We are live on ! Find out more
DLS icon

WisdomTree International SmallCap Dividend Fund

197 hedge funds and large institutions have $500M invested in WisdomTree International SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

14% more funds holding

Funds holding: 173197 (+24)

3% more capital invested

Capital invested by funds: $484M → $500M (+$16.5M)

0.23% more ownership

Funds ownership: 37.56%37.78% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 69

Holders
197
Holders Change
+24
Holders Change %
+13.87%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
36
Increased
53
Reduced
69
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
151
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65K
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$63K +$20.2K +318 +52%
MA
153
Montag & Associates
Georgia
$53K +$49.7K +782 New
FCA
154
FinTrust Capital Advisors
South Carolina
$46K -$110K -1,725 -72%
JHCP
155
Jackson Hole Capital Partners
Oklahoma
$45K +$42.3K +665 New
ABC
156
Associated Banc-Corp
Wisconsin
$40K
CAL
157
Capital Advisors Ltd
Ohio
$38K
PCIA
158
Prime Capital Investment Advisors
Kansas
$37K +$191 +3 +0.6%
CHA
159
Carmichael Hill & Associates
Maryland
$35K +$254 +4 +0.8%
CAL
160
Capital Analysts LLC
Pennsylvania
$35K +$18.1K +285 +126%
AA
161
AlphaMark Advisors
Kentucky
$31K -$19.1K -300 -40%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$29K -$5.98K -94 -18%
WEC
163
Winslow Evans & Crocker
Massachusetts
$29K +$27K +425 New
Bessemer Group
164
Bessemer Group
New Jersey
$27K
AWM
165
Accel Wealth Management
Iowa
$23K +$21.6K +340 New
3LCM
166
3D/L Capital Management
Connecticut
$22K +$21M +330,312 New
Fidelity Investments
167
Fidelity Investments
Massachusetts
$19K -$5.09K -80 -23%
IFAM
168
Institutional & Family Asset Management
Colorado
$19K
BWA
169
Burt Wealth Advisors
Maryland
$15K
PGAM
170
Princeton Global Asset Management
New Jersey
$15K +$64 +1 +0.4%
SFS
171
Sowell Financial Services
Arkansas
$14K
CFD
172
Creative Financial Designs
Indiana
$14K +$13.5K +212 New
LWA
173
Lowe Wealth Advisors
Maryland
$12K
DWP
174
Destiny Wealth Partners
Florida
$10K +$9.35K +147 New
CAAS
175
Capital Asset Advisory Services
Michigan
$10K +$9.67K +152 New

DLS Hedge Fund Activity: Q4 2020 in Review

197 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q4 2020, worth a combined $500M — up 3.4% from $484M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DLS positions and 9 closed out — a net gain of 27 holders — while 53 added to existing stakes and 69 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $10.4M. The largest seller was Allworth Financial, cutting an estimated $39.1M.

  • 197 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q4 2020, up from 173 in Q3 2020.
  • Funds reported $500M of WisdomTree International SmallCap Dividend Fund stock for Q4 2020, up 3.4% quarter-over-quarter.
  • 36 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q4 2020 and 9 closed out, a net change of +27 holders.
  • The largest WisdomTree International SmallCap Dividend Fund buyer in Q4 2020 was Citadel Advisors, an estimated $10.4M added.
  • The largest WisdomTree International SmallCap Dividend Fund seller in Q4 2020 was Allworth Financial, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2020.