WisdomTree Global SmallCap Dividend Fund
GSD
GSD was delisted on the 14th of March, 2019.
11 hedge funds and large institutions have $18.5M invested in WisdomTree Global SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 3 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
38% more funds holding
Funds holding: 8 → 11 (+3)
9% more capital invested
Capital invested by funds: $17M → $18.5M (+$1.49M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$1.32M |
| 2 |
Jane Street
New York
|
+$1.21M |
| 3 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$122K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$28.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$157K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of New York Mellon
New York
| $15M | -$157K | -4,795 | -1% |
|
|
2
Jane Street
New York
| $1.18M | +$1.21M | +37,056 | New |
|
|
SFG
3
StrategIQ Financial Group
Merrillville,
Indiana
| $1.18M | +$122K | +3,735 | +11% |
|
|
TW
4
Transform Wealth
Greenwood Village,
Colorado
| $924K | +$1.32M | +40,391 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $192K | +$28.7K | +877 | +17% |
|
|
6
UBS Group
Zurich,
Switzerland
| $26K | +$8.21K | +251 | +45% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $25K | – | – | – |
|
|
RFA
8
Reilly Financial Advisors
La Mesa,
California
| $23K | – | – | – |
|
|
SFM
9
Signet Financial Management
Parsippany,
New Jersey
| $5K | +$4.91K | +150 | New |
|
|
VNA
10
Valley National Advisers
Bethlehem,
Pennsylvania
| $3K | – | – | – |
|
11
Bank of America
Charlotte,
North Carolina
| $1K | – | – | – |
|
GSD Hedge Fund Activity: Q1 2018 in Review
11 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global SmallCap Dividend Fund (GSD) for Q1 2018, worth a combined $18.5M — up 8.8% from $17M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new GSD positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Transform Wealth, opening a new position worth an estimated $1.32M. The largest seller was Bank of New York Mellon, cutting an estimated $157K.
- 11 institutional investors held WisdomTree Global SmallCap Dividend Fund (GSD) as of Q1 2018, up from 8 in Q4 2017.
- Funds reported $18.5M of WisdomTree Global SmallCap Dividend Fund stock for Q1 2018, up 8.8% quarter-over-quarter.
- 3 funds opened new WisdomTree Global SmallCap Dividend Fund positions in Q1 2018 and 0 closed out, a net change of +3 holders.
- The largest WisdomTree Global SmallCap Dividend Fund buyer in Q1 2018 was Transform Wealth, an estimated $1.32M added.
- The largest WisdomTree Global SmallCap Dividend Fund seller in Q1 2018 was Bank of New York Mellon, an estimated $157K sold.
Based on aggregated 13F filings for Q1 2018.