WisdomTree International SmallCap Dividend Fund
180 hedge funds and large institutions have $723M invested in WisdomTree International SmallCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 8 closing their positions.
438% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 8
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
48% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 42
24% more funds holding
Funds holding: 145 → 180 (+35)
14% more capital invested
Capital invested by funds: $632M → $723M (+$90.8M)
1.46% more ownership
Funds ownership: 37.86% → 39.32% (+1.5%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $399K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.2M |
| 2 |
VIP
Vantage Investment Partners
Kansas City,
Missouri
|
+$6.19M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.55M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.77M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$11.1M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$7.82M |
| 3 |
PV
Private Vista
Chicago,
Illinois
|
-$2.08M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.51M |
| 5 |
EA
Efficient Advisors
Mason,
Ohio
|
-$1.3M |
DLS Hedge Fund Activity: Q4 2017 in Review
180 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q4 2017, worth a combined $723M — up 14% from $632M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DLS positions and 8 closed out — a net gain of 35 holders — while 62 added to existing stakes and 42 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25.2M. The largest seller was Jane Street, exiting entirely with an estimated $11.1M sold.
- 180 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q4 2017, up from 145 in Q3 2017.
- Funds reported $723M of WisdomTree International SmallCap Dividend Fund stock for Q4 2017, up 14% quarter-over-quarter.
- 43 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q4 2017 and 8 closed out, a net change of +35 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q4 2017 was Morgan Stanley, an estimated $25.2M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q4 2017 was Jane Street, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2017.