WisdomTree International SmallCap Dividend Fund
191 hedge funds and large institutions have $769M invested in WisdomTree International SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 76 increasing their positions, 50 reducing their positions, and 14 closing their positions.
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
52% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 50
6% more capital invested
Capital invested by funds: $723M → $769M (+$46.7M)
6% more funds holding
Funds holding: 180 → 191 (+11)
0.2% more ownership
Funds ownership: 39.32% → 39.52% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$12M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.19M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$7.52M |
| 4 |
Morgan Stanley
New York
|
+$6.09M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$17.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.6M |
| 3 |
EA
Efficient Advisors
Mason,
Ohio
|
-$1.35M |
| 4 |
VF
Virtu Financial
New York
|
-$1.19M |
| 5 |
PV
Private Vista
Chicago,
Illinois
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAIM
201
Financial Advocates Investment Management
Olympia,
Washington
| – | -$20K | -263 | Closed |
|
|
CFA
202
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$16K | -206 | Closed |
|
203
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$11K | -142 | Closed |
|
|
AIM
204
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$7K | -93 | Closed |
|
DLS Hedge Fund Activity: Q1 2018 in Review
191 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q1 2018, worth a combined $769M — up 6.5% from $723M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DLS positions and 14 closed out — a net gain of 12 holders — while 76 added to existing stakes and 50 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $12M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $17.7M.
- 191 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q1 2018, up from 180 in Q4 2017.
- Funds reported $769M of WisdomTree International SmallCap Dividend Fund stock for Q1 2018, up 6.5% quarter-over-quarter.
- 26 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q1 2018 and 14 closed out, a net change of +12 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q1 2018 was Bank of Montreal, an estimated $12M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q1 2018 was Signature Estate & Investment Advisors, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2018.