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WisdomTree International MidCap Dividend Fund

43 hedge funds and large institutions have $35.8M invested in WisdomTree International MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

2.71% less ownership

Funds ownership: 35.52%32.81% (-2.7%)

4% less funds holding

Funds holding: 4543 (-2)

17% less capital invested

Capital invested by funds: $43.2M → $35.8M (-$7.5M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
GHP Investment Advisors
Colorado
$7.71M -$1.58M -29,157 -15%
Jane Street
2
Jane Street
New York
$3.26M +$1.61M +29,573 +75%
SMC
3
Smith, Moore & Co
Missouri
$3.08M -$121K -2,218 -3%
UBS Group
4
UBS Group
Switzerland
$3.05M -$70K -1,289 -2%
Morgan Stanley
5
Morgan Stanley
New York
$2.82M -$251K -4,628 -7%
Wells Fargo
6
Wells Fargo
California
$2.21M -$352K -6,475 -12%
TC
7
Tacita Capital
Ontario, Canada
$1.86M +$18.7K +345 +0.9%
Bank of America
8
Bank of America
North Carolina
$1.52M +$976K +17,965 +127%
HCM
9
Howland Capital Management
Massachusetts
$1.03M
FTUS
10
Flow Traders U.S.
New York
$912K +$186K +3,430 +22%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$733K -$15.3K -282 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$703K +$16.9K +312 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$675K +$774K +14,253 New
WTA
14
Washington Trust Advisors
Massachusetts
$666K +$43.6K +802 +6%
CA
15
Cetera Advisors
Colorado
$656K +$13.7K +253 +2%
OCM
16
One Capital Management
California
$652K +$435 +8 +0.1%
IWA
17
Intercontinental Wealth Advisors
Texas
$602K
LPL Financial
18
LPL Financial
California
$564K -$3.64K -67 -0.6%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$480K +$81.7K +1,504 +17%
GW
20
GW & Wade
Massachusetts
$371K -$48.2K -888 -10%
Stifel Financial
21
Stifel Financial
Missouri
$356K +$11.3K +208 +3%
ADL
22
Asset Dedication LLC
California
$355K
CAL
23
Capital Advisors Ltd
Ohio
$322K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$321K -$1.17M -21,454 -76%
Invesco
25
Invesco
Georgia
$306K -$10.9K -200 -3%

DIM Hedge Fund Activity: Q3 2022 in Review

43 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2022, worth a combined $35.8M — down 17% from $43.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DIM and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $1.61M. The largest seller was GHP Investment Advisors, cutting an estimated $1.58M.

  • 43 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2022, down from 45 in Q2 2022.
  • Funds reported $35.8M of WisdomTree International MidCap Dividend Fund stock for Q3 2022, down 17% quarter-over-quarter.
  • 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2022 and 6 closed out, a net change of -2 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2022 was Jane Street, an estimated $1.61M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2022 was GHP Investment Advisors, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2022.