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WisdomTree US SmallCap Dividend Fund
DES

273 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $795M → $805M (+$9.31M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.32% less ownership

Funds ownership: 42.75% → 42.43% (-0.32%)

1% less funds holding

Funds holding: 275 → 273 (-2)

3% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 93

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
90
Reduced
93
Closed
25
Calls
$427K
Puts
–
Net Calls
+$427K
Net Calls Change
-$283K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.27M
2
CWM
Connecticut Wealth Management
Connecticut
+$2.26M
3
PPW
Pasadena Private Wealth
California
+$1.69M
4
HNB
Huntington National Bank
Ohio
+$1.37M
5
UCFA
United Capital Financial Advisors
Texas
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
-$3.86M
2
BWM
BCS Wealth Management
Tennessee
-$3.77M
3
Creative Planning
Creative Planning
Kansas
-$3.7M
4
SPIA
Steward Partners Investment Advisory
New York
-$1.94M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
51
Capital Analysts LLC
Pennsylvania
$2.61M -$101K -3,123 -4%
TI
52
Truepoint Inc
Ohio
$2.58M – – –
VA
53
Valmark Advisers
Ohio
$2.41M +$119K +3,675 +5%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$2.36M +$192K +5,929 +9%
VC
55
Vestor Capital
Illinois
$2.33M -$114K -3,528 -5%
PAG
56
Private Advisor Group
New Jersey
$2.3M +$26.3K +813 +1%
CWM
57
Connecticut Wealth Management
Connecticut
$2.23M +$2.26M +69,812 New
JCM
58
Janney Capital Management
Pennsylvania
$2.15M -$60.1K -1,858 -3%
IWP
59
IAG Wealth Partners
Wisconsin
$2.14M -$140K -4,338 -6%
CCP
60
Cardan Capital Partners
Colorado
$2M +$342K +10,571 +20%
IWA
61
Intercontinental Wealth Advisors
Texas
$1.9M -$24.7K -763 -1%
IA
62
IFP Advisors
Florida
$1.85M +$356 +11 +0%
BCI
63
Brinker Capital Investments
Pennsylvania
$1.83M -$383K -11,849 -17%
PWAC
64
Private Wealth Advisors (California)
California
$1.79M +$128K +3,966 +8%
WAM
65
WealthTrust Asset Management
Florida
$1.77M +$1.8M +55,577 New
AIM
66
Aspen Investment Management
Michigan
$1.76M +$12.9K +400 +0.7%
HighTower Advisors
67
HighTower Advisors
Illinois
$1.73M +$58.8K +1,819 +3%
1WA
68
180 Wealth Advisors
Washington
$1.7M +$12.7K +392 +0.7%
CA
69
Cetera Advisors
Colorado
$1.7M +$559K +17,277 +48%
AWM
70
AE Wealth Management
Kansas
$1.7M -$14.1K -435 -0.8%
IWA
71
Inspirion Wealth Advisors
Illinois
$1.69M – – –
PA
72
Pinnacle Associates
New York
$1.63M -$54.2K -1,675 -3%
IWM
73
IHT Wealth Management
Illinois
$1.57M -$63.5K -1,963 -4%
SS
74
Sunbelt Securities
Texas
$1.5M -$65.9K -2,037 -4%
CTFG
75
Capstone Triton Financial Group
Oklahoma
$1.49M -$314K -9,706 -17%
1 2
3
4 5

DES Hedge Fund Activity: Q2 2021 in Review

273 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2021, worth a combined $805M — up 1.2% from $795M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DES positions and 25 closed out — a net gain of 2 holders — while 90 added to existing stakes and 93 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.27M. The largest seller was M&T Bank, cutting an estimated $3.86M.

  • 273 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2021, down from 275 in Q1 2021.
  • Funds reported $805M of WisdomTree US SmallCap Dividend Fund stock for Q2 2021, up 1.2% quarter-over-quarter.
  • 27 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2021 and 25 closed out, a net change of +2 holders.
  • The largest WisdomTree US SmallCap Dividend Fund buyer in Q2 2021 was LPL Financial, an estimated $5.27M added.
  • The largest WisdomTree US SmallCap Dividend Fund seller in Q2 2021 was M&T Bank, an estimated $3.86M sold.

Based on aggregated 13F filings for Q2 2021.