WisdomTree Global SmallCap Dividend Fund
GSD
GSD was delisted on the 14th of March, 2019.
8 hedge funds and large institutions have $17M invested in WisdomTree Global SmallCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more funds holding
Funds holding: 6 → 8 (+2)
4% more capital invested
Capital invested by funds: $16.3M → $17M (+$685K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$1.08M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$81.6K |
| 3 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
+$32.5K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$25K |
| 5 |
Bank of New York Mellon
New York
|
+$19.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$938K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$19.9K |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$9.64K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of New York Mellon
New York
| $15.7M | +$19.2K | +592 | +0.1% |
|
|
SFG
2
StrategIQ Financial Group
Merrillville,
Indiana
| $1.1M | +$1.08M | +33,197 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $170K | +$81.6K | +2,514 | +96% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $25K | +$25K | +770 | New |
|
|
RFA
5
Reilly Financial Advisors
La Mesa,
California
| $23K | +$32.5K | +1,000 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $19K | -$19.9K | -613 | -52% |
|
|
VNA
7
Valley National Advisers
Bethlehem,
Pennsylvania
| $3K | -$9.64K | -297 | -66% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $1K | -$4.12K | -127 | -86% |
|
|
TW
9
Transform Wealth
Greenwood Village,
Colorado
| – | -$938K | -40,591 | Closed |
|
GSD Hedge Fund Activity: Q4 2017 in Review
8 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global SmallCap Dividend Fund (GSD) for Q4 2017, worth a combined $17M — up 4.2% from $16.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new GSD positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was StrategIQ Financial Group, opening a new position worth an estimated $1.08M. The largest seller was Transform Wealth, exiting entirely with an estimated $938K sold.
- 8 institutional investors held WisdomTree Global SmallCap Dividend Fund (GSD) as of Q4 2017, up from 6 in Q3 2017.
- Funds reported $17M of WisdomTree Global SmallCap Dividend Fund stock for Q4 2017, up 4.2% quarter-over-quarter.
- 3 funds opened new WisdomTree Global SmallCap Dividend Fund positions in Q4 2017 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree Global SmallCap Dividend Fund buyer in Q4 2017 was StrategIQ Financial Group, an estimated $1.08M added.
- The largest WisdomTree Global SmallCap Dividend Fund seller in Q4 2017 was Transform Wealth, an estimated $938K sold.
Based on aggregated 13F filings for Q4 2017.