WisdomTree International SmallCap Dividend Fund
134 hedge funds and large institutions have $476M invested in WisdomTree International SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
34% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 38
12% more capital invested
Capital invested by funds: $425M → $476M (+$51.4M)
3% more funds holding
Funds holding: 130 → 134 (+4)
0.19% more ownership
Funds ownership: 36.98% → 37.17% (+0.19%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$8.63M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$6.38M |
| 3 |
Morgan Stanley
New York
|
+$5.95M |
| 4 |
Goldman Sachs
New York
|
+$4.53M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
-$5.19M |
| 2 |
Jane Street
New York
|
-$4.92M |
| 3 |
PV
Private Vista
Chicago,
Illinois
|
-$4.5M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.93M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.39M |
DLS Hedge Fund Activity: Q1 2017 in Review
134 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q1 2017, worth a combined $476M — up 12% from $425M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DLS positions and 12 closed out — a net gain of 5 holders — while 51 added to existing stakes and 38 trimmed.
The largest buyer was UBS Group, adding an estimated $8.63M. The largest seller was EisnerAmper Wealth Management Corporate Benefits, cutting an estimated $5.19M.
- 134 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q1 2017, up from 130 in Q4 2016.
- Funds reported $476M of WisdomTree International SmallCap Dividend Fund stock for Q1 2017, up 12% quarter-over-quarter.
- 17 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q1 2017 and 12 closed out, a net change of +5 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q1 2017 was UBS Group, an estimated $8.63M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q1 2017 was EisnerAmper Wealth Management Corporate Benefits, an estimated $5.19M sold.
Based on aggregated 13F filings for Q1 2017.