WisdomTree US SmallCap Dividend Fund
DES
313 hedge funds and large institutions have $928M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 106 increasing their positions, 108 reducing their positions, and 17 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
118% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 17
15% more capital invested
Capital invested by funds: $805M → $928M (+$123M)
6% more funds holding
Funds holding: 294 → 313 (+19)
1.18% more ownership
Funds ownership: 45.06% → 46.24% (+1.2%)
2% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.29M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$5.25M |
| 3 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$3.97M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$3.81M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$24.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.38M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.02M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.01M |
| 5 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$1.87M |
DES Hedge Fund Activity: Q4 2023 in Review
313 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2023, worth a combined $928M — up 15% from $805M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new DES positions and 17 closed out — a net gain of 20 holders — while 106 added to existing stakes and 108 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.29M. The largest seller was United Capital Financial Advisors, cutting an estimated $24.1M.
- 313 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2023, up from 294 in Q3 2023.
- Funds reported $928M of WisdomTree US SmallCap Dividend Fund stock for Q4 2023, up 15% quarter-over-quarter.
- 37 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2023 and 17 closed out, a net change of +20 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2023 was Wells Fargo, an estimated $5.29M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2023 was United Capital Financial Advisors, an estimated $24.1M sold.
Based on aggregated 13F filings for Q4 2023.