WisdomTree US SmallCap Dividend Fund
245 hedge funds and large institutions have $661M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 30 closing their positions.
37% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 30
3% more funds holding
Funds holding: 237 → 245 (+8)
0.25% less ownership
Funds ownership: 36.65% → 36.4% (-0.25%)
6% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 86
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
19% less capital invested
Capital invested by funds: $820M → $661M (-$159M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.43M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.29M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
+$2.77M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.16M |
| 5 |
NB
NBT Bank
Norwich,
New York
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.98M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$6.54M |
| 3 |
Morgan Stanley
New York
|
-$5.65M |
| 4 |
Jane Street
New York
|
-$3.83M |
| 5 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$2.32M |
DES Hedge Fund Activity: Q4 2018 in Review
245 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2018, worth a combined $661M — down 19% from $820M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new DES positions and 30 closed out — a net gain of 11 holders — while 81 added to existing stakes and 86 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.43M. The largest seller was Bank of America, cutting an estimated $6.98M.
- 245 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2018, up from 237 in Q3 2018.
- Funds reported $661M of WisdomTree US SmallCap Dividend Fund stock for Q4 2018, down 19% quarter-over-quarter.
- 41 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2018 and 30 closed out, a net change of +11 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $3.43M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2018 was Bank of America, an estimated $6.98M sold.
Based on aggregated 13F filings for Q4 2018.