WisdomTree International SmallCap Dividend Fund
116 hedge funds and large institutions have $428M invested in WisdomTree International SmallCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
15% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 39
8% more capital invested
Capital invested by funds: $396M → $428M (+$32M)
3% more funds holding
Funds holding: 113 → 116 (+3)
0.09% less ownership
Funds ownership: 37.42% → 37.33% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$3.11M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.31M |
| 3 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$2.17M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.11M |
| 5 |
CPO
Cerity Partners OCIO
New York
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.5M |
| 2 |
Jane Street
New York
|
-$2.37M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.9M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$895K |
| 5 |
EA
Efficient Advisors
Mason,
Ohio
|
-$745K |
DLS Hedge Fund Activity: Q3 2016 in Review
116 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q3 2016, worth a combined $428M — up 8.1% from $396M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DLS positions and 3 closed out — a net gain of 3 holders — while 45 added to existing stakes and 39 trimmed.
The largest buyer was Signature Estate & Investment Advisors, adding an estimated $3.11M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.
- 116 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q3 2016, up from 113 in Q2 2016.
- Funds reported $428M of WisdomTree International SmallCap Dividend Fund stock for Q3 2016, up 8.1% quarter-over-quarter.
- 6 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q3 2016 and 3 closed out, a net change of +3 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q3 2016 was Signature Estate & Investment Advisors, an estimated $3.11M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q3 2016 was Morgan Stanley, an estimated $14.5M sold.
Based on aggregated 13F filings for Q3 2016.