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WisdomTree International MidCap Dividend Fund

41 hedge funds and large institutions have $30.1M invested in WisdomTree International MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.02% less ownership

Funds ownership: 27.03%24.01% (-3%)

9% less capital invested

Capital invested by funds: $33M → $30.1M (-$2.89M)

11% less funds holding

Funds holding: 4641 (-5)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
GHP Investment Advisors
Colorado
$6.05M -$1.23M -21,093 -17%
Morgan Stanley
2
Morgan Stanley
New York
$4M +$674K +11,529 +20%
SMC
3
Smith, Moore & Co
Missouri
$3.59M -$14.8K -253 -0.4%
Bank of America
4
Bank of America
North Carolina
$2.68M +$513K +8,780 +24%
Wells Fargo
5
Wells Fargo
California
$1.54M -$19.7K -337 -1%
Citadel Advisors
6
Citadel Advisors
Florida
$1.44M -$961K -16,450 -40%
FTUS
7
Flow Traders U.S.
New York
$1.33M +$707K +12,100 +114%
UBS Group
8
UBS Group
Switzerland
$1.15M -$157K -2,686 -12%
LPL Financial
9
LPL Financial
California
$849K +$82.7K +1,416 +11%
CA
10
Cetera Advisors
Colorado
$817K -$20.3K -347 -2%
OCM
11
One Capital Management
California
$816K +$3.56K +61 +0.4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$750K -$39.1K -670 -5%
HCM
13
Howland Capital Management
Massachusetts
$716K -$18.1K -310 -2%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$593K +$292 +5 +0%
WTA
15
Washington Trust Advisors
Massachusetts
$562K
ADL
16
Asset Dedication LLC
California
$530K +$14.5K +248 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$409K -$928K -15,883 -69%
Invesco
18
Invesco
Georgia
$402K -$27.9K -478 -7%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$358K +$358K +6,126 New
Stifel Financial
20
Stifel Financial
Missouri
$326K -$90.7K -1,553 -22%
GWM
21
Geneos Wealth Management
Colorado
$312K +$52.8K +904 +20%
CFA
22
Cahill Financial Advisors
Minnesota
$234K +$467 +8 +0.2%
WT
23
Washington Trust
Rhode Island
$141K
CAL
24
Capital Advisors Ltd
Ohio
$131K -$266K -4,556 -67%
SWA
25
SOA Wealth Advisors
New York
$111K +$643 +11 +0.6%

DIM Hedge Fund Activity: Q1 2023 in Review

41 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2023, worth a combined $30.1M — down 8.7% from $33M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DIM and 6 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 13 added.

The largest buyer was Flow Traders U.S., adding an estimated $707K. The largest seller was GHP Investment Advisors, cutting an estimated $1.23M.

  • 41 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2023, down from 46 in Q4 2022.
  • Funds reported $30.1M of WisdomTree International MidCap Dividend Fund stock for Q1 2023, down 8.7% quarter-over-quarter.
  • 6 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2023 and 10 closed out, a net change of -4 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2023 was Flow Traders U.S., an estimated $707K added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2023 was GHP Investment Advisors, an estimated $1.23M sold.

Based on aggregated 13F filings for Q1 2023.