WisdomTree US SmallCap Dividend Fund
242 hedge funds and large institutions have $575M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 116 reducing their positions, and 38 closing their positions.
3,883% more call options, than puts
Call options by funds: $239K | Put options by funds: $6K
8% more capital invested
Capital invested by funds: $532M → $575M (+$43.2M)
0.39% more ownership
Funds ownership: 40.32% → 40.71% (+0.39%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less funds holding
Funds holding: 264 → 242 (-22)
40% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 116
50% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$22.3M |
| 2 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$2.81M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$2.79M |
| 4 |
HA
HC Advisors
Sandy Springs,
Georgia
|
+$2.48M |
| 5 |
PPP
Private Portfolio Partners
Paramus,
New Jersey
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$19.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$14.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.2M |
| 4 |
Morgan Stanley
New York
|
-$4.64M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.94M |
DES Hedge Fund Activity: Q2 2020 in Review
242 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2020, worth a combined $575M — up 8.1% from $532M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of DES and 19 opened new positions — a net loss of 19 holders — while 116 trimmed existing stakes and 70 added.
The largest buyer was Royal Bank of Canada, adding an estimated $22.3M. The largest seller was UBS Group, cutting an estimated $19.2M.
- 242 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2020, down from 264 in Q1 2020.
- Funds reported $575M of WisdomTree US SmallCap Dividend Fund stock for Q2 2020, up 8.1% quarter-over-quarter.
- 19 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2020 and 38 closed out, a net change of -19 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q2 2020 was Royal Bank of Canada, an estimated $22.3M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q2 2020 was UBS Group, an estimated $19.2M sold.
Based on aggregated 13F filings for Q2 2020.