WisdomTree US SmallCap Dividend Fund
DES
87 hedge funds and large institutions have $328M invested in WisdomTree US SmallCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 17 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
153% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 17
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more capital invested
Capital invested by funds: $278M → $328M (+$50.4M)
12% more funds holding
Funds holding: 78 → 87 (+9)
9.92% less ownership
Funds ownership: 122.45% → 112.53% (-9.9%)
52% less call options, than puts
Call options by funds: $620K | Put options by funds: $1.28M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.68M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.46M |
| 3 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$4.39M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$4.36M |
| 5 |
EM
EnTrustPermal Management
New York
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.96M |
| 2 |
IT
Investors Trust
Dallas,
Texas
|
-$3.16M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.14M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.08M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$383K |
DES Hedge Fund Activity: Q3 2013 in Review
87 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q3 2013, worth a combined $328M — up 18% from $278M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DES positions and 4 closed out — a net gain of 10 holders — while 43 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.68M. The largest seller was Susquehanna International Group, cutting an estimated $5.96M.
- 87 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q3 2013, up from 78 in Q2 2013.
- Funds reported $328M of WisdomTree US SmallCap Dividend Fund stock for Q3 2013, up 18% quarter-over-quarter.
- 14 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q3 2013 and 4 closed out, a net change of +10 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q3 2013 was Morgan Stanley, an estimated $5.68M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q3 2013 was Susquehanna International Group, an estimated $5.96M sold.
Based on aggregated 13F filings for Q3 2013.