WisdomTree Global SmallCap Dividend Fund
GSD
GSD was delisted on the 14th of March, 2019.
6 hedge funds and large institutions have $16.3M invested in WisdomTree Global SmallCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0% more funds holding
Funds holding: 6 → 6 (0)
34% less capital invested
Capital invested by funds: $24.8M → $16.3M (-$8.41M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$1.26M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$27.3K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$20.2K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$651 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$9.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of New York Mellon
New York
| $15.3M | -$9.98M | -322,025 | -40% |
|
|
TW
2
Transform Wealth
Greenwood Village,
Colorado
| $938K | +$1.26M | +40,591 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $85K | +$20.2K | +653 | +33% |
|
|
4
UBS Group
Zurich,
Switzerland
| $38K | +$27.3K | +880 | +296% |
|
|
VNA
5
Valley National Advisers
Bethlehem,
Pennsylvania
| $10K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $5K | +$651 | +21 | +17% |
|
GSD Hedge Fund Activity: Q3 2017 in Review
6 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global SmallCap Dividend Fund (GSD) for Q3 2017, worth a combined $16.3M — down 34% from $24.8M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new GSD positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Transform Wealth, opening a new position worth an estimated $1.26M. The largest seller was Bank of New York Mellon, cutting an estimated $9.98M.
- 6 institutional investors held WisdomTree Global SmallCap Dividend Fund (GSD) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $16.3M of WisdomTree Global SmallCap Dividend Fund stock for Q3 2017, down 34% quarter-over-quarter.
- 1 fund opened new WisdomTree Global SmallCap Dividend Fund positions in Q3 2017 and 0 closed out, a net change of +1 holder.
- The largest WisdomTree Global SmallCap Dividend Fund buyer in Q3 2017 was Transform Wealth, an estimated $1.26M added.
- The largest WisdomTree Global SmallCap Dividend Fund seller in Q3 2017 was Bank of New York Mellon, an estimated $9.98M sold.
Based on aggregated 13F filings for Q3 2017.