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WisdomTree International MidCap Dividend Fund

48 hedge funds and large institutions have $45.5M invested in WisdomTree International MidCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

1.49% less ownership

Funds ownership: 35.21%33.72% (-1.5%)

6% less funds holding

Funds holding: 5148 (-3)

8% less capital invested

Capital invested by funds: $49.7M → $45.5M (-$4.22M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
11
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 +$288K +4,411 +2%
SMC
2
Smith, Moore & Co
Missouri
$4.44M +$65.7K +1,007 +1%
UBS Group
3
UBS Group
Switzerland
$4.09M +$30.5K +468 +0.7%
Morgan Stanley
4
Morgan Stanley
New York
$3.82M -$192K -2,951 -5%
TC
5
Tacita Capital
Ontario, Canada
$3.07M +$29K +445 +0.9%
Wells Fargo
6
Wells Fargo
California
$2.72M -$162K -2,484 -6%
HCM
7
Howland Capital Management
Massachusetts
$1.4M -$2.28K -35 -0.2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.14M -$1.04M -16,014 -47%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.03M -$71.6K -1,099 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$936K -$68.5K -1,051 -7%
WTA
11
Washington Trust Advisors
Massachusetts
$891K
OCM
12
One Capital Management
California
$880K -$3.85K -59 -0.4%
IWA
13
Intercontinental Wealth Advisors
Texas
$817K
CA
14
Cetera Advisors
Colorado
$813K -$34.9K -536 -4%
Bank of America
15
Bank of America
North Carolina
$772K +$87.4K +1,340 +13%
LPL Financial
16
LPL Financial
California
$646K +$391 +6 +0.1%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$553K +$65 +1 +0%
GW
18
GW & Wade
Massachusetts
$550K +$11K +169 +2%
Ameriprise
19
Ameriprise
Minnesota
$463K -$57.6K -883 -11%
MGIA
20
Moneta Group Investment Advisors
Missouri
$442K +$522 +8 +0.1%
CAL
21
Capital Advisors Ltd
Ohio
$436K
Invesco
22
Invesco
Georgia
$421K -$21K -322 -5%
Stifel Financial
23
Stifel Financial
Missouri
$416K +$17.5K +269 +4%
ADL
24
Asset Dedication LLC
California
$414K +$35.6K +546 +9%
BPA
25
Beacon Pointe Advisors
California
$215K

DIM Hedge Fund Activity: Q1 2022 in Review

48 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2022, worth a combined $45.5M — down 8.5% from $49.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DIM and 5 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was GHP Investment Advisors, adding an estimated $288K. The largest seller was Bank of New York Mellon, cutting an estimated $1.04M.

  • 48 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2022, down from 51 in Q4 2021.
  • Funds reported $45.5M of WisdomTree International MidCap Dividend Fund stock for Q1 2022, down 8.5% quarter-over-quarter.
  • 5 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2022 and 7 closed out, a net change of -2 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2022 was GHP Investment Advisors, an estimated $288K added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2022 was Bank of New York Mellon, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2022.