WisdomTree US SmallCap Dividend Fund
DES
334 hedge funds and large institutions have $1.01B invested in WisdomTree US SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 108 reducing their positions, and 25 closing their positions.
76% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 25
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
4% more funds holding
Funds holding: 322 → 334 (+12)
1.78% more ownership
Funds ownership: 46.46% → 48.24% (+1.8%)
4% more capital invested
Capital invested by funds: $974M → $1.01B (+$36.1M)
0% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.78M |
| 2 |
Morgan Stanley
New York
|
+$7.55M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.68M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.3M |
| 5 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$8.63M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$4.94M |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$963K |
| 4 |
PCG
Prosperity Consulting Group
Owings Mills,
Maryland
|
-$851K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$800K |
DES Hedge Fund Activity: Q4 2024 in Review
334 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2024, worth a combined $1.01B — up 3.7% from $974M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new DES positions and 25 closed out — a net gain of 19 holders — while 108 added to existing stakes and 108 trimmed.
The largest buyer was Bank of America, adding an estimated $8.78M. The largest seller was Stifel Financial, cutting an estimated $8.63M.
- 334 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2024, up from 322 in Q3 2024.
- Funds reported $1.01B of WisdomTree US SmallCap Dividend Fund stock for Q4 2024, up 3.7% quarter-over-quarter.
- 44 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2024 and 25 closed out, a net change of +19 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2024 was Bank of America, an estimated $8.78M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2024 was Stifel Financial, an estimated $8.63M sold.
Based on aggregated 13F filings for Q4 2024.