We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund
DES

312 hedge funds and large institutions have $996M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 3 → 9 (+6)

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

24% more capital invested

Capital invested by funds: $805M → $996M (+$191M)

6% more funds holding

Funds holding: 294 → 312 (+18)

4.64% more ownership

Funds ownership: 45.04% → 49.69% (+4.6%)

4% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 109

Holders
312
Holders Change
+18
Holders Change %
+6.12%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
36
Increased
105
Reduced
109
Closed
17
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
-$40K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$62.5M
2
Wells Fargo
Wells Fargo
California
+$5.29M
3
DAS
Dynamic Advisor Solutions
Arizona
+$5.25M
4
MWM
Meridian Wealth Management
Kentucky
+$3.97M
5
M&T Bank
M&T Bank
New York
+$3.81M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$24.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.38M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.02M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.01M
5
JCM
Janney Capital Management
Pennsylvania
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$3.93M -$348K -11,993 -9%
GEA
52
Glen Eagle Advisors
New Jersey
$3.92M +$110K +3,786 +3%
BCMO
53
Buckingham Capital Management (Ohio)
Ohio
$3.89M -$622K -21,428 -15%
KC
54
Kades & Cheifetz
Pennsylvania
$3.71M +$81K +2,788 +2%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$3.69M +$81.1K +2,791 +2%
SYBT
56
Stock Yards Bank & Trust
Kentucky
$3.69M +$39.6K +1,365 +1%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$3.67M -$239K -8,237 -7%
CAN
58
Cetera Advisor Networks
California
$3.56M +$205K +7,050 +7%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$3.44M +$371K +12,759 +14%
AAS
60
Avantax Advisory Services
Texas
$3.16M -$69.1K -2,378 -2%
EAM
61
Evanson Asset Management
California
$3.11M +$3.22K +111 +0.1%
Cerity Partners
62
Cerity Partners
New York
$2.97M +$199K +6,847 +8%
VCS
63
Vaughan & Co Securities
New Jersey
$2.87M -$233K -8,036 -8%
JWM
64
JPL Wealth Management
Colorado
$2.87M +$2.59M +89,101 New
AWM
65
Apollon Wealth Management
South Carolina
$2.86M +$783K +26,975 +44%
BCI
66
Brinker Capital Investments
Pennsylvania
$2.76M -$387K -13,337 -13%
OPS
67
Orion Portfolio Solutions
Nebraska
$2.76M -$387K -13,337 -13%
JFA
68
JNBA Financial Advisors
Minnesota
$2.7M -$454K -15,625 -16%
FCI
69
Financial Counselors Inc
Kansas
$2.69M -$33.2K -1,144 -1%
DWMG
70
DB Wealth Management Group
California
$2.6M -$272K -9,369 -10%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$2.43M -$119K -4,083 -5%
FAP
72
Financial Advisory Partners
Florida
$2.43M +$30.4K +1,047 +1%
VC
73
Vestor Capital
Illinois
$2.39M +$3.4K +117 +0.2%
PAG
74
Private Advisor Group
New Jersey
$2.34M +$58.2K +2,004 +3%
AG
75
Ascent Group
Virginia
$2.19M -$128K -4,394 -6%
1 2
3
4 5

DES Hedge Fund Activity: Q4 2023 in Review

312 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2023, worth a combined $996M — up 24% from $805M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DES positions and 17 closed out — a net gain of 19 holders — while 105 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $62.5M. The largest seller was United Capital Financial Advisors, cutting an estimated $24.1M.

  • 312 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2023, up from 294 in Q3 2023.
  • Funds reported $996M of WisdomTree US SmallCap Dividend Fund stock for Q4 2023, up 24% quarter-over-quarter.
  • 36 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2023 and 17 closed out, a net change of +19 holders.
  • The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $62.5M added.
  • The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2023 was United Capital Financial Advisors, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2023.