WisdomTree US SmallCap Dividend Fund
235 hedge funds and large institutions have $784M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 21 closing their positions.
203% more call options, than puts
Call options by funds: $655K | Put options by funds: $216K
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
21% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 75
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
7% more capital invested
Capital invested by funds: $732M → $784M (+$51.6M)
1.28% more ownership
Funds ownership: 36.48% → 37.76% (+1.3%)
1% more funds holding
Funds holding: 233 → 235 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$29M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$10.4M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$8.12M |
| 4 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$4.38M |
| 5 |
SMG
Smart Money Group
Eastland,
Texas
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Palladium Partners
Norfolk,
Virginia
|
-$12.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.29M |
| 3 |
Morgan Stanley
New York
|
-$4.73M |
| 4 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$3.9M |
| 5 |
EWF
Epstein & White Financial
San Diego,
California
|
-$2.36M |
DES Hedge Fund Activity: Q2 2018 in Review
235 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2018, worth a combined $784M — up 7% from $732M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DES positions and 21 closed out — a net gain of 4 holders — while 91 added to existing stakes and 75 trimmed.
The largest buyer was Financial Counselors Inc, adding an estimated $29M. The largest seller was Palladium Partners, cutting an estimated $12.6M.
- 235 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2018, up from 233 in Q1 2018.
- Funds reported $784M of WisdomTree US SmallCap Dividend Fund stock for Q2 2018, up 7% quarter-over-quarter.
- 25 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2018 and 21 closed out, a net change of +4 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q2 2018 was Financial Counselors Inc, an estimated $29M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q2 2018 was Palladium Partners, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2018.