WisdomTree International SmallCap Dividend Fund
184 hedge funds and large institutions have $429M invested in WisdomTree International SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 60 closing their positions.
4.01% more ownership
Funds ownership: 32.86% → 36.87% (+4%)
20% less funds holding
Funds holding: 230 → 184 (-46)
23% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 79
24% less capital invested
Capital invested by funds: $568M → $429M (-$139M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
68% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$58.7M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$18.8M |
| 3 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$10.7M |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$10.4M |
| 5 |
SL
Stevard LLC
Chicago,
Illinois
|
+$5.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$9.07M |
| 2 |
MFP
Meridian Financial Partners
Warrenton,
Virginia
|
-$7.52M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$6.59M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.7M |
| 5 |
S
Surevest
Los Angeles,
California
|
-$4.51M |
DLS Hedge Fund Activity: Q1 2020 in Review
184 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q1 2020, worth a combined $429M — down 24% from $568M a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of DLS and 19 opened new positions — a net loss of 41 holders — while 79 trimmed existing stakes and 61 added.
The largest buyer was Savant Capital, adding an estimated $58.7M. The largest seller was HighTower Advisors, cutting an estimated $9.07M.
- 184 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q1 2020, down from 230 in Q4 2019.
- Funds reported $429M of WisdomTree International SmallCap Dividend Fund stock for Q1 2020, down 24% quarter-over-quarter.
- 19 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q1 2020 and 60 closed out, a net change of -41 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q1 2020 was Savant Capital, an estimated $58.7M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q1 2020 was HighTower Advisors, an estimated $9.07M sold.
Based on aggregated 13F filings for Q1 2020.