DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

240 hedge funds and large institutions have $553M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 108 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
61
Reduced
108
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$2.04M
2
FTUS
Flow Traders U.S.
New York
+$1.96M
3
Creative Planning
Creative Planning
Kansas
+$1.65M
4
1WA
180 Wealth Advisors
Washington
+$1.2M
5
BFG
Beacon Financial Group
Texas
+$1.15M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$4.2M
2
Morgan Stanley
Morgan Stanley
New York
-$4.01M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.76M
4
HNB
Huntington National Bank
Ohio
-$2.96M
5
Wells Fargo
Wells Fargo
California
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
226
TS Financial Group (TSFG)
Illinois
$5K +$43 +2 +0.9%
US Bancorp
227
US Bancorp
Minnesota
$4K -$13.2K -692 -77%
CAL
228
Capital Advisors Ltd
Ohio
$4K – – –
RCA
229
Ranch Capital Advisors
Florida
$3K – – –
CFA
230
Carroll Financial Associates
North Carolina
$3K – – –
Simplex Trading
231
Simplex Trading
Illinois
$2K -$3.68K -204 -65%
WCG
232
Weaver Consulting Group
California
$2K – – –
FFA
233
Founders Financial Alliance
North Carolina
$2K +$2K +101 New
JWM
234
Jeppson Wealth Management
California
$2K +$2K +112 New
PA
235
Parallel Advisors
California
$1K – – –
NL
236
NVWM LLC
Pennsylvania
$1K – – –
KCM
237
Kathmere Capital Management
Pennsylvania
$1K +$1K +26 New
MAM
238
Meeder Asset Management
Ohio
$1K +$1K +37 New
FCA
239
FinTrust Capital Advisors
South Carolina
$429 -$95 -4,508 -18%
CWM
240
Capital Wealth Management
Rhode Island
– -$1.93M -91,321 Closed
Jane Street
241
Jane Street
New York
– -$1.34M -63,220 Closed
XF
242
XML Financial
Maryland
– -$1.29M -60,745 Closed
SL
243
Stevard LLC
Illinois
– -$850K -40,141 Closed
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
– -$410K -19,368 Closed
JWCA
245
J.W. Cole Advisors
Florida
– -$366K -17,262 Closed
SG
246
StoneX Group
New York
– -$275K -12,995 Closed
NA
247
NewEdge Advisors
Louisiana
– -$252K -11,919 Closed
JPLA
248
Joseph P. Lucia & Associates
New York
– -$174K -8,225 Closed
QCG
249
Quadrant Capital Group
Ohio
– -$148K -7,000 Closed
FANJ
250
Financial Architects (New Jersey)
New Jersey
– -$117K -5,501 Closed
7 8 9
10
11