WisdomTree US SmallCap Dividend Fund
295 hedge funds and large institutions have $841M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 22 closing their positions.
36% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 22
4% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 101
1% more capital invested
Capital invested by funds: $830M → $841M (+$11M)
0.45% more ownership
Funds ownership: 44.47% → 44.92% (+0.45%)
0% more funds holding
Funds holding: 295 → 295 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.14M |
| 2 |
HHRDM
H&H Retirement Design & Management
Las Vegas,
Nevada
|
+$4.68M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.89M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.57M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
-$3.17M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.37M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$1.95M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.91M |
| 5 |
AssetMark Inc
Concord,
California
|
-$1.66M |
DES Hedge Fund Activity: Q1 2023 in Review
295 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q1 2023, worth a combined $841M — up 1.3% from $830M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new DES positions and 22 closed out — a net gain of 8 holders — while 105 added to existing stakes and 101 trimmed.
The largest buyer was Bank of America, adding an estimated $5.14M. The largest seller was BCS Wealth Management, exiting entirely with an estimated $3.17M sold.
- 295 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $841M of WisdomTree US SmallCap Dividend Fund stock for Q1 2023, up 1.3% quarter-over-quarter.
- 30 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q1 2023 and 22 closed out, a net change of +8 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q1 2023 was Bank of America, an estimated $5.14M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q1 2023 was BCS Wealth Management, an estimated $3.17M sold.
Based on aggregated 13F filings for Q1 2023.