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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
JWA
301
JFS Wealth Advisors
Pennsylvania
$4.05K +$29 +1 +0.8%
CFD
302
Creative Financial Designs
Indiana
$3.51K – – –
PA
303
Parallel Advisors
California
$3.22K – – –
TAM
304
Tucker Asset Management
Colorado
$2.64K – – –
CWC
305
Carolinas Wealth Consulting
North Carolina
$2.33K +$2.09K +72 New
CAS
306
Coppell Advisory Solutions
Texas
$1.77K -$1.8K -62 -53%
BCWM
307
Bartlett & Co Wealth Management
Ohio
$1.43K – – –
NL
308
NVWM LLC
Pennsylvania
$1.35K – – –
BC
309
Bartlett & Co
Ohio
$1K – – –
CT
310
Clearstead Trust
Maine
$676 – – –
FGAM
311
Financial Gravity Asset Management
Texas
$487 +$232 +8 +100%
EWM
312
EPG Wealth Management
Georgia
$91 – – –
VAG
313
VisionPoint Advisory Group
Texas
$15 +$29 +1 New
Citadel Advisors
314
Citadel Advisors
Florida
– -$5.38M -190,745 Closed
Susquehanna International Group
315
Susquehanna International Group
Pennsylvania
– -$2.01M -69,211 Closed
JCM
316
Janney Capital Management
Pennsylvania
– -$1.87M -66,392 Closed
Jane Street
317
Jane Street
New York
– -$1.5M -53,220 Closed
SFS
318
Sowell Financial Services
Arkansas
– -$309K -10,965 Closed
MOS
319
MGO One Seven
Ohio
– -$292K -10,364 Closed
Renaissance Technologies
320
Renaissance Technologies
New York
– -$271K -9,600 Closed
SFC
321
Strategic Financial Concepts
Texas
– -$252K -8,951 Closed
GW
322
GW & Wade
Massachusetts
– -$207K -7,331 Closed
SFC
323
SYM Financial Corp
Indiana
– -$77.5K -2,749 Closed
CSPIA
324
Cary Street Partners Investment Advisory
Virginia
– -$50.5K -1,791 Closed
FHA
325
First Horizon Advisors
Tennessee
– -$21.9K -776 Closed
10 11 12
13
14

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.