WisdomTree US SmallCap Dividend Fund
296 hedge funds and large institutions have $840M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 16 closing their positions.
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
1.98% more ownership
Funds ownership: 44.92% → 46.91% (+2%)
1% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 109
0% more funds holding
Funds holding: 295 → 296 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2% less capital invested
Capital invested by funds: $854M → $840M (-$13.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$30.8M |
| 2 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$3.02M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.95M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.8M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$28.2M |
| 2 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$4.48M |
| 3 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
-$2.96M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.51M |
| 5 |
AGA
Arkos Global Advisors
Houston,
Texas
|
-$1.49M |
DES Hedge Fund Activity: Q2 2023 in Review
296 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2023, worth a combined $840M — down 1.6% from $854M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DES positions and 16 closed out — a net gain of 4 holders — while 110 added to existing stakes and 109 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $30.8M. The largest seller was Bank of America, cutting an estimated $28.2M.
- 296 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2023, up from 295 in Q1 2023.
- Funds reported $840M of WisdomTree US SmallCap Dividend Fund stock for Q2 2023, down 1.6% quarter-over-quarter.
- 20 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2023 and 16 closed out, a net change of +4 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q2 2023 was EP Wealth Advisors, an estimated $30.8M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q2 2023 was Bank of America, an estimated $28.2M sold.
Based on aggregated 13F filings for Q2 2023.