WisdomTree US SmallCap Dividend Fund
DES
130 hedge funds and large institutions have $416M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
121% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 24
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more capital invested
Capital invested by funds: $348M → $416M (+$67.8M)
10% more funds holding
Funds holding: 118 → 130 (+12)
2.82% more ownership
Funds ownership: 105.4% → 108.22% (+2.8%)
83% less call options, than puts
Call options by funds: $441K | Put options by funds: $2.58M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$8.22M |
| 2 |
Morgan Stanley
New York
|
+$5.82M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$5.52M |
| 4 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$3.89M |
| 5 |
Goldman Sachs
New York
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.08M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
-$3.95M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.13M |
| 4 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$3.07M |
| 5 |
GIM
Guild Investment Management
Los Angeles,
California
|
-$2.93M |
DES Hedge Fund Activity: Q4 2014 in Review
130 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2014, worth a combined $416M — up 19% from $348M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DES positions and 8 closed out — a net gain of 14 holders — while 53 added to existing stakes and 24 trimmed.
The largest buyer was Hengehold Capital Management, adding an estimated $8.22M. The largest seller was Susquehanna International Group, cutting an estimated $4.08M.
- 130 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2014, up from 118 in Q3 2014.
- Funds reported $416M of WisdomTree US SmallCap Dividend Fund stock for Q4 2014, up 19% quarter-over-quarter.
- 22 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2014 and 8 closed out, a net change of +14 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2014 was Hengehold Capital Management, an estimated $8.22M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2014 was Susquehanna International Group, an estimated $4.08M sold.
Based on aggregated 13F filings for Q4 2014.