WisdomTree US SmallCap Dividend Fund
227 hedge funds and large institutions have $775M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 14 closing their positions.
286% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 14
77% more call options, than puts
Call options by funds: $1.03M | Put options by funds: $581K
45% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 56
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
19% more funds holding
Funds holding: 190 → 227 (+37)
7% more capital invested
Capital invested by funds: $725M → $775M (+$50.5M)
70.46% less ownership
Funds ownership: 107.61% → 37.15% (-70%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$6.94M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$6.45M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.66M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$4.19M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Starfire Investment Advisers
Southfield,
Michigan
|
-$9.31M |
| 2 |
TSS
Two Sigma Securities
New York
|
-$4.5M |
| 3 |
TA
TMD & Associates
Scottsdale,
Arizona
|
-$4.32M |
| 4 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$4.27M |
| 5 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$2.34M |
DES Hedge Fund Activity: Q4 2017 in Review
227 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2017, worth a combined $775M — up 7% from $725M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new DES positions and 14 closed out — a net gain of 40 holders — while 81 added to existing stakes and 56 trimmed.
The largest buyer was M&T Bank, adding an estimated $6.94M. The largest seller was Starfire Investment Advisers, exiting entirely with an estimated $9.31M sold.
- 227 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2017, up from 190 in Q3 2017.
- Funds reported $775M of WisdomTree US SmallCap Dividend Fund stock for Q4 2017, up 7% quarter-over-quarter.
- 54 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2017 and 14 closed out, a net change of +40 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2017 was M&T Bank, an estimated $6.94M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2017 was Starfire Investment Advisers, an estimated $9.31M sold.
Based on aggregated 13F filings for Q4 2017.