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WisdomTree International MidCap Dividend Fund

51 hedge funds and large institutions have $53.9M invested in WisdomTree International MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2.08% more ownership

Funds ownership: 35.31%37.4% (+2.1%)

2% more funds holding

Funds holding: 5051 (+1)

4% more capital invested

Capital invested by funds: $51.6M → $53.9M (+$2.3M)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
GHP Investment Advisors
Colorado
$12.9M +$286K +4,142 +2%
Morgan Stanley
2
Morgan Stanley
New York
$4.46M -$230K -3,324 -5%
SMC
3
Smith, Moore & Co
Missouri
$4.42M +$76.4K +1,105 +2%
Citadel Advisors
4
Citadel Advisors
Florida
$4.18M +$1.46M +21,061 +51%
UBS Group
5
UBS Group
Switzerland
$4.14M +$85.4K +1,236 +2%
Jane Street
6
Jane Street
New York
$3.75M +$2.11M +30,565 +120%
TC
7
Tacita Capital
Ontario, Canada
$3.2M +$86.4K +1,250 +3%
Wells Fargo
8
Wells Fargo
California
$2.91M +$18.8K +272 +0.6%
HCM
9
Howland Capital Management
Massachusetts
$1.53M -$261K -3,780 -14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.15M -$11.2K -162 -0.9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.02M -$184K -2,656 -15%
OCM
12
One Capital Management
California
$937K +$30.2K +437 +3%
CA
13
Cetera Advisors
Colorado
$874K +$10.9K +158 +1%
IWA
14
Intercontinental Wealth Advisors
Texas
$851K
Bank of America
15
Bank of America
North Carolina
$721K +$4.63K +67 +0.6%
LPL Financial
16
LPL Financial
California
$644K +$665K +9,627 New
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$576K +$35.1K +508 +6%
Ameriprise
18
Ameriprise
Minnesota
$569K -$10.4K -150 -2%
GW
19
GW & Wade
Massachusetts
$561K
Invesco
20
Invesco
Georgia
$514K -$60.7K -879 -10%
MGIA
21
Moneta Group Investment Advisors
Missouri
$460K +$475K +6,875 New
CAL
22
Capital Advisors Ltd
Ohio
$458K -$33.5K -485 -7%
Stifel Financial
23
Stifel Financial
Missouri
$416K +$415 +6 +0.1%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$393K
ADL
25
Asset Dedication LLC
California
$328K +$25.4K +368 +8%

DIM Hedge Fund Activity: Q3 2021 in Review

51 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2021, worth a combined $53.9M — up 4.5% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIM positions and 7 closed out — a net gain of 1 holder — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $2.11M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $786K sold.

  • 51 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2021, up from 50 in Q2 2021.
  • Funds reported $53.9M of WisdomTree International MidCap Dividend Fund stock for Q3 2021, up 4.5% quarter-over-quarter.
  • 8 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2021 and 7 closed out, a net change of +1 holder.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2021 was Jane Street, an estimated $2.11M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2021 was Bank of New York Mellon, an estimated $786K sold.

Based on aggregated 13F filings for Q3 2021.