WisdomTree US SmallCap Dividend Fund
DES
293 hedge funds and large institutions have $867M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 9 closing their positions.
567% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 9
155% more call options, than puts
Call options by funds: $525K | Put options by funds: $206K
19% more funds holding
Funds holding: 246 → 293 (+47)
15% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 84
10% more capital invested
Capital invested by funds: $792M → $867M (+$75.3M)
1.53% more ownership
Funds ownership: 37.58% → 39.11% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
+$6.22M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.64M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$3.2M |
| 4 |
Morgan Stanley
New York
|
+$2.66M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$12.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.48M |
| 3 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
-$2.35M |
| 4 |
PP
Palladium Partners
Norfolk,
Virginia
|
-$1.75M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.54M |
DES Hedge Fund Activity: Q4 2019 in Review
293 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2019, worth a combined $867M — up 9.5% from $792M a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new DES positions and 9 closed out — a net gain of 51 holders — while 97 added to existing stakes and 84 trimmed.
The largest buyer was BOK Financial Private Wealth, adding an estimated $6.22M. The largest seller was M&T Bank, exiting entirely with an estimated $12.4M sold.
- 293 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2019, up from 246 in Q3 2019.
- Funds reported $867M of WisdomTree US SmallCap Dividend Fund stock for Q4 2019, up 9.5% quarter-over-quarter.
- 60 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2019 and 9 closed out, a net change of +51 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2019 was BOK Financial Private Wealth, an estimated $6.22M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2019 was M&T Bank, an estimated $12.4M sold.
Based on aggregated 13F filings for Q4 2019.