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WisdomTree US SmallCap Dividend Fund
DES

78 hedge funds and large institutions have $278M invested in WisdomTree US SmallCap Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 78 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

122.45% more ownership

Funds ownership: 0% → 122.45% (+122%)

71% less call options, than puts

Call options by funds: $362K | Put options by funds: $1.27M

Holders
78
Holders Change
+78
Holders Change %
–
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
78
Increased
–
Reduced
–
Closed
–
Calls
$362K
Puts
$1.27M
Net Calls
-$904K
Net Calls Change
-$904K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41M +$40.4M +2,108,574 New
U
2
UBS
Switzerland
$29M +$28.6M +1,490,967 New
Bank of America
3
Bank of America
North Carolina
$26.8M +$26.4M +1,377,327 New
BUB
4
BBVA USA Bancshares
Texas
$18.5M +$18.3M +953,355 New
Wells Fargo
5
Wells Fargo
California
$17.2M +$17M +884,028 New
LPL Financial
6
LPL Financial
California
$16.8M +$16.5M +862,107 New
HCM
7
Hengehold Capital Management
Ohio
$12.3M +$12.1M +629,997 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.13M +$9M +469,449 New
PP
9
Palladium Partners
Virginia
$8.9M +$8.77M +457,395 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$7.92M +$7.81M +407,325 New
LYV
11
Live Your Vision
Pennsylvania
$7.74M +$7.31M +381,258 New
CCMG
12
Clark Capital Management Group
Pennsylvania
$6.81M +$6.71M +350,019 New
ST
13
Spinnaker Trust
Maine
$6.25M +$6.16M +321,078 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.15M +$5.08M +264,780 New
PFM
15
Parsec Financial Management
North Carolina
$4.69M +$4.62M +240,951 New
GF
16
Genworth Financial
Virginia
$4.39M +$4.33M +225,771 New
UCFA
17
United Capital Financial Advisors
Texas
$4.37M +$4.31M +224,604 New
IT
18
Investors Trust
Texas
$3.16M +$3.12M +162,549 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.14M +$3.1M +161,487 New
B
20
Baird
Wisconsin
$3M +$2.96M +154,293 New
JP Morgan Chase
21
JP Morgan Chase
New York
$2.42M +$2.39M +124,590 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.41M +$2.37M +123,813 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.4M +$2.36M +123,180 New
Creative Planning
24
Creative Planning
Kansas
$2.3M +$2.27M +118,473 New
JWM
25
Jacobus Wealth Management
Wisconsin
$2.29M +$2.26M +117,765 New
1
2 3 4

DES Hedge Fund Activity: Q2 2013 in Review

78 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2013, worth a combined $278M.

Buyers outnumbered sellers: 78 funds opened new DES positions and 0 closed out — a net gain of 78 holders — while 0 added to existing stakes and 0 trimmed.

  • 78 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $278M of WisdomTree US SmallCap Dividend Fund stock for Q2 2013.
  • 78 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2013 and 0 closed out, a net change of +78 holders.

Based on aggregated 13F filings for Q2 2013.