WisdomTree US SmallCap Dividend Fund
134 hedge funds and large institutions have $413M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 11 closing their positions.
25% more call options, than puts
Call options by funds: $511K | Put options by funds: $410K
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
1.38% more ownership
Funds ownership: 107.4% → 108.78% (+1.4%)
7% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 46
0% more funds holding
Funds holding: 134 → 134 (0)
9% less capital invested
Capital invested by funds: $454M → $413M (-$40.8M)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.13M |
| 2 |
Goldman Sachs
New York
|
+$4.11M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.53M |
| 4 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$2.38M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.35M |
| 2 |
C
CFO4Life
Coppell,
Texas
|
-$2.64M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.49M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.39M |
| 5 |
Morgan Stanley
New York
|
-$1.52M |
DES Hedge Fund Activity: Q3 2015 in Review
134 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q3 2015, worth a combined $413M — down 9% from $454M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DES positions and 11 closed out — a net gain of 2 holders — while 49 added to existing stakes and 46 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $7.13M. The largest seller was LPL Financial, cutting an estimated $4.35M.
- 134 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $413M of WisdomTree US SmallCap Dividend Fund stock for Q3 2015, down 9% quarter-over-quarter.
- 13 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q3 2015 and 11 closed out, a net change of +2 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q3 2015 was Raymond James Financial Services Advisors, an estimated $7.13M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q3 2015 was LPL Financial, an estimated $4.35M sold.
Based on aggregated 13F filings for Q3 2015.