WisdomTree US SmallCap Dividend Fund
321 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.
100% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 19
3% more funds holding
Funds holding: 312 → 321 (+9)
4% less capital invested
Capital invested by funds: $996M → $955M (-$40.6M)
2.62% less ownership
Funds ownership: 49.69% → 47.07% (-2.6%)
16% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 121
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14.9M |
| 2 |
PCG
Prosperity Consulting Group
Owings Mills,
Maryland
|
+$8.33M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.83M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.72M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$64M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$7.34M |
| 3 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$4.4M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.69M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.1M |
DES Hedge Fund Activity: Q1 2024 in Review
321 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q1 2024, worth a combined $955M — down 4.1% from $996M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new DES positions and 19 closed out — a net gain of 19 holders — while 102 added to existing stakes and 121 trimmed.
The largest buyer was Bank of America, adding an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $64M.
- 321 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q1 2024, up from 312 in Q4 2023.
- Funds reported $955M of WisdomTree US SmallCap Dividend Fund stock for Q1 2024, down 4.1% quarter-over-quarter.
- 38 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q1 2024 and 19 closed out, a net change of +19 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q1 2024 was Bank of America, an estimated $14.9M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $64M sold.
Based on aggregated 13F filings for Q1 2024.