WisdomTree US SmallCap Dividend Fund
DES
324 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.
33% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 18
1% more funds holding
Funds holding: 321 → 324 (+3)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.2% less ownership
Funds ownership: 47.07% → 46.87% (-0.2%)
9% less capital invested
Capital invested by funds: $955M → $871M (-$84.1M)
26% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$8.98M |
| 2 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$4.3M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.86M |
| 4 |
Goldman Sachs
New York
|
+$1.85M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CICC
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
-$7.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.85M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.28M |
| 4 |
AssetMark Inc
Concord,
California
|
-$3.51M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.27M |
DES Hedge Fund Activity: Q2 2024 in Review
324 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2024, worth a combined $871M — down 8.8% from $955M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DES positions and 18 closed out — a net gain of 6 holders — while 101 added to existing stakes and 137 trimmed.
The largest buyer was Strategic Financial Concepts, adding an estimated $8.98M. The largest seller was Capital Investment Counsel (Colorado), cutting an estimated $7.5M.
- 324 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2024, up from 321 in Q1 2024.
- Funds reported $871M of WisdomTree US SmallCap Dividend Fund stock for Q2 2024, down 8.8% quarter-over-quarter.
- 24 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2024 and 18 closed out, a net change of +6 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q2 2024 was Strategic Financial Concepts, an estimated $8.98M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q2 2024 was Capital Investment Counsel (Colorado), an estimated $7.5M sold.
Based on aggregated 13F filings for Q2 2024.