WisdomTree US SmallCap Dividend Fund
332 hedge funds and large institutions have $1.01B invested in WisdomTree US SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 25 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
72% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 25
3% more funds holding
Funds holding: 321 → 332 (+11)
1.77% more ownership
Funds ownership: 46.44% → 48.21% (+1.8%)
4% more capital invested
Capital invested by funds: $973M → $1.01B (+$36M)
1% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 107
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.78M |
| 2 |
Morgan Stanley
New York
|
+$7.55M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.68M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.3M |
| 5 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$2.26M |
Top Sellers
DES Hedge Fund Activity: Q4 2024 in Review
332 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2024, worth a combined $1.01B — up 3.7% from $973M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DES positions and 25 closed out — a net gain of 18 holders — while 108 added to existing stakes and 107 trimmed.
The largest buyer was Bank of America, adding an estimated $8.78M. The largest seller was Stifel Financial, cutting an estimated $8.63M.
- 332 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2024, up from 321 in Q3 2024.
- Funds reported $1.01B of WisdomTree US SmallCap Dividend Fund stock for Q4 2024, up 3.7% quarter-over-quarter.
- 43 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2024 and 25 closed out, a net change of +18 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2024 was Bank of America, an estimated $8.78M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2024 was Stifel Financial, an estimated $8.63M sold.
Based on aggregated 13F filings for Q4 2024.