WisdomTree US SmallCap Dividend Fund
275 hedge funds and large institutions have $795M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 28 closing their positions.
43% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 28
17% more capital invested
Capital invested by funds: $680M → $795M (+$115M)
3% more funds holding
Funds holding: 266 → 275 (+9)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.06% less ownership
Funds ownership: 42.81% → 42.75% (-0.06%)
33% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 112
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.41M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$3.06M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$5.81M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.11M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$4.72M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$4M |
| 5 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$3.26M |
DES Hedge Fund Activity: Q1 2021 in Review
275 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q1 2021, worth a combined $795M — up 17% from $680M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new DES positions and 28 closed out — a net gain of 12 holders — while 75 added to existing stakes and 112 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.6M. The largest seller was AssetMark Inc, cutting an estimated $5.81M.
- 275 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q1 2021, up from 266 in Q4 2020.
- Funds reported $795M of WisdomTree US SmallCap Dividend Fund stock for Q1 2021, up 17% quarter-over-quarter.
- 40 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q1 2021 and 28 closed out, a net change of +12 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q1 2021 was Morgan Stanley, an estimated $10.6M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q1 2021 was AssetMark Inc, an estimated $5.81M sold.
Based on aggregated 13F filings for Q1 2021.