WisdomTree International SmallCap Dividend Fund
231 hedge funds and large institutions have $569M invested in WisdomTree International SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 9 closing their positions.
289% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 9
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
12% more funds holding
Funds holding: 207 → 231 (+24)
11% more capital invested
Capital invested by funds: $513M → $569M (+$55.6M)
0.24% more ownership
Funds ownership: 32.62% → 32.86% (+0.24%)
3% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$4.87M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$3.07M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$2.95M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.88M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$23.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.84M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$2.46M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
-$1.97M |
| 5 |
Goldman Sachs
New York
|
-$1.56M |
DLS Hedge Fund Activity: Q4 2019 in Review
231 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q4 2019, worth a combined $569M — up 11% from $513M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DLS positions and 9 closed out — a net gain of 26 holders — while 78 added to existing stakes and 80 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $4.87M. The largest seller was Morgan Stanley, cutting an estimated $23.5M.
- 231 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q4 2019, up from 207 in Q3 2019.
- Funds reported $569M of WisdomTree International SmallCap Dividend Fund stock for Q4 2019, up 11% quarter-over-quarter.
- 35 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q4 2019 and 9 closed out, a net change of +26 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q4 2019 was Avantax Advisory Services, an estimated $4.87M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q4 2019 was Morgan Stanley, an estimated $23.5M sold.
Based on aggregated 13F filings for Q4 2019.