WisdomTree International SmallCap Dividend Fund
206 hedge funds and large institutions have $434M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 86 reducing their positions, and 13 closing their positions.
154% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 13
10% more funds holding
Funds holding: 188 → 206 (+18)
4% more capital invested
Capital invested by funds: $419M → $434M (+$14.9M)
0.47% more ownership
Funds ownership: 39.08% → 39.54% (+0.47%)
41% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 86
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$13.7M |
| 2 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$6.65M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.46M |
| 4 |
RCM
Regency Capital Management
Honolulu,
Hawaii
|
+$2.56M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.06M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.52M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$6.94M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.84M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.12M |
DLS Hedge Fund Activity: Q4 2023 in Review
206 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q4 2023, worth a combined $434M — up 3.6% from $419M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new DLS positions and 13 closed out — a net gain of 20 holders — while 51 added to existing stakes and 86 trimmed.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $13.7M. The largest seller was UBS Group, cutting an estimated $9.06M.
- 206 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q4 2023, up from 188 in Q3 2023.
- Funds reported $434M of WisdomTree International SmallCap Dividend Fund stock for Q4 2023, up 3.6% quarter-over-quarter.
- 33 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q4 2023 and 13 closed out, a net change of +20 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q4 2023 was Freedom Investment Management, an estimated $13.7M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q4 2023 was UBS Group, an estimated $9.06M sold.
Based on aggregated 13F filings for Q4 2023.