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WisdomTree US SmallCap Dividend Fund
DES

321 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

12% more capital invested

Capital invested by funds: $871M → $973M (+$102M)

0.43% less ownership

Funds ownership: 46.87% → 46.44% (-0.43%)

1% less funds holding

Funds holding: 324 → 321 (-3)

19% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 124

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
321
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$18.3M
2
Stifel Financial
Stifel Financial
Missouri
+$8.48M
3
IA
IFP Advisors
Florida
+$5.57M
4
RJA
Raymond James & Associates
Florida
+$3.48M
5
Two Sigma Investments
Two Sigma Investments
New York
+$2.76M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$9.51M
2
Bank of America
Bank of America
North Carolina
-$5.83M
3
DAS
Dynamic Advisor Solutions
Arizona
-$5.74M
4
MWM
Meridian Wealth Management
Kentucky
-$4.27M
5
UBS Group
UBS Group
Switzerland
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$77.4M +$1.58M +47,451 +2%
LPL Financial
2
LPL Financial
California
$75.7M +$18.3M +549,878 +33%
Bank of America
3
Bank of America
North Carolina
$68M -$5.83M -175,413 -8%
UBS Group
4
UBS Group
Switzerland
$59.4M -$3.47M -104,293 -6%
Creative Planning
5
Creative Planning
Kansas
$51.5M -$462K -13,887 -0.9%
M&T Bank
6
M&T Bank
New York
$41.6M +$618K +18,577 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$29.6M -$331K -9,964 -1%
Wells Fargo
8
Wells Fargo
California
$29.4M -$15.3K -461 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$26.3M +$624K +18,767 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$23.3M +$423K +12,710 +2%
KeyBank National Association
11
KeyBank National Association
Ohio
$23.1M +$1.31M +39,270 +6%
HNB
12
Huntington National Bank
Ohio
$18.8M – – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$17M +$1.53M +45,904 +10%
Stifel Financial
14
Stifel Financial
Missouri
$16.4M +$8.48M +255,042 +115%
RJA
15
Raymond James & Associates
Florida
$15.3M +$3.48M +104,775 +31%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$12.8M +$609K +18,331 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$12.2M -$223K -6,713 -2%
Corient Private Wealth
18
Corient Private Wealth
Florida
$11.8M +$16.4K +494 +0.1%
DWM
19
Destination Wealth Management
California
$11M -$59.7K -1,796 -0.6%
KAS
20
Kestra Advisory Services
Texas
$11M -$122K -3,677 -1%
Truist Financial
21
Truist Financial
North Carolina
$10M +$366K +11,016 +4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$8.1M -$160K -4,827 -2%
PCG
23
Prosperity Consulting Group
Maryland
$8.08M +$327K +9,850 +4%
AssetMark Inc
24
AssetMark Inc
California
$7.91M -$405K -12,175 -5%
BW
25
BIP Wealth
Georgia
$7.55M +$591K +17,786 +9%
1
2 3 4 5

DES Hedge Fund Activity: Q3 2024 in Review

321 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q3 2024, worth a combined $973M — up 12% from $871M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DES positions and 17 closed out — a net gain of 3 holders — while 101 added to existing stakes and 124 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.3M. The largest seller was Strategic Financial Concepts, cutting an estimated $9.51M.

  • 321 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q3 2024, down from 324 in Q2 2024.
  • Funds reported $973M of WisdomTree US SmallCap Dividend Fund stock for Q3 2024, up 12% quarter-over-quarter.
  • 20 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q3 2024 and 17 closed out, a net change of +3 holders.
  • The largest WisdomTree US SmallCap Dividend Fund buyer in Q3 2024 was LPL Financial, an estimated $18.3M added.
  • The largest WisdomTree US SmallCap Dividend Fund seller in Q3 2024 was Strategic Financial Concepts, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2024.