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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
IGWM
251
ICA Group Wealth Management
Colorado
$85.5K +$77.2K +2,658 New
WB
252
Webster Bank
Connecticut
$83.8K – – –
EWM
253
Evermay Wealth Management
Virginia
$83.3K – – –
RFA
254
Resurgent Financial Advisors
Georgia
$80.9K -$5.32K -183 -7%
NS
255
NBC Securities
Alabama
$78K +$8.45K +291 +14%
PTC
256
Private Trust Company
Ohio
$77.9K -$8.71K -300 -11%
US Bancorp
257
US Bancorp
Minnesota
$76.9K – – –
UCB
258
United Community Bank
South Carolina
$73.4K – – –
AA
259
AlphaMark Advisors
Kentucky
$73K -$14.7K -506 -18%
VCM
260
Versant Capital Management
Arizona
$62.5K – – –
CFGS
261
Concourse Financial Group Securities
Alabama
$60.2K -$1.57K -54 -3%
TCOV
262
Trust Company of Vermont
Vermont
$58.7K -$12.3K -425 -19%
PWMG
263
Provence Wealth Management Group
California
$57.9K – – –
GRP
264
Global Retirement Partners
California
$56.3K +$1.02K +35 +2%
PO
265
Private Ocean
California
$52.3K – – –
T
266
Tidemark
California
$51.7K +$46.7K +1,608 New
CPG
267
Cornerstone Planning Group
New Jersey
$51.4K -$112K -3,871 -71%
FG
268
Fairman Group
Pennsylvania
$48.9K +$44.1K +1,518 New
CMBA
269
C.M. Bidwell & Associates
Hawaii
$47.3K – – –
MSG
270
Main Street Group
Virginia
$47K +$42.5K +1,462 New
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$45.8K – – –
LFG
272
Larson Financial Group
Missouri
$42.6K -$54.6K -1,881 -59%
PA
273
PSI Advisors
Florida
$42.5K -$3.57K -123 -9%
PP
274
PrairieView Partners
Minnesota
$42K – – –
Citigroup
275
Citigroup
New York
$41.9K +$6.36K +219 +20%
9 10
11
12 13

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.