WisdomTree US SmallCap Dividend Fund
DES
294 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
0% less funds holding
Funds holding: 295 → 294 (-1)
4% less capital invested
Capital invested by funds: $840M → $805M (-$34.5M)
1.86% less ownership
Funds ownership: 46.91% → 45.04% (-1.9%)
13% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 112
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$7.17M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.78M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.44M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$32.2M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$10.2M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$4.14M |
| 4 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
-$3.37M |
| 5 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$3.18M |
DES Hedge Fund Activity: Q3 2023 in Review
294 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q3 2023, worth a combined $805M — down 4.1% from $840M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DES positions and 14 closed out — a net gain of 4 holders — while 97 added to existing stakes and 112 trimmed.
The largest buyer was IHT Wealth Management, adding an estimated $7.17M. The largest seller was EP Wealth Advisors, cutting an estimated $32.2M.
- 294 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q3 2023, down from 295 in Q2 2023.
- Funds reported $805M of WisdomTree US SmallCap Dividend Fund stock for Q3 2023, down 4.1% quarter-over-quarter.
- 18 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q3 2023 and 14 closed out, a net change of +4 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q3 2023 was IHT Wealth Management, an estimated $7.17M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q3 2023 was EP Wealth Advisors, an estimated $32.2M sold.
Based on aggregated 13F filings for Q3 2023.