WisdomTree US SmallCap Dividend Fund
DES
189 hedge funds and large institutions have $697M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 16 closing their positions.
105% more call options, than puts
Call options by funds: $1.79M | Put options by funds: $873K
100% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 16
74% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 47
8% more funds holding
Funds holding: 175 → 189 (+14)
6% less capital invested
Capital invested by funds: $741M → $697M (-$43.6M)
8.96% less ownership
Funds ownership: 112.47% → 103.51% (-9%)
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.08M |
| 3 |
SB
Simmons Bank
Pine Bluff,
Arkansas
|
+$3.49M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.46M |
| 5 |
Morgan Stanley
New York
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$20.7M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
-$15.4M |
| 3 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
-$9.01M |
| 4 |
GIM
Guild Investment Management
Los Angeles,
California
|
-$8.61M |
| 5 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$6.11M |
DES Hedge Fund Activity: Q1 2017 in Review
189 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q1 2017, worth a combined $697M — down 5.9% from $741M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new DES positions and 16 closed out — a net gain of 16 holders — while 82 added to existing stakes and 47 trimmed.
The largest buyer was Ameriprise, adding an estimated $4.2M. The largest seller was Hengehold Capital Management, cutting an estimated $20.7M.
- 189 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q1 2017, up from 175 in Q4 2016.
- Funds reported $697M of WisdomTree US SmallCap Dividend Fund stock for Q1 2017, down 5.9% quarter-over-quarter.
- 32 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q1 2017 and 16 closed out, a net change of +16 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q1 2017 was Ameriprise, an estimated $4.2M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q1 2017 was Hengehold Capital Management, an estimated $20.7M sold.
Based on aggregated 13F filings for Q1 2017.