WisdomTree International SmallCap Dividend Fund
130 hedge funds and large institutions have $425M invested in WisdomTree International SmallCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
49% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 37
12% more funds holding
Funds holding: 116 → 130 (+14)
0.35% less ownership
Funds ownership: 37.33% → 36.98% (-0.35%)
1% less capital invested
Capital invested by funds: $428M → $425M (-$3.54M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$2.93M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.14M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.13M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$2.02M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$11.5M |
| 2 |
PV
Private Vista
Chicago,
Illinois
|
-$3.55M |
| 3 |
WC
Whitnell & Co
Oak Brook,
Illinois
|
-$3.35M |
| 4 |
Jane Street
New York
|
-$1.65M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.56M |
DLS Hedge Fund Activity: Q4 2016 in Review
130 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q4 2016, worth a combined $425M — down 0.83% from $428M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DLS positions and 5 closed out — a net gain of 14 holders — while 55 added to existing stakes and 37 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $2.93M. The largest seller was Commonwealth Equity Services, cutting an estimated $11.5M.
- 130 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q4 2016, up from 116 in Q3 2016.
- Funds reported $425M of WisdomTree International SmallCap Dividend Fund stock for Q4 2016, down 0.83% quarter-over-quarter.
- 19 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q4 2016 and 5 closed out, a net change of +14 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q4 2016 was HighTower Advisors, an estimated $2.93M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q4 2016 was Commonwealth Equity Services, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2016.