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WisdomTree US SmallCap Dividend Fund
DES

312 hedge funds and large institutions have $996M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 3 → 9 (+6)

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

24% more capital invested

Capital invested by funds: $805M → $996M (+$191M)

6% more funds holding

Funds holding: 294 → 312 (+18)

4.64% more ownership

Funds ownership: 45.04% → 49.69% (+4.6%)

4% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 109

Holders
312
Holders Change
+18
Holders Change %
+6.12%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
36
Increased
105
Reduced
109
Closed
17
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
-$40K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$62.5M
2
Wells Fargo
Wells Fargo
California
+$5.29M
3
DAS
Dynamic Advisor Solutions
Arizona
+$5.25M
4
MWM
Meridian Wealth Management
Kentucky
+$3.97M
5
M&T Bank
M&T Bank
New York
+$3.81M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$24.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.38M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.02M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.01M
5
JCM
Janney Capital Management
Pennsylvania
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$211K – – –
SWP
227
Stratos Wealth Partners
Ohio
$210K -$27.9K -961 -13%
NPT
228
National Philanthropic Trust
Pennsylvania
$209K +$189K +6,500 New
NIWA
229
New Insight Wealth Advisors
California
$204K +$184K +6,349 New
LPT
230
Legacy Private Trust
Wisconsin
$202K -$45.6K -1,570 -20%
AC
231
Anson Capital
Georgia
$201K +$181K +6,243 New
OIA
232
Optimum Investment Advisors
Illinois
$182K – – –
HI
233
Harbour Investments
Wisconsin
$182K -$5.2K -179 -3%
CT
234
Caldwell Trust
Florida
$176K – – –
CT
235
Colonial Trust
South Carolina
$161K -$10.5K -360 -7%
BBHC
236
Brown Brothers Harriman & Co
New York
$155K – – –
GWSG
237
GPS Wealth Strategies Group
Colorado
$153K -$5.29K -182 -4%
RIM
238
Rockbridge Investment Management
New York
$145K +$131K +4,516 New
HGERS
239
Householder Group Estate & Retirement Specialist
Arizona
$135K – – –
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$134K +$107K +3,698 +804%
BONH
241
Bank of New Hampshire
New Hampshire
$125K – – –
MA
242
MCF Advisors
Kentucky
$117K – – –
HWA
243
Heritage Wealth Advisors
Virginia
$112K – – –
SWM
244
Spire Wealth Management
Virginia
$110K +$66.7K +2,295 +178%
MFT
245
Moisand Fitzgerald Tamayo
Florida
$105K – – –
BFEC
246
Benjamin F. Edwards & Company
Missouri
$99K -$9.82K -338 -10%
FFA
247
Farther Finance Advisors
California
$95.4K +$86.1K +2,965 New
VCM
248
Viewpoint Capital Management
Washington
$91.9K – – –
BEI
249
Benjamin Edwards Inc
Missouri
$88K +$3.22K +111 +4%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$87.9K – – –
8 9
10
11 12

DES Hedge Fund Activity: Q4 2023 in Review

312 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2023, worth a combined $996M — up 24% from $805M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DES positions and 17 closed out — a net gain of 19 holders — while 105 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $62.5M. The largest seller was United Capital Financial Advisors, cutting an estimated $24.1M.

  • 312 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2023, up from 294 in Q3 2023.
  • Funds reported $996M of WisdomTree US SmallCap Dividend Fund stock for Q4 2023, up 24% quarter-over-quarter.
  • 36 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2023 and 17 closed out, a net change of +19 holders.
  • The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $62.5M added.
  • The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2023 was United Capital Financial Advisors, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2023.