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WisdomTree US SmallCap Dividend Fund
DES

78 hedge funds and large institutions have $278M invested in WisdomTree US SmallCap Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 78 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

122.45% more ownership

Funds ownership: 0% → 122.45% (+122%)

71% less call options, than puts

Call options by funds: $362K | Put options by funds: $1.27M

Holders
78
Holders Change
+78
Holders Change %
–
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
78
Increased
–
Reduced
–
Closed
–
Calls
$362K
Puts
$1.27M
Net Calls
-$904K
Net Calls Change
-$904K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
Cobiz Wealth
Colorado
$2.11M +$2.08M +108,594 New
AIM
27
Aspen Investment Management
Michigan
$1.9M +$1.87M +97,758 New
BCI
28
Brinker Capital Investments
Pennsylvania
$1.84M +$1.81M +94,383 New
WSTAM
29
Wilbanks Smith & Thomas Asset Management
Virginia
$1.68M +$1.66M +86,457 New
SB
30
Suntrust Banks
Georgia
$1.49M +$1.46M +76,377 New
WC
31
Whitnell & Co
Illinois
$1.19M +$1.17M +61,044 New
CAL
32
Capital Analysts LLC
Pennsylvania
$1.14M +$1.12M +58,371 New
VFS
33
VSR Financial Services
Kansas
$1.09M +$1.08M +56,142 New
MWP
34
Moller Wealth Partners
$1.01M +$994K +51,819 New
V
35
Veritable
Delaware
$948K +$935K +48,765 New
WCM
36
Wisconsin Capital Management
Wisconsin
$914K +$902K +47,010 New
SNC
37
Stifel Nicolaus & Co
Missouri
$846K +$834K +43,500 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$802K +$791K +41,223 New
FCI
39
Financial Counselors Inc
Kansas
$741K +$730K +38,079 New
Invesco
40
Invesco
Georgia
$693K +$683K +35,625 New
RJA
41
Raymond James & Associates
Florida
$637K +$628K +32,763 New
SF
42
Synovus Financial
Georgia
$604K +$595K +31,035 New
TT
43
Tower Trust
Indiana
$580K +$572K +29,844 New
SAM
44
SignalPoint Asset Management
Missouri
$575K +$567K +29,553 New
Bank of New York Mellon
45
Bank of New York Mellon
New York
$567K +$559K +29,163 New
CWM
46
Concert Wealth Management
California
$517K +$509K +26,544 New
MFS
47
MSI Financial Services
Massachusetts
$500K +$493K +25,689 New
1GA
48
1st Global Advisors
Texas
$482K +$475K +24,786 New
EWM
49
Empirical Wealth Management
Washington
$453K +$447K +23,289 New
MIH
50
Madison Investment Holdings
Wisconsin
$450K +$443K +23,112 New
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DES Hedge Fund Activity: Q2 2013 in Review

78 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2013, worth a combined $278M.

Buyers outnumbered sellers: 78 funds opened new DES positions and 0 closed out — a net gain of 78 holders — while 0 added to existing stakes and 0 trimmed.

  • 78 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $278M of WisdomTree US SmallCap Dividend Fund stock for Q2 2013.
  • 78 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2013 and 0 closed out, a net change of +78 holders.

Based on aggregated 13F filings for Q2 2013.