomTree International MidCap Dividend Fund

50 hedge funds and large institutions have $51.6M invested in WisdomTree International MidCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

0.92% less ownership

Funds ownership: 36.23%35.31% (-0.92%)

1% less capital invested

Capital invested by funds: $52.3M → $51.6M (-$732K)

9% less funds holding

Funds holding: 5550 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
GHP Investment Advisors
Colorado
$12.8M +$579K +8,352 +5%
Morgan Stanley
2
Morgan Stanley
New York
$4.75M -$4.99K -72 -0.1%
SMC
3
Smith, Moore & Co
Missouri
$4.4M +$40.5K +584 +0.9%
UBS Group
4
UBS Group
Switzerland
$4.11M +$44.2K +638 +1%
TC
5
Tacita Capital
Ontario, Canada
$3.16M +$77.3K +1,115 +2%
Wells Fargo
6
Wells Fargo
California
$2.94M +$67.6K +975 +2%
Citadel Advisors
7
Citadel Advisors
Florida
$2.81M +$2.46M +35,548 +606%
HCM
8
Howland Capital Management
Massachusetts
$1.81M -$717K -10,350 -28%
Jane Street
9
Jane Street
New York
$1.73M +$19.9K +287 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.22M -$23.8K -344 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.18M +$71K +1,024 +6%
OCM
12
One Capital Management
California
$920K +$30.1K +435 +3%
CA
13
Cetera Advisors
Colorado
$875K -$50.1K -723 -5%
IWA
14
Intercontinental Wealth Advisors
Texas
$863K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$786K +$153K +2,206 +23%
Bank of America
16
Bank of America
North Carolina
$725K -$2.01K -29 -0.3%
KPWS
17
Kestra Private Wealth Services
Texas
$723K -$16.6K -239 -2%
Ameriprise
18
Ameriprise
Minnesota
$587K -$1.32K -19 -0.2%
Invesco
19
Invesco
Georgia
$580K -$79K -1,140 -12%
GW
20
GW & Wade
Massachusetts
$569K
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$549K +$35.3K +510 +7%
CAL
22
Capital Advisors Ltd
Ohio
$497K
Stifel Financial
23
Stifel Financial
Missouri
$421K +$125K +1,809 +41%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$399K +$14.6K +210 +4%
ADL
25
Asset Dedication LLC
California
$307K +$13.4K +194 +4%

DIM Hedge Fund Activity: Q2 2021 in Review

50 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q2 2021, worth a combined $51.6M — down 1.4% from $52.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DIM and 3 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 19 added.

The largest buyer was Citadel Advisors, adding an estimated $2.46M. The largest seller was Susquehanna International Group, cutting an estimated $2.66M.

  • 50 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q2 2021, down from 55 in Q1 2021.
  • Funds reported $51.6M of WisdomTree International MidCap Dividend Fund stock for Q2 2021, down 1.4% quarter-over-quarter.
  • 3 funds opened new WisdomTree International MidCap Dividend Fund positions in Q2 2021 and 8 closed out, a net change of -5 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q2 2021 was Citadel Advisors, an estimated $2.46M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q2 2021 was Susquehanna International Group, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2021.