WisdomTree International SmallCap Dividend Fund
144 hedge funds and large institutions have $546M invested in WisdomTree International SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
106% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 31
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
15% more capital invested
Capital invested by funds: $476M → $546M (+$69.7M)
7% more funds holding
Funds holding: 134 → 144 (+10)
0.71% more ownership
Funds ownership: 37.17% → 37.87% (+0.71%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $215K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$10.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.12M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.9M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PV
Private Vista
Chicago,
Illinois
|
-$3.21M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.49M |
| 3 |
EA
Efficient Advisors
Mason,
Ohio
|
-$1.76M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.67M |
| 5 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$1.43M |
DLS Hedge Fund Activity: Q2 2017 in Review
144 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q2 2017, worth a combined $546M — up 15% from $476M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DLS positions and 8 closed out — a net gain of 11 holders — while 64 added to existing stakes and 31 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $10.3M. The largest seller was Private Vista, cutting an estimated $3.21M.
- 144 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q2 2017, up from 134 in Q1 2017.
- Funds reported $546M of WisdomTree International SmallCap Dividend Fund stock for Q2 2017, up 15% quarter-over-quarter.
- 19 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q2 2017 and 8 closed out, a net change of +11 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q2 2017 was Goldman Sachs, an estimated $10.3M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q2 2017 was Private Vista, an estimated $3.21M sold.
Based on aggregated 13F filings for Q2 2017.