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WisdomTree US SmallCap Dividend Fund
DES

312 hedge funds and large institutions have $996M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 3 → 9 (+6)

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

24% more capital invested

Capital invested by funds: $805M → $996M (+$191M)

6% more funds holding

Funds holding: 294 → 312 (+18)

4.64% more ownership

Funds ownership: 45.04% → 49.69% (+4.6%)

4% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 109

Holders
312
Holders Change
+18
Holders Change %
+6.12%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
36
Increased
105
Reduced
109
Closed
17
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
-$40K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$62.5M
2
Wells Fargo
Wells Fargo
California
+$5.29M
3
DAS
Dynamic Advisor Solutions
Arizona
+$5.25M
4
MWM
Meridian Wealth Management
Kentucky
+$3.97M
5
M&T Bank
M&T Bank
New York
+$3.81M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$24.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.38M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.02M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.01M
5
JCM
Janney Capital Management
Pennsylvania
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
HW
176
Hancock Whitney
Mississippi
$417K -$368K -12,681 -49%
PT
177
Plimoth Trust
Massachusetts
$416K -$48K -1,652 -11%
FFS
178
Founders Financial Securities
Maryland
$404K +$26.5K +913 +8%
WI
179
Wintrust Investments
Illinois
$404K +$20.3K +700 +6%
Invesco
180
Invesco
Georgia
$393K +$18.2K +627 +5%
PCS
181
Personal CFO Solutions
New Jersey
$386K – – –
MWP
182
Moller Wealth Partners
$381K +$30.9K +1,064 +10%
SCM
183
Sebold Capital Management
Illinois
$374K -$71.2K -2,453 -17%
DWM
184
Dakota Wealth Management
Florida
$370K -$116K -3,981 -26%
Natixis Advisors
185
Natixis Advisors
Massachusetts
$369K +$333K +11,482 New
NC
186
NewSquare Capital
Pennsylvania
$366K -$66.4K -2,285 -17%
PAS
187
Park Avenue Securities
New York
$364K -$12K -412 -4%
AIA
188
Ally Invest Advisors
North Carolina
$357K -$17.6K -605 -5%
HIA
189
Harbor Investment Advisory
Maryland
$354K -$162K -5,584 -34%
ASN
190
Advisory Services Network
Georgia
$353K -$12.7K -436 -4%
HP
191
Hilltop Partners
Indiana
$349K – – –
SIC
192
Sterling Investment Counsel
New York
$346K – – –
PSF
193
Pacific Sun Financial
California
$342K +$1.45K +50 +0.5%
VCA
194
Verdence Capital Advisors
Maryland
$341K +$87 +3 +0%
D
195
Diversified
Delaware
$338K +$3.63K +125 +1%
Neuberger Berman Group
196
Neuberger Berman Group
New York
$337K -$33.3K -1,148 -10%
HWM
197
HB Wealth Management
Georgia
$334K – – –
FNT
198
First National Trust
Pennsylvania
$324K -$47.7K -1,643 -14%
BFW
199
Brady Family Wealth
Missouri
$323K +$610 +21 +0.2%
PI
200
PFG Investments
New York
$320K -$1.02K -35 -0.4%
6 7
8
9 10

DES Hedge Fund Activity: Q4 2023 in Review

312 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2023, worth a combined $996M — up 24% from $805M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DES positions and 17 closed out — a net gain of 19 holders — while 105 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $62.5M. The largest seller was United Capital Financial Advisors, cutting an estimated $24.1M.

  • 312 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2023, up from 294 in Q3 2023.
  • Funds reported $996M of WisdomTree US SmallCap Dividend Fund stock for Q4 2023, up 24% quarter-over-quarter.
  • 36 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2023 and 17 closed out, a net change of +19 holders.
  • The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $62.5M added.
  • The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2023 was United Capital Financial Advisors, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2023.