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WisdomTree US SmallCap Dividend Fund

292 hedge funds and large institutions have $867M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+46
Holders Change %
+18.7%
% of All Funds
5.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
59
Increased
97
Reduced
84
Closed
9
Calls
$525K
Puts
$206K
Net Calls
+$319K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Shares
Change %
PO
226
Private Ocean
California
$130K
ASN
227
Advisory Services Network
Georgia
$117K -$478K -16,619 -80%
ONST
228
Old North State Trust
North Carolina
$110K -$3.69K -128 -3%
FCM
229
Firestone Capital Management
Florida
$110K +$110K +3,825 New
Fidelity Investments
230
Fidelity Investments
Massachusetts
$101K -$10.9K -384 -10%
HWA
231
Heritage Wealth Advisors
Virginia
$99.5K
MFT
232
Moisand Fitzgerald Tamayo
Florida
$93K
SIM
233
Sonora Investment Management
Arizona
$92K
PCG
234
Private Capital Group
Connecticut
$91K +$36.6K +1,275 +67%
CAAS
235
Capital Asset Advisory Services
Michigan
$85K +$85K +3,089 New
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
$82K +$82K +2,867 New
CFGS
237
Concourse Financial Group Securities
Alabama
$81K +$59.4K +2,067 +276%
CAL
238
Capital Advisors Ltd
Ohio
$76K
RCA
239
Ranch Capital Advisors
Florida
$75K -$36.3K -1,261 -33%
JFGIW
240
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K
IFAM
241
Institutional & Family Asset Management
Colorado
$73K
RG
242
Retirement Group
California
$73K +$73K +2,543 New
CMBA
243
C.M. Bidwell & Associates
Hawaii
$72K
MWP
244
MYCIO Wealth Partners
Pennsylvania
$69K +$2.8K +97 +4%
PA
245
PSI Advisors
Florida
$68K +$68K +2,390 New
SBL
246
Sargent Bickham Lagudis
Colorado
$67K
VCM
247
Versant Capital Management
Arizona
$59K +$3.43K +120 +6%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$58K -$1.01K -35 -2%
WEC
249
Winslow Evans & Crocker
Massachusetts
$54K
TWA
250
TCI Wealth Advisors
Arizona
$53K