WisdomTree US SmallCap Dividend Fund
277 hedge funds and large institutions have $768M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 19 closing their positions.
32% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 19
1% more funds holding
Funds holding: 273 → 277 (+4)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.22% less ownership
Funds ownership: 42.43% → 42.21% (-0.22%)
5% less capital invested
Capital invested by funds: $805M → $768M (-$37.1M)
14% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$4.2M |
| 2 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
+$3.79M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$2.82M |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$1.62M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.39M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$3.68M |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$2.92M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.49M |
| 5 |
WAM
WealthTrust Asset Management
Destin,
Florida
|
-$1.77M |
DES Hedge Fund Activity: Q3 2021 in Review
277 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q3 2021, worth a combined $768M — down 4.6% from $805M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DES positions and 19 closed out — a net gain of 6 holders — while 87 added to existing stakes and 101 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $4.2M. The largest seller was Morgan Stanley, cutting an estimated $8.39M.
- 277 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q3 2021, up from 273 in Q2 2021.
- Funds reported $768M of WisdomTree US SmallCap Dividend Fund stock for Q3 2021, down 4.6% quarter-over-quarter.
- 25 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q3 2021 and 19 closed out, a net change of +6 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q3 2021 was Flow Traders U.S., an estimated $4.2M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q3 2021 was Morgan Stanley, an estimated $8.39M sold.
Based on aggregated 13F filings for Q3 2021.