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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
299
Holders Change
+22
Holders Change %
+7.94%
% of All Funds
4.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
51
Increased
112
Reduced
75
Closed
25
Calls
$476K
Puts
$217K
Net Calls
+$259K
Net Calls Change
-$247K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.33M
2
Wells Fargo
Wells Fargo
California
+$2.14M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.9M
4
AWM
Apollon Wealth Management
South Carolina
+$1.88M
5
WP
WealthShield Partners
North Carolina
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$4.12M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.93M
3
PWAC
Private Wealth Advisors (California)
California
-$1.8M
4
HNB
Huntington National Bank
Ohio
-$1.43M
5
JFA
JNBA Financial Advisors
Minnesota
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
76
Cetera Advisor Networks
California
$1.58M +$358K +11,086 +30%
TA
77
TFG Advisers
Michigan
$1.54M +$1.33K +41 +0.1%
IWM
78
IHT Wealth Management
Illinois
$1.51M -$6.53K -202 -0.4%
SWM
79
Spire Wealth Management
Virginia
$1.49M +$1.24M +38,481 +563%
AAS
80
Avantax Advisory Services
Texas
$1.48M +$98.4K +3,042 +7%
PA
81
Pinnacle Associates
New York
$1.47M -$133K -4,120 -8%
JMPWA
82
JP Morgan Private Wealth Advisors
California
$1.43M +$275K +8,492 +24%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$1.42M -$854K -26,402 -38%
SS
84
Sunbelt Securities
Texas
$1.39M -$164K -5,057 -10%
APCM
85
Alaska Permanent Capital Management
Alaska
$1.37M – – –
WW
86
Waterfront Wealth
Kansas
$1.36M +$33.8K +1,045 +3%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$44.6K -1,380 -3%
PTP
88
Platform Technology Partners
New York
$1.34M – – –
WP
89
WealthShield Partners
North Carolina
$1.32M +$1.3M +40,053 New
VC
90
Vicus Capital
Pennsylvania
$1.31M +$84.2K +2,605 +7%
CAG
91
Csenge Advisory Group
Florida
$1.31M +$453 +14 +0%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$1.27M +$31.8K +984 +3%
PAG
93
Powers Advisory Group
Illinois
$1.26M +$1.24M +38,295 New
BPA
94
Beacon Pointe Advisors
California
$1.26M +$81.9K +2,534 +7%
MML Investors Services
95
MML Investors Services
Massachusetts
$1.23M +$90K +2,783 +8%
FFA
96
Freedman Financial Associates
Massachusetts
$1.22M +$1.65K +51 +0.1%
PWMAG
97
Pinnacle Wealth Management Advisory Group
New Jersey
$1.18M -$131K -4,045 -10%
GDP
98
Great Diamond Partners
Maine
$1.18M +$56.3K +1,742 +5%
FNT
99
First National Trust
Pennsylvania
$1.13M +$1.11M +34,320 New
HHGA
100
Halbert Hargrove Global Advisors
California
$1.11M +$13.8K +426 +1%
2 3
4
5 6

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.