WisdomTree US SmallCap Dividend Fund
DES
295 hedge funds and large institutions have $794M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 23 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 93
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
0.87% more ownership
Funds ownership: 44.34% → 45.21% (+0.87%)
0% more funds holding
Funds holding: 295 → 295 (0)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6% less capital invested
Capital invested by funds: $844M → $794M (-$50.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.7M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$8.07M |
| 3 |
AssetMark Inc
Concord,
California
|
+$4.85M |
| 4 |
Cerity Partners
New York
|
+$3.24M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
-$3.78M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$3.48M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.13M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.05M |
| 5 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$875K |
DES Hedge Fund Activity: Q2 2022 in Review
295 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2022, worth a combined $794M — down 6% from $844M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DES positions and 23 closed out — a net gain of 4 holders — while 110 added to existing stakes and 93 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $13.7M. The largest seller was Del-Sette Capital Management, cutting an estimated $3.78M.
- 295 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $794M of WisdomTree US SmallCap Dividend Fund stock for Q2 2022, down 6% quarter-over-quarter.
- 27 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2022 and 23 closed out, a net change of +4 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q2 2022 was AE Wealth Management, an estimated $13.7M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q2 2022 was Del-Sette Capital Management, an estimated $3.78M sold.
Based on aggregated 13F filings for Q2 2022.