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WisdomTree International MidCap Dividend Fund

42 hedge funds and large institutions have $32.9M invested in WisdomTree International MidCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

2% less funds holding

Funds holding: 4342 (-1)

7.72% less ownership

Funds ownership: 32.06%24.34% (-7.7%)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

28% less capital invested

Capital invested by funds: $45.8M → $32.9M (-$12.9M)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
1
Mesirow Financial Investment Management
Illinois
$6.29M +$816K +13,472 +16%
Morgan Stanley
2
Morgan Stanley
New York
$3.23M -$3.03M -50,076 -49%
GIA
3
GHP Investment Advisors
Colorado
$3.15M -$316K -5,213 -9%
Bank of America
4
Bank of America
North Carolina
$2.11M -$32.9K -543 -2%
SMC
5
Smith, Moore & Co
Missouri
$2.03M -$177K -2,918 -8%
Wells Fargo
6
Wells Fargo
California
$1.67M +$28.3K +467 +2%
UBS Group
7
UBS Group
Switzerland
$1.1M -$56.4K -931 -5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.05M -$990K -16,330 -49%
Citadel Advisors
9
Citadel Advisors
Florida
$961K -$4.15M -68,424 -82%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$960K +$925K +15,259 New
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$955K +$61 +1 +0%
OMC
12
Old Mission Capital
Illinois
$949K +$238K +3,928 +35%
OCM
13
One Capital Management
California
$823K -$38.9K -642 -5%
CA
14
Cetera Advisors
Colorado
$806K -$37.9K -626 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$734K -$59.6K -984 -8%
LPL Financial
16
LPL Financial
California
$717K +$72.4K +1,195 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$663K -$60.5K -999 -9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$660K +$327K +5,391 +106%
GWM
19
Geneos Wealth Management
Colorado
$592K +$118K +1,951 +26%
Invesco
20
Invesco
Georgia
$588K +$7.82K +129 +1%
Stifel Financial
21
Stifel Financial
Missouri
$397K +$38.1K +628 +11%
Jane Street
22
Jane Street
New York
$392K -$6.98M -115,193 -95%
WTA
23
Washington Trust Advisors
Massachusetts
$312K
PAG
24
Private Advisor Group
New Jersey
$250K -$8.18K -135 -3%
AWM
25
Apollon Wealth Management
South Carolina
$242K +$61 +1 +0%

DIM Hedge Fund Activity: Q1 2024 in Review

42 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q1 2024, worth a combined $32.9M — down 28% from $45.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DIM and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 16 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $925K. The largest seller was Jane Street, cutting an estimated $6.98M.

  • 42 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q1 2024, down from 43 in Q4 2023.
  • Funds reported $32.9M of WisdomTree International MidCap Dividend Fund stock for Q1 2024, down 28% quarter-over-quarter.
  • 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q1 2024 and 5 closed out, a net change of -1 holder.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $925K added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q1 2024 was Jane Street, an estimated $6.98M sold.

Based on aggregated 13F filings for Q1 2024.