WisdomTree International SmallCap Dividend Fund
101 hedge funds and large institutions have $407M invested in WisdomTree International SmallCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
124% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 21
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
7% more capital invested
Capital invested by funds: $378M → $407M (+$28.3M)
7% more funds holding
Funds holding: 94 → 101 (+7)
0.75% more ownership
Funds ownership: 40.84% → 41.59% (+0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$7.39M |
| 2 |
CA
Capital Advantage
Walnut Creek,
California
|
+$5.96M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$5.51M |
| 4 |
PI
Placemark Investments
Chicago,
Illinois
|
+$3.36M |
| 5 |
Morgan Stanley
New York
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.51M |
| 2 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.05M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.91M |
| 4 |
EA
Efficient Advisors
Mason,
Ohio
|
-$864K |
| 5 |
BOS
Bingham Osborn & Scarborough
San Francisco,
California
|
-$245K |
DLS Hedge Fund Activity: Q2 2014 in Review
101 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q2 2014, worth a combined $407M — up 7.5% from $378M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DLS positions and 5 closed out — a net gain of 8 holders — while 47 added to existing stakes and 21 trimmed.
The largest buyer was Signature Estate & Investment Advisors, adding an estimated $7.39M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $2.51M sold.
- 101 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q2 2014, up from 94 in Q1 2014.
- Funds reported $407M of WisdomTree International SmallCap Dividend Fund stock for Q2 2014, up 7.5% quarter-over-quarter.
- 13 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q2 2014 and 5 closed out, a net change of +8 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q2 2014 was Signature Estate & Investment Advisors, an estimated $7.39M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q2 2014 was Raymond James & Associates, an estimated $2.51M sold.
Based on aggregated 13F filings for Q2 2014.