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WisdomTree International MidCap Dividend Fund

37 hedge funds and large institutions have $33.5M invested in WisdomTree International MidCap Dividend Fund in 2023 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

12% more capital invested

Capital invested by funds: $30M → $33.5M (+$3.51M)

2.34% more ownership

Funds ownership: 23.05%25.39% (+2.3%)

5% less funds holding

Funds holding: 3937 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.59%
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
Jane Street
1
Jane Street
New York
$4.26M +$476K +8,186 +12%
SMC
2
Smith, Moore & Co
Missouri
$3.32M -$15.3K -263 -0.4%
GIA
3
GHP Investment Advisors
Colorado
$3.18M -$317K -5,446 -9%
Morgan Stanley
4
Morgan Stanley
New York
$2.82M -$246K -4,225 -8%
FTUS
5
Flow Traders U.S.
New York
$2.41M +$885K +15,209 +55%
Bank of America
6
Bank of America
North Carolina
$2.36M +$246K +4,223 +11%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.62M +$1.68M +28,893 New
Citadel Advisors
8
Citadel Advisors
Florida
$1.62M +$1.01M +17,402 +152%
Wells Fargo
9
Wells Fargo
California
$1.49M +$105K +1,802 +7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.42M +$1.47M +25,272 New
UBS Group
11
UBS Group
Switzerland
$1.03M -$63.4K -1,090 -6%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$852K +$291K +5,004 +49%
OCM
13
One Capital Management
California
$792K +$814 +14 +0.1%
CA
14
Cetera Advisors
Colorado
$775K -$15.4K -265 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$765K -$2.09K -36 -0.3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$731K +$8.09K +139 +1%
HCM
17
Howland Capital Management
Massachusetts
$650K
LPL Financial
18
LPL Financial
California
$511K -$93.3K -1,604 -15%
Invesco
19
Invesco
Georgia
$492K +$6.57K +113 +1%
GWM
20
Geneos Wealth Management
Colorado
$366K +$43.6K +750 +13%
OMC
21
Old Mission Capital
Illinois
$357K +$155K +2,667 +72%
Stifel Financial
22
Stifel Financial
Missouri
$318K -$814 -14 -0.2%
WTA
23
Washington Trust Advisors
Massachusetts
$314K
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$267K -$287K -4,936 -52%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$202K +$209K +3,589 New

DIM Hedge Fund Activity: Q3 2023 in Review

37 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q3 2023, worth a combined $33.5M — up 12% from $30M 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 Susquehanna International Group, opening a new position worth an estimated $1.68M. The largest seller was Asset Dedication LLC, cutting an estimated $458K.

  • 37 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q3 2023, down from 39 in Q2 2023.
  • Funds reported $33.5M of WisdomTree International MidCap Dividend Fund stock for Q3 2023, up 12% quarter-over-quarter.
  • 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q3 2023 and 6 closed out, a net change of -2 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q3 2023 was Susquehanna International Group, an estimated $1.68M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q3 2023 was Asset Dedication LLC, an estimated $458K sold.

Based on aggregated 13F filings for Q3 2023.