WisdomTree International SmallCap Dividend Fund
DLS
73 hedge funds and large institutions have $269M invested in WisdomTree International SmallCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
84% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 19
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more capital invested
Capital invested by funds: $202M → $269M (+$66.6M)
9% more funds holding
Funds holding: 67 → 73 (+6)
2.9% more ownership
Funds ownership: 36.66% → 39.55% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.8M |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$7.23M |
| 3 |
Jane Street
New York
|
+$4.28M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.74M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.15M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$1.83M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$1.16M |
| 4 |
LWI
Long Wharf Investors
Boston,
Massachusetts
|
-$685K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$542K |
DLS Hedge Fund Activity: Q3 2013 in Review
73 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q3 2013, worth a combined $269M — up 33% from $202M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DLS positions and 2 closed out — a net gain of 6 holders — while 35 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.15M sold.
- 73 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q3 2013, up from 67 in Q2 2013.
- Funds reported $269M of WisdomTree International SmallCap Dividend Fund stock for Q3 2013, up 33% quarter-over-quarter.
- 8 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q3 2013 and 2 closed out, a net change of +6 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q3 2013 was Morgan Stanley, an estimated $13.8M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q3 2013 was Susquehanna International Group, an estimated $5.15M sold.
Based on aggregated 13F filings for Q3 2013.