WisdomTree International SmallCap Dividend Fund
204 hedge funds and large institutions have $584M invested in WisdomTree International SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 32 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
6% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 32
0% more funds holding
Funds holding: 203 → 204 (+1)
0.88% less ownership
Funds ownership: 38.82% → 37.94% (-0.88%)
4% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 68
18% less capital invested
Capital invested by funds: $715M → $584M (-$131M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
Ritholtz Wealth Management
New York
|
+$14.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.91M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.39M |
| 5 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$35.3M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
-$11.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$10.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.94M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$6.06M |
DLS Hedge Fund Activity: Q4 2018 in Review
204 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q4 2018, worth a combined $584M — down 18% from $715M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new DLS positions and 32 closed out — a net gain of 2 holders — while 65 added to existing stakes and 68 trimmed.
The largest buyer was Ritholtz Wealth Management, opening a new position worth an estimated $14.4M. The largest seller was Goldman Sachs, cutting an estimated $35.3M.
- 204 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q4 2018, up from 203 in Q3 2018.
- Funds reported $584M of WisdomTree International SmallCap Dividend Fund stock for Q4 2018, down 18% quarter-over-quarter.
- 34 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q4 2018 and 32 closed out, a net change of +2 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q4 2018 was Ritholtz Wealth Management, an estimated $14.4M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q4 2018 was Goldman Sachs, an estimated $35.3M sold.
Based on aggregated 13F filings for Q4 2018.