WisdomTree US SmallCap Dividend Fund
DES
284 hedge funds and large institutions have $719M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 32 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 97
1.04% less ownership
Funds ownership: 45.21% → 44.17% (-1%)
4% less funds holding
Funds holding: 295 → 284 (-11)
9% less capital invested
Capital invested by funds: $794M → $719M (-$74.9M)
13% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 32
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$22.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.17M |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$3.32M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.44M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$12.9M |
| 2 |
Morgan Stanley
New York
|
-$7.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.04M |
| 4 |
VCS
Vaughan & Co Securities
Ridgewood,
New Jersey
|
-$6.71M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$4.13M |
DES Hedge Fund Activity: Q3 2022 in Review
284 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q3 2022, worth a combined $719M — down 9.4% from $794M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of DES and 28 opened new positions — a net loss of 4 holders — while 97 trimmed existing stakes and 106 added.
The largest buyer was Bank of America, adding an estimated $22.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $12.9M sold.
- 284 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q3 2022, down from 295 in Q2 2022.
- Funds reported $719M of WisdomTree US SmallCap Dividend Fund stock for Q3 2022, down 9.4% quarter-over-quarter.
- 28 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q3 2022 and 32 closed out, a net change of -4 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q3 2022 was Bank of America, an estimated $22.8M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q3 2022 was AE Wealth Management, an estimated $12.9M sold.
Based on aggregated 13F filings for Q3 2022.