WisdomTree International SmallCap Dividend Fund
201 hedge funds and large institutions have $428M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.48% less ownership
Funds ownership: 39.54% → 39.06% (-0.48%)
1% less capital invested
Capital invested by funds: $434M → $428M (-$6.17M)
2% less funds holding
Funds holding: 206 → 201 (-5)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
24% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$11.2M |
| 2 |
AFG
Atomi Financial Group
New York
|
+$3.12M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.9M |
| 4 |
Morgan Stanley
New York
|
+$2.01M |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$13.1M |
| 2 |
Jane Street
New York
|
-$7.91M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.35M |
| 4 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$5.2M |
| 5 |
OCFG
O'Connor Financial Group
Quincy,
Illinois
|
-$3.9M |
DLS Hedge Fund Activity: Q1 2024 in Review
201 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q1 2024, worth a combined $428M — down 1.4% from $434M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of DLS and 13 opened new positions — a net loss of 3 holders — while 85 trimmed existing stakes and 65 added.
The largest buyer was Bank of America, adding an estimated $11.2M. The largest seller was M Holdings Securities, exiting entirely with an estimated $13.1M sold.
- 201 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q1 2024, down from 206 in Q4 2023.
- Funds reported $428M of WisdomTree International SmallCap Dividend Fund stock for Q1 2024, down 1.4% quarter-over-quarter.
- 13 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q1 2024 and 16 closed out, a net change of -3 holders.
- The largest WisdomTree International SmallCap Dividend Fund buyer in Q1 2024 was Bank of America, an estimated $11.2M added.
- The largest WisdomTree International SmallCap Dividend Fund seller in Q1 2024 was M Holdings Securities, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2024.