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WisdomTree International MidCap Dividend Fund

43 hedge funds and large institutions have $45.8M invested in WisdomTree International MidCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

37% more capital invested

Capital invested by funds: $33.5M → $45.8M (+$12.3M)

16% more funds holding

Funds holding: 3743 (+6)

6.66% more ownership

Funds ownership: 25.39%32.06% (+6.7%)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$7.38M +$2.6M +45,587 +60%
Morgan Stanley
2
Morgan Stanley
New York
$6.17M +$2.92M +51,182 +102%
MFIM
3
Mesirow Financial Investment Management
Illinois
$5.25M +$4.93M +86,445 New
Citadel Advisors
4
Citadel Advisors
Florida
$5.09M +$3.12M +54,840 +190%
GIA
5
GHP Investment Advisors
Colorado
$3.36M -$143K -2,509 -4%
SMC
6
Smith, Moore & Co
Missouri
$2.14M -$1.37M -23,974 -41%
Bank of America
7
Bank of America
North Carolina
$2.07M -$451K -7,909 -19%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.01M +$234K +4,106 +14%
Wells Fargo
9
Wells Fargo
California
$1.59M -$19.8K -348 -1%
UBS Group
10
UBS Group
Switzerland
$1.12M +$4.04K +71 +0.4%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$922K +$399 +7 +0%
OCM
12
One Capital Management
California
$835K -$20.8K -365 -3%
CA
13
Cetera Advisors
Colorado
$817K -$20.9K -366 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$769K -$55.1K -967 -7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$702K -$83.7K -1,469 -11%
OMC
16
Old Mission Capital
Illinois
$678K +$273K +4,790 +75%
LPL Financial
17
LPL Financial
California
$620K +$63.6K +1,117 +12%
Invesco
18
Invesco
Georgia
$560K +$25.9K +454 +5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$497K +$261K +4,586 +128%
GWM
20
Geneos Wealth Management
Colorado
$453K +$53K +930 +14%
Stifel Financial
21
Stifel Financial
Missouri
$345K +$855 +15 +0.3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$310K -$1.15M -20,169 -80%
WTA
23
Washington Trust Advisors
Massachusetts
$302K -$36.3K -637 -11%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$293K +$14.9K +261 +6%
PAG
25
Private Advisor Group
New Jersey
$250K +$234K +4,110 New

DIM Hedge Fund Activity: Q4 2023 in Review

43 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2023, worth a combined $45.8M — up 37% from $33.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIM positions and 2 closed out — a net gain of 6 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Mesirow Financial Investment Management, opening a new position worth an estimated $4.93M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.41M sold.

  • 43 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2023, up from 37 in Q3 2023.
  • Funds reported $45.8M of WisdomTree International MidCap Dividend Fund stock for Q4 2023, up 37% quarter-over-quarter.
  • 8 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2023 and 2 closed out, a net change of +6 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2023 was Mesirow Financial Investment Management, an estimated $4.93M added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2023 was Flow Traders U.S., an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2023.