WisdomTree US SmallCap Dividend Fund
246 hedge funds and large institutions have $792M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 20 closing their positions.
63% more call options, than puts
Call options by funds: $517K | Put options by funds: $317K
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
4% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 83
0% more capital invested
Capital invested by funds: $790M → $792M (+$2.02M)
0.25% more ownership
Funds ownership: 37.34% → 37.58% (+0.25%)
0% more funds holding
Funds holding: 246 → 246 (0)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.52M |
| 2 |
Morgan Stanley
New York
|
+$3.21M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.13M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
+$2.1M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$3.63M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.53M |
| 3 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$2.71M |
| 4 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
-$2.09M |
| 5 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$1.81M |
DES Hedge Fund Activity: Q3 2019 in Review
246 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q3 2019, worth a combined $792M — up 0.26% from $790M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DES positions and 20 closed out — a net gain of 5 holders — while 86 added to existing stakes and 83 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $3.52M. The largest seller was AssetMark Inc, cutting an estimated $3.63M.
- 246 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $792M of WisdomTree US SmallCap Dividend Fund stock for Q3 2019, up 0.26% quarter-over-quarter.
- 25 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q3 2019 and 20 closed out, a net change of +5 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q3 2019 was Mercer Global Advisors, an estimated $3.52M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q3 2019 was AssetMark Inc, an estimated $3.63M sold.
Based on aggregated 13F filings for Q3 2019.