WisdomTree US SmallCap Dividend Fund
295 hedge funds and large institutions have $830M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 83 reducing their positions, and 22 closing their positions.
77% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 22
37% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 83
15% more capital invested
Capital invested by funds: $719M → $830M (+$111M)
4% more funds holding
Funds holding: 284 → 295 (+11)
0.3% more ownership
Funds ownership: 44.17% → 44.47% (+0.3%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
40% less call options, than puts
Call options by funds: $347K | Put options by funds: $574K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.02M |
| 2 |
LPL Financial
San Diego,
California
|
+$6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.5M |
| 4 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$4.13M |
| 5 |
BCMO
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
+$3.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$4.84M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.66M |
| 3 |
VCS
Vaughan & Co Securities
Ridgewood,
New Jersey
|
-$4.1M |
| 4 |
RIA
RPG Investment Advisory
Pleasanton,
California
|
-$2.69M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.08M |
DES Hedge Fund Activity: Q4 2022 in Review
295 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2022, worth a combined $830M — up 15% from $719M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new DES positions and 22 closed out — a net gain of 17 holders — while 114 added to existing stakes and 83 trimmed.
The largest buyer was Bank of America, adding an estimated $6.02M. The largest seller was AssetMark Inc, cutting an estimated $4.84M.
- 295 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2022, up from 284 in Q3 2022.
- Funds reported $830M of WisdomTree US SmallCap Dividend Fund stock for Q4 2022, up 15% quarter-over-quarter.
- 39 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2022 and 22 closed out, a net change of +17 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2022 was Bank of America, an estimated $6.02M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2022 was AssetMark Inc, an estimated $4.84M sold.
Based on aggregated 13F filings for Q4 2022.