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
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$9K
IA
177
IFP Advisors
Florida
$9K
NFG
178
Next Financial Group
Texas
$9K +$8.52K +134 New
HWA
179
Heritage Wealth Advisors
Virginia
$8K +$64 +1 +0.8%
William Blair & Company
180
William Blair & Company
Illinois
$7K -$50.9K -800 -88%
PFO
181
Pathstone Family Office
New Jersey
$7K
AWM
182
Avior Wealth Management
Nebraska
$7K +$7.44K +117 New
FFA
183
Founders Financial Alliance
North Carolina
$6K
MIM
184
Merrion Investment Management
New Jersey
$6K +$5.21K +82 New
PA
185
Parallel Advisors
California
$5K -$83.4K -1,312 -94%
JWBC
186
John W. Brooker & Co
California
$5K
BFEC
187
Benjamin F. Edwards & Company
Missouri
$4K -$875K -13,762 -100%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$4K
CFN
189
Cordasco Financial Network
Florida
$4K
CWC
190
Carolinas Wealth Consulting
North Carolina
$2K
FHA
191
First Horizon Advisors
Tennessee
$2K
HS
192
Horan Securities
United States
$2K
BlackRock
193
BlackRock
New York
$1K
DAC
194
Dividend Assets Capital
South Carolina
$1K +$763 +12 New
FGAM
195
Financial Gravity Asset Management
Texas
$1K +$954 +15 New
Qube Research & Technologies (QRT)
196
Qube Research & Technologies (QRT)
United Kingdom
$1K +$1.02K +16 New
Renaissance Technologies
197
Renaissance Technologies
New York
-$485K -8,100 Closed
AFP
198
Ausdal Financial Partners
Iowa
-$361K -6,034 Closed
FAAM
199
First Ascent Asset Management
Colorado
-$293K -4,884 Closed
HighTower Advisors
200
HighTower Advisors
Illinois
-$249K -4,160 Closed

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.