WisdomTree International SmallCap Dividend Fund
188 hedge funds and large institutions have $419M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 17 closing their positions.
0.44% more ownership
Funds ownership: 38.64% → 39.08% (+0.44%)
0% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 17
1% less funds holding
Funds holding: 189 → 188 (-1)
3% less capital invested
Capital invested by funds: $433M → $419M (-$14.1M)
11% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 72
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$5.45M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$3.65M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.14M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.04M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMWM
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
-$7.14M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.69M |
| 3 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.66M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$2.18M |
| 5 |
TC
Tacita Capital
Toronto,
Ontario, Canada
|
-$1.7M |
DLS Hedge Fund Activity: Q3 2023 in Review
188 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q3 2023, worth a combined $419M — down 3.3% from $433M a quarter earlier.
Fund positioning in DLS was balanced in Q3 2023: 17 funds opened new positions, 17 closed out, 64 added to existing stakes and 72 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $5.45M. The largest seller was Whitaker-Myers Wealth Managers, exiting entirely with an estimated $7.14M sold.
- 188 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q3 2023, down from 189 in Q2 2023.
- Funds reported $419M of WisdomTree International SmallCap Dividend Fund stock for Q3 2023, down 3.3% quarter-over-quarter.
- 17 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q3 2023 and 17 closed out, a net change of 0 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q3 2023 was Flow Traders U.S., an estimated $5.45M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q3 2023 was Whitaker-Myers Wealth Managers, an estimated $7.14M sold.
Based on aggregated 13F filings for Q3 2023.