WisdomTree US SmallCap Dividend Fund
DES
272 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 26 closing their positions.
8% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 26
1% more capital invested
Capital invested by funds: $795M → $805M (+$9.3M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.32% less ownership
Funds ownership: 42.75% → 42.43% (-0.32%)
1% less funds holding
Funds holding: 274 → 272 (-2)
3% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.27M |
| 2 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$2.26M |
| 3 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$1.69M |
| 4 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$1.37M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$3.86M |
| 2 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
-$3.77M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$3.7M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.94M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.93M |
DES Hedge Fund Activity: Q2 2021 in Review
272 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2021, worth a combined $805M — up 1.2% from $795M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DES positions and 26 closed out — a net gain of 2 holders — while 90 added to existing stakes and 93 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.27M. The largest seller was M&T Bank, cutting an estimated $3.86M.
- 272 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2021, down from 274 in Q1 2021.
- Funds reported $805M of WisdomTree US SmallCap Dividend Fund stock for Q2 2021, up 1.2% quarter-over-quarter.
- 28 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2021 and 26 closed out, a net change of +2 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q2 2021 was LPL Financial, an estimated $5.27M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q2 2021 was M&T Bank, an estimated $3.86M sold.
Based on aggregated 13F filings for Q2 2021.