WisdomTree US SmallCap Dividend Fund
251 hedge funds and large institutions have $782M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 26 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 64
27% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 26
19% more capital invested
Capital invested by funds: $659M → $782M (+$122M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2% more funds holding
Funds holding: 245 → 251 (+6)
1.18% more ownership
Funds ownership: 36.38% → 37.56% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.3M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$10M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.62M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.07M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
+$3.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.96M |
| 2 |
SAM
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
-$2.83M |
| 3 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$2.64M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$1.98M |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$1.89M |
DES Hedge Fund Activity: Q1 2019 in Review
251 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q1 2019, worth a combined $782M — up 19% from $659M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new DES positions and 26 closed out — a net gain of 7 holders — while 106 added to existing stakes and 64 trimmed.
The largest buyer was Bank of America, adding an estimated $12.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.96M sold.
- 251 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q1 2019, up from 245 in Q4 2018.
- Funds reported $782M of WisdomTree US SmallCap Dividend Fund stock for Q1 2019, up 19% quarter-over-quarter.
- 33 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q1 2019 and 26 closed out, a net change of +7 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q1 2019 was Bank of America, an estimated $12.3M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q1 2019 was Citadel Advisors, an estimated $2.96M sold.
Based on aggregated 13F filings for Q1 2019.