WisdomTree US SmallCap Dividend Fund
134 hedge funds and large institutions have $487M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 15 closing their positions.
128% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 29
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
20% more capital invested
Capital invested by funds: $407M → $487M (+$80.4M)
3% more funds holding
Funds holding: 130 → 134 (+4)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.58M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$20.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$14.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.11M |
| 5 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$4.02M |
| 2 |
Jane Street
New York
|
-$3.26M |
| 3 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$1.92M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.43M |
| 5 |
VCAM
Valentine Capital Asset Management
Danville,
California
|
-$883K |
DES Hedge Fund Activity: Q1 2015 in Review
134 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q1 2015, worth a combined $487M — up 20% from $407M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DES positions and 15 closed out — a net gain of 6 holders — while 66 added to existing stakes and 29 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $20.7M. The largest seller was Cumberland Advisors, exiting entirely with an estimated $4.02M sold.
- 134 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q1 2015, up from 130 in Q4 2014.
- Funds reported $487M of WisdomTree US SmallCap Dividend Fund stock for Q1 2015, up 20% quarter-over-quarter.
- 21 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q1 2015 and 15 closed out, a net change of +6 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q1 2015 was United Capital Financial Advisors, an estimated $20.7M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q1 2015 was Cumberland Advisors, an estimated $4.02M sold.
Based on aggregated 13F filings for Q1 2015.