WisdomTree US SmallCap Dividend Fund
DES
321 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
12% more capital invested
Capital invested by funds: $871M → $973M (+$102M)
0.43% less ownership
Funds ownership: 46.87% → 46.44% (-0.43%)
1% less funds holding
Funds holding: 324 → 321 (-3)
19% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 124
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$18.3M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$8.48M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$5.57M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.48M |
| 5 |
Two Sigma Investments
New York
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$9.51M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.83M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$5.74M |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$4.27M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.47M |
DES Hedge Fund Activity: Q3 2024 in Review
321 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q3 2024, worth a combined $973M — up 12% from $871M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DES positions and 17 closed out — a net gain of 3 holders — while 101 added to existing stakes and 124 trimmed.
The largest buyer was LPL Financial, adding an estimated $18.3M. The largest seller was Strategic Financial Concepts, cutting an estimated $9.51M.
- 321 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q3 2024, down from 324 in Q2 2024.
- Funds reported $973M of WisdomTree US SmallCap Dividend Fund stock for Q3 2024, up 12% quarter-over-quarter.
- 20 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q3 2024 and 17 closed out, a net change of +3 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q3 2024 was LPL Financial, an estimated $18.3M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q3 2024 was Strategic Financial Concepts, an estimated $9.51M sold.
Based on aggregated 13F filings for Q3 2024.