We are live on ! Find out more
DIM icon

WisdomTree International MidCap Dividend Fund

46 hedge funds and large institutions have $33M invested in WisdomTree International MidCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more funds holding

Funds holding: 4346 (+3)

5.78% less ownership

Funds ownership: 32.81%27.03% (-5.8%)

8% less capital invested

Capital invested by funds: $35.8M → $33M (-$2.75M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
GHP Investment Advisors
Colorado
$6.91M -$2.01M -38,172 -23%
SMC
2
Smith, Moore & Co
Missouri
$3.42M -$185K -3,510 -5%
Morgan Stanley
3
Morgan Stanley
New York
$3.16M -$136K -2,588 -4%
Citadel Advisors
4
Citadel Advisors
Florida
$2.28M +$1.41M +26,778 +188%
Bank of America
5
Bank of America
North Carolina
$2.06M +$267K +5,070 +16%
Wells Fargo
6
Wells Fargo
California
$1.48M -$1.05M -20,025 -43%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.27M +$847K +16,102 +238%
UBS Group
8
UBS Group
Switzerland
$1.24M -$2.22M -42,192 -65%
CA
9
Cetera Advisors
Colorado
$795K +$25.2K +479 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$781K -$73.9K -1,404 -9%
OCM
11
One Capital Management
California
$771K +$5.95K +113 +0.8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$749K -$70.3K -1,335 -9%
LPL Financial
13
LPL Financial
California
$727K +$62.5K +1,187 +10%
HCM
14
Howland Capital Management
Massachusetts
$697K -$481K -9,135 -42%
FTUS
15
Flow Traders U.S.
New York
$588K -$456K -8,673 -45%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$562K +$316 +6 +0.1%
WTA
17
Washington Trust Advisors
Massachusetts
$533K -$235K -4,461 -32%
OMC
18
Old Mission Capital
Illinois
$523K +$496K +9,429 New
Financial Engines Advisors
19
Financial Engines Advisors
California
$516K +$489K +9,298 New
ADL
20
Asset Dedication LLC
California
$489K +$69.9K +1,328 +18%
Invesco
21
Invesco
Georgia
$408K +$47.1K +894 +14%
Jane Street
22
Jane Street
New York
$402K -$3.24M -61,592 -89%
Stifel Financial
23
Stifel Financial
Missouri
$396K -$20.3K -386 -5%
CAL
24
Capital Advisors Ltd
Ohio
$377K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$368K +$349K +6,634 New

DIM Hedge Fund Activity: Q4 2022 in Review

46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2022, worth a combined $33M — down 7.7% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DIM positions and 5 closed out — a net gain of 4 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.41M. The largest seller was Jane Street, cutting an estimated $3.24M.

  • 46 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2022, up from 43 in Q3 2022.
  • Funds reported $33M of WisdomTree International MidCap Dividend Fund stock for Q4 2022, down 7.7% quarter-over-quarter.
  • 9 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2022 and 5 closed out, a net change of +4 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2022 was Citadel Advisors, an estimated $1.41M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2022 was Jane Street, an estimated $3.24M sold.

Based on aggregated 13F filings for Q4 2022.