WisdomTree International SmallCap Dividend Fund
84 hedge funds and large institutions have $322M invested in WisdomTree International SmallCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
80% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 20
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more capital invested
Capital invested by funds: $269M → $322M (+$53.4M)
15% more funds holding
Funds holding: 73 → 84 (+11)
0.85% more ownership
Funds ownership: 39.55% → 40.41% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$7.85M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.38M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.07M |
| 4 |
Morgan Stanley
New York
|
+$3.78M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.03M |
| 2 |
Jane Street
New York
|
-$1.52M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$1.36M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$643K |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$238K |
DLS Hedge Fund Activity: Q4 2013 in Review
84 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q4 2013, worth a combined $322M — up 20% from $269M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DLS positions and 2 closed out — a net gain of 12 holders — while 36 added to existing stakes and 20 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $7.85M. The largest seller was Royal Bank of Canada, cutting an estimated $2.03M.
- 84 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q4 2013, up from 73 in Q3 2013.
- Funds reported $322M of WisdomTree International SmallCap Dividend Fund stock for Q4 2013, up 20% quarter-over-quarter.
- 14 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q4 2013 and 2 closed out, a net change of +12 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q4 2013 was Wilbanks Smith & Thomas Asset Management, an estimated $7.85M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q4 2013 was Royal Bank of Canada, an estimated $2.03M sold.
Based on aggregated 13F filings for Q4 2013.