WisdomTree US SmallCap Dividend Fund
DES
299 hedge funds and large institutions have $860M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 112 increasing their positions, 75 reducing their positions, and 25 closing their positions.
119% more call options, than puts
Call options by funds: $476K | Put options by funds: $217K
104% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 25
49% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 75
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
12% more capital invested
Capital invested by funds: $768M → $860M (+$92.6M)
8% more funds holding
Funds holding: 277 → 299 (+22)
1.94% more ownership
Funds ownership: 42.21% → 44.15% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.33M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.14M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.9M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$1.88M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$4.12M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.93M |
| 3 |
PWAC
Private Wealth Advisors (California)
Fresno,
California
|
-$1.8M |
| 4 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$1.43M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$1.04M |
DES Hedge Fund Activity: Q4 2021 in Review
299 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2021, worth a combined $860M — up 12% from $768M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new DES positions and 25 closed out — a net gain of 26 holders — while 112 added to existing stakes and 75 trimmed.
The largest buyer was Bank of America, adding an estimated $3.33M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.12M sold.
- 299 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2021, up from 277 in Q3 2021.
- Funds reported $860M of WisdomTree US SmallCap Dividend Fund stock for Q4 2021, up 12% quarter-over-quarter.
- 51 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2021 and 25 closed out, a net change of +26 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2021 was Bank of America, an estimated $3.33M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2021 was Flow Traders U.S., an estimated $4.12M sold.
Based on aggregated 13F filings for Q4 2021.