WisdomTree US SmallCap Dividend Fund
147 hedge funds and large institutions have $507M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 42 reducing their positions, and 16 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 42
38% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 16
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
11% more capital invested
Capital invested by funds: $456M → $507M (+$50.5M)
3% more funds holding
Funds holding: 143 → 147 (+4)
3.48% less ownership
Funds ownership: 113.13% → 109.64% (-3.5%)
13% less call options, than puts
Call options by funds: $1.41M | Put options by funds: $1.61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
+$13.8M |
| 2 |
Jane Street
New York
|
+$5.08M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.89M |
| 4 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
+$4.26M |
| 5 |
Morgan Stanley
New York
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$12.4M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.25M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$4.1M |
| 4 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$1.29M |
| 5 |
Bank of New York Mellon
New York
|
-$1.16M |
DES Hedge Fund Activity: Q2 2016 in Review
147 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2016, worth a combined $507M — up 11% from $456M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DES positions and 16 closed out — a net gain of 6 holders — while 63 added to existing stakes and 42 trimmed.
The largest buyer was FundX Investment Group, opening a new position worth an estimated $13.8M. The largest seller was LPL Financial, cutting an estimated $12.4M.
- 147 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2016, up from 143 in Q1 2016.
- Funds reported $507M of WisdomTree US SmallCap Dividend Fund stock for Q2 2016, up 11% quarter-over-quarter.
- 22 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2016 and 16 closed out, a net change of +6 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q2 2016 was FundX Investment Group, an estimated $13.8M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q2 2016 was LPL Financial, an estimated $12.4M sold.
Based on aggregated 13F filings for Q2 2016.