WisdomTree US SmallCap Dividend Fund
246 hedge funds and large institutions have $790M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 22 closing their positions.
28% more call options, than puts
Call options by funds: $407K | Put options by funds: $317K
23% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 79
1% more capital invested
Capital invested by funds: $782M → $790M (+$8.17M)
0.23% less ownership
Funds ownership: 37.56% → 37.34% (-0.23%)
5% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 22
2% less funds holding
Funds holding: 251 → 246 (-5)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$16.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.22M |
| 3 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$3.59M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.11M |
| 5 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$14.7M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$10.1M |
| 3 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$6.2M |
| 4 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$1.78M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.03M |
DES Hedge Fund Activity: Q2 2019 in Review
246 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2019, worth a combined $790M — up 1% from $782M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of DES and 21 opened new positions — a net loss of 1 holder — while 79 trimmed existing stakes and 97 added.
The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $16.2M. The largest seller was LPL Financial, cutting an estimated $14.7M.
- 246 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2019, down from 251 in Q1 2019.
- Funds reported $790M of WisdomTree US SmallCap Dividend Fund stock for Q2 2019, up 1% quarter-over-quarter.
- 21 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2019 and 22 closed out, a net change of -1 holder.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q2 2019 was Connecticut Wealth Management, an estimated $16.2M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q2 2019 was LPL Financial, an estimated $14.7M sold.
Based on aggregated 13F filings for Q2 2019.