WisdomTree US SmallCap Dividend Fund
DES
293 hedge funds and large institutions have $844M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 98
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
0.05% more ownership
Funds ownership: 44.15% → 44.2% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2% less capital invested
Capital invested by funds: $860M → $844M (-$15.9M)
2% less funds holding
Funds holding: 298 → 293 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.26M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$3.87M |
| 3 |
Morgan Stanley
New York
|
+$3.66M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.46M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$5.92M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.25M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.41M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$2.28M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.85M |
DES Hedge Fund Activity: Q1 2022 in Review
293 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q1 2022, worth a combined $844M — down 1.8% from $860M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DES positions and 22 closed out — a net gain of 1 holder — while 114 added to existing stakes and 98 trimmed.
The largest buyer was Ameriprise, adding an estimated $4.26M. The largest seller was Pasadena Private Wealth, exiting entirely with an estimated $5.92M sold.
- 293 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q1 2022, down from 298 in Q4 2021.
- Funds reported $844M of WisdomTree US SmallCap Dividend Fund stock for Q1 2022, down 1.8% quarter-over-quarter.
- 23 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q1 2022 and 22 closed out, a net change of +1 holder.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q1 2022 was Ameriprise, an estimated $4.26M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q1 2022 was Pasadena Private Wealth, an estimated $5.92M sold.
Based on aggregated 13F filings for Q1 2022.