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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
SEP
201
Southland Equity Partners
Missouri
$319K -$4.88K -168 -2%
EWA
202
EP Wealth Advisors
California
$315K -$14.8K -509 -5%
GFA
203
Gallagher Fiduciary Advisors
Illinois
$302K +$2.12K +73 +0.8%
BRWA
204
B. Riley Wealth Advisors
Florida
$298K +$47.9K +1,651 +22%
SPC
205
Sigma Planning Corp
Michigan
$297K -$419K -14,420 -61%
JWCA
206
J.W. Cole Advisors
Florida
$288K +$46.7K +1,607 +22%
FPAS
207
Focus Partners Advisor Solutions
Missouri
$287K +$52.7K +1,814 +26%
CCM
208
Colorado Capital Management
Colorado
$279K -$4.07K -140 -2%
Bank of New York Mellon
209
Bank of New York Mellon
New York
$276K +$249K +8,573 New
IWC
210
Integrated Wealth Concepts
Massachusetts
$269K -$16.9K -583 -7%
BFG
211
Berger Financial Group
Minnesota
$259K – – –
CASB
212
Cape Ann Savings Bank
Massachusetts
$255K -$42.2K -1,452 -15%
GWM
213
Gray Wealth Management
Maine
$254K -$4.65K -160 -2%
VW
214
Vance Wealth
California
$249K – – –
JWBC
215
John W. Brooker & Co
California
$248K -$465 -16 -0.2%
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$245K +$8.34K +287 +4%
RJT
217
Raymond James Trust
Florida
$232K – – –
SC
218
Savant Capital
Illinois
$230K +$208K +7,153 New
MFS
219
Madrona Financial Services
Washington
$230K -$40.3K -1,386 -16%
RA
220
Rockingstone Advisors
Massachusetts
$225K +$203K +7,000 New
AF
221
Allworth Financial
California
$221K +$33.4K +1,151 +20%
Fidelity Investments
222
Fidelity Investments
Massachusetts
$219K +$58.3K +2,009 +42%
SF
223
Synovus Financial
Georgia
$218K +$197K +6,784 New
FG
224
Fiduciary Group
Georgia
$217K +$196K +6,740 New
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$213K +$192K +6,627 New
7 8
9
10 11

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.