WisdomTree US SmallCap Dividend Fund
233 hedge funds and large institutions have $732M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 18 closing their positions.
322% more call options, than puts
Call options by funds: $912K | Put options by funds: $216K
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
23% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 75
3% more funds holding
Funds holding: 227 → 233 (+6)
0.67% less ownership
Funds ownership: 37.15% → 36.48% (-0.67%)
6% less capital invested
Capital invested by funds: $775M → $732M (-$43.1M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Starfire Investment Advisers
Southfield,
Michigan
|
+$9.22M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.8M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$3.03M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.44M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$13.6M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$7.79M |
| 3 |
Morgan Stanley
New York
|
-$7.21M |
| 4 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
-$4.64M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$3.34M |
DES Hedge Fund Activity: Q1 2018 in Review
233 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q1 2018, worth a combined $732M — down 5.6% from $775M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DES positions and 18 closed out — a net gain of 9 holders — while 92 added to existing stakes and 75 trimmed.
The largest buyer was Starfire Investment Advisers, opening a new position worth an estimated $9.22M. The largest seller was Bank of America, cutting an estimated $13.6M.
- 233 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q1 2018, up from 227 in Q4 2017.
- Funds reported $732M of WisdomTree US SmallCap Dividend Fund stock for Q1 2018, down 5.6% quarter-over-quarter.
- 27 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q1 2018 and 18 closed out, a net change of +9 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q1 2018 was Starfire Investment Advisers, an estimated $9.22M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q1 2018 was Bank of America, an estimated $13.6M sold.
Based on aggregated 13F filings for Q1 2018.