WisdomTree US SmallCap Dividend Fund
115 hedge funds and large institutions have $372M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
35% more call options, than puts
Call options by funds: $7.79M | Put options by funds: $5.78M
25% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 36
6% more funds holding
Funds holding: 109 → 115 (+6)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2% less capital invested
Capital invested by funds: $378M → $372M (-$6.56M)
3.63% less ownership
Funds ownership: 108.73% → 105.1% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CLA
Cranberry Lake Advisors
Houston,
Texas
|
+$6.73M |
| 2 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$5.04M |
| 3 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$2.63M |
| 4 |
VCAM
Valentine Capital Asset Management
Danville,
California
|
+$2.12M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$12.1M |
| 2 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$6.69M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$4.49M |
| 4 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$3.88M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.41M |
DES Hedge Fund Activity: Q1 2014 in Review
115 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q1 2014, worth a combined $372M — down 1.7% from $378M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DES positions and 4 closed out — a net gain of 6 holders — while 45 added to existing stakes and 36 trimmed.
The largest buyer was Cranberry Lake Advisors, opening a new position worth an estimated $6.73M. The largest seller was Hengehold Capital Management, cutting an estimated $12.1M.
- 115 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q1 2014, up from 109 in Q4 2013.
- Funds reported $372M of WisdomTree US SmallCap Dividend Fund stock for Q1 2014, down 1.7% quarter-over-quarter.
- 10 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q1 2014 and 4 closed out, a net change of +6 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q1 2014 was Cranberry Lake Advisors, an estimated $6.73M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q1 2014 was Hengehold Capital Management, an estimated $12.1M sold.
Based on aggregated 13F filings for Q1 2014.