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WisdomTree International MidCap Dividend Fund

51 hedge funds and large institutions have $49.7M invested in WisdomTree International MidCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5151 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

2.19% less ownership

Funds ownership: 37.4%35.21% (-2.2%)

8% less capital invested

Capital invested by funds: $53.9M → $49.7M (-$4.18M)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
GHP Investment Advisors
Colorado
$13.2M +$296K +4,406 +2%
SMC
2
Smith, Moore & Co
Missouri
$4.58M +$143K +2,123 +3%
UBS Group
3
UBS Group
Switzerland
$4.25M +$87.1K +1,297 +2%
Morgan Stanley
4
Morgan Stanley
New York
$4.2M -$280K -4,168 -6%
TC
5
Tacita Capital
Ontario, Canada
$3.19M -$26.5K -395 -0.8%
Wells Fargo
6
Wells Fargo
California
$3.01M +$85.5K +1,274 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.27M +$2.27M +33,784 New
HCM
8
Howland Capital Management
Massachusetts
$1.47M -$73.2K -1,090 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.16M +$269 +4 +0%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.05M +$24.6K +366 +2%
WTA
11
Washington Trust Advisors
Massachusetts
$932K +$931K +13,871 New
OCM
12
One Capital Management
California
$925K -$15.9K -237 -2%
CA
13
Cetera Advisors
Colorado
$887K +$9K +134 +1%
IWA
14
Intercontinental Wealth Advisors
Texas
$855K
Bank of America
15
Bank of America
North Carolina
$718K -$5.57K -83 -0.8%
LPL Financial
16
LPL Financial
California
$676K +$28.8K +429 +4%
Citadel Advisors
17
Citadel Advisors
Florida
$616K -$3.58M -53,308 -85%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$579K +$201 +3 +0%
GW
19
GW & Wade
Massachusetts
$564K
Ameriprise
20
Ameriprise
Minnesota
$544K -$27.5K -410 -5%
Invesco
21
Invesco
Georgia
$462K -$53.6K -799 -10%
MGIA
22
Moneta Group Investment Advisors
Missouri
$462K -$67 -1 -0%
CAL
23
Capital Advisors Ltd
Ohio
$456K -$3.63K -54 -0.8%
Stifel Financial
24
Stifel Financial
Missouri
$417K +$269 +4 +0.1%
ADL
25
Asset Dedication LLC
California
$397K +$68.3K +1,017 +21%

DIM Hedge Fund Activity: Q4 2021 in Review

51 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2021, worth a combined $49.7M — down 7.8% from $53.9M a quarter earlier.

Fund positioning in DIM was balanced in Q4 2021: 6 funds opened new positions, 6 closed out, 17 added to existing stakes and 17 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $2.27M. The largest seller was Jane Street, exiting entirely with an estimated $3.75M sold.

  • 51 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $49.7M of WisdomTree International MidCap Dividend Fund stock for Q4 2021, down 7.8% quarter-over-quarter.
  • 6 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2021 and 6 closed out, a net change of 0 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2021 was Bank of New York Mellon, an estimated $2.27M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2021 was Jane Street, an estimated $3.75M sold.

Based on aggregated 13F filings for Q4 2021.