WisdomTree US SmallCap Dividend Fund
156 hedge funds and large institutions have $599M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 32 reducing their positions, and 9 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 32
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
39% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $1.27M
18% more capital invested
Capital invested by funds: $507M → $599M (+$91.9M)
6% more funds holding
Funds holding: 147 → 156 (+9)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$9.39M |
| 2 |
Morgan Stanley
New York
|
+$8.1M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$6.38M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.62M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
-$4.28M |
| 2 |
Jane Street
New York
|
-$4.08M |
| 3 |
Goldman Sachs
New York
|
-$3.64M |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$684K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$437K |
DES Hedge Fund Activity: Q3 2016 in Review
156 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q3 2016, worth a combined $599M — up 18% from $507M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DES positions and 9 closed out — a net gain of 11 holders — while 76 added to existing stakes and 32 trimmed.
The largest buyer was Hengehold Capital Management, adding an estimated $9.39M. The largest seller was SVA Wealth Management, cutting an estimated $4.28M.
- 156 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q3 2016, up from 147 in Q2 2016.
- Funds reported $599M of WisdomTree US SmallCap Dividend Fund stock for Q3 2016, up 18% quarter-over-quarter.
- 20 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q3 2016 and 9 closed out, a net change of +11 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q3 2016 was Hengehold Capital Management, an estimated $9.39M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q3 2016 was SVA Wealth Management, an estimated $4.28M sold.
Based on aggregated 13F filings for Q3 2016.