WisdomTree International SmallCap Dividend Fund
210 hedge funds and large institutions have $621M invested in WisdomTree International SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 21 closing their positions.
38% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 21
3% more funds holding
Funds holding: 204 → 210 (+6)
6% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 68
0.88% less ownership
Funds ownership: 37.94% → 37.06% (-0.88%)
23% less capital inflows, than outflows
Capital inflows: $45.7M | Capital outflows: $59.6M
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Merriman Wealth Management
Seattle,
Washington
|
+$6.45M |
| 2 |
Baker Avenue Asset Management
San Francisco,
California
|
+$3.27M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$3.18M |
| 4 |
Jane Street
New York
|
+$3.04M |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ritholtz Wealth Management
New York
|
-$10M |
| 2 |
Vantage Investment Partners
Kansas City,
Missouri
|
-$4.99M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.98M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.14M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$3.88M |
DLS Hedge Fund Activity: Q1 2019 in Review
210 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q1 2019, worth a combined $621M — up 6.3% from $584M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DLS positions and 21 closed out — a net gain of 8 holders — while 72 added to existing stakes and 68 trimmed.
The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $6.45M. The largest seller was Ritholtz Wealth Management, cutting an estimated $10M.
- 210 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q1 2019, up from 204 in Q4 2018.
- Funds reported $621M of WisdomTree International SmallCap Dividend Fund stock for Q1 2019, up 6.3% quarter-over-quarter.
- 29 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q1 2019 and 21 closed out, a net change of +8 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q1 2019 was Merriman Wealth Management, an estimated $6.45M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q1 2019 was Ritholtz Wealth Management, an estimated $10M sold.
Based on aggregated 13F filings for Q1 2019.