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WisdomTree International MidCap Dividend Fund

37 hedge funds and large institutions have $29.9M invested in WisdomTree International MidCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.65% less ownership

Funds ownership: 29.68%24.03% (-5.6%)

12% less funds holding

Funds holding: 4237 (-5)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

28% less capital invested

Capital invested by funds: $41.3M → $29.9M (-$11.4M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
37
Holders Change
-5
Holders Change %
-11.9%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
1
Mesirow Financial Investment Management
Illinois
$6M -$6.4M -101,342 -51%
Morgan Stanley
2
Morgan Stanley
New York
$3.37M +$820K +12,988 +31%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.78M -$392K -6,216 -12%
Bank of America
4
Bank of America
North Carolina
$2.17M +$217K +3,439 +11%
GIA
5
GHP Investment Advisors
Colorado
$2.04M -$60.7K -962 -3%
SMC
6
Smith, Moore & Co
Missouri
$1.94M -$19.4K -307 -1%
Wells Fargo
7
Wells Fargo
California
$1.52M -$52.8K -836 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.1M +$947K +14,999 +493%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$1.08M +$79.4K +1,257 +8%
UBS Group
10
UBS Group
Switzerland
$919K -$51.5K -816 -5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$912K +$47.2K +748 +5%
GWM
12
Geneos Wealth Management
Colorado
$736K +$39.1K +620 +5%
OCM
13
One Capital Management
California
$712K -$64.7K -1,024 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$632K -$62.9K -997 -9%
Jane Street
15
Jane Street
New York
$472K -$519K -8,223 -51%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$435K -$208K -3,296 -32%
Invesco
17
Invesco
Georgia
$421K +$5.24K +83 +1%
Citadel Advisors
18
Citadel Advisors
Florida
$377K +$392K +6,203 New
LPL Financial
19
LPL Financial
California
$282K -$3.03K -48 -1%
PAS
20
Park Avenue Securities
New York
$267K +$277K +4,390 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$235K +$244K +3,869 New
AWM
22
Apollon Wealth Management
South Carolina
$235K +$253 +4 +0.1%
CFP
23
Cascade Financial Partners
California
$222K
Stifel Financial
24
Stifel Financial
Missouri
$216K +$758 +12 +0.3%
SEIA
25
Signature Estate & Investment Advisors
California
$212K +$1.77K +28 +0.8%

DIM Hedge Fund Activity: Q4 2024 in Review

37 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q4 2024, worth a combined $29.9M — down 28% from $41.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DIM and 4 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Envestnet Asset Management, adding an estimated $947K. The largest seller was Mesirow Financial Investment Management, cutting an estimated $6.4M.

  • 37 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q4 2024, down from 42 in Q3 2024.
  • Funds reported $29.9M of WisdomTree International MidCap Dividend Fund stock for Q4 2024, down 28% quarter-over-quarter.
  • 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q4 2024 and 7 closed out, a net change of -3 holders.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q4 2024 was Envestnet Asset Management, an estimated $947K added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q4 2024 was Mesirow Financial Investment Management, an estimated $6.4M sold.

Based on aggregated 13F filings for Q4 2024.