WisdomTree US SmallCap Dividend Fund
DES
266 hedge funds and large institutions have $680M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 105 reducing their positions, and 18 closing their positions.
178% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 18
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
23% more capital invested
Capital invested by funds: $553M → $680M (+$127M)
10% more funds holding
Funds holding: 241 → 266 (+25)
0.83% more ownership
Funds ownership: 41.99% → 42.81% (+0.83%)
35% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 105
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.46M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.32M |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$3.56M |
| 4 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$3.09M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$9.1M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.39M |
| 3 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
-$6.32M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.49M |
| 5 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$3.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFA
276
Hoover Financial Advisors
Malvern,
Pennsylvania
| – | -$19K | -925 | Closed |
|
|
ABC
277
Associated Banc-Corp
Green Bay,
Wisconsin
| – | -$16K | -781 | Closed |
|
|
CSPIA
278
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$16K | -757 | Closed |
|
|
AIP
279
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$12K | -611 | Closed |
|
|
CFO
280
CVA Family Office
Denver,
Colorado
| – | -$11K | -500 | Closed |
|
281
US Bancorp
Minneapolis,
Minnesota
| – | -$4K | -210 | Closed |
|
|
JWM
282
Jeppson Wealth Management
Manhattan Beach,
California
| – | -$2K | -112 | Closed |
|
|
WCG
283
Weaver Consulting Group
Huntington Beach,
California
| – | -$2K | -105 | Closed |
|
|
KCM
284
Kathmere Capital Management
Wayne,
Pennsylvania
| – | -$1K | -26 | Closed |
|
|
SIAG
285
Safeguard Investment Advisory Group
Corona,
California
| – | +$218 | +9 | New |
|
DES Hedge Fund Activity: Q4 2020 in Review
266 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2020, worth a combined $680M — up 23% from $553M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new DES positions and 18 closed out — a net gain of 32 holders — while 68 added to existing stakes and 105 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.46M. The largest seller was Kestra Advisory Services, cutting an estimated $9.1M.
- 266 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2020, up from 241 in Q3 2020.
- Funds reported $680M of WisdomTree US SmallCap Dividend Fund stock for Q4 2020, up 23% quarter-over-quarter.
- 50 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2020 and 18 closed out, a net change of +32 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2020 was Morgan Stanley, an estimated $7.46M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2020 was Kestra Advisory Services, an estimated $9.1M sold.
Based on aggregated 13F filings for Q4 2020.