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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $680M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+25
Holders Change %
+10.42%
% of All Funds
4.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
50
Increased
68
Reduced
105
Closed
18
Calls
$982K
Puts
–
Net Calls
+$982K
Net Calls Change
+$982K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.18M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.73M
3
JFA
JNBA Financial Advisors
Minnesota
+$3.91M
4
PPW
Pasadena Private Wealth
California
+$3.38M
5
FTUS
Flow Traders U.S.
New York
+$1.42M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$9.94M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.01M
3
FMLI
Fukoku Mutual Life Insurance
Japan
-$6.32M
4
Wells Fargo
Wells Fargo
California
-$4.93M
5
OCG
Opus Capital Group
Ohio
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$44K +$44K +1,671 New
PO
227
Private Ocean
California
$43K – – –
COCM
228
Charter Oak Capital Management
New Hampshire
$40K +$40K +1,504 New
BFEC
229
Benjamin F. Edwards & Company
Missouri
$39K -$44.8K -1,676 -53%
PP
230
PrairieView Partners
Minnesota
$37K – – –
S
231
SignatureFD
Georgia
$31K – – –
AWG
232
Altus Wealth Group
Colorado
$27K +$27K +1,010 New
Citigroup
233
Citigroup
New York
$26K – – –
Simplex Trading
234
Simplex Trading
Illinois
$26K +$23.1K +889 +801%
MWC
235
MBM Wealth Consultants
Missouri
$25K – – –
ONST
236
Old North State Trust
North Carolina
$24K -$35.7K -1,323 -60%
VNA
237
Valley National Advisers
Pennsylvania
$24K – – –
CB
238
Community Bank
New York
$24K – – –
LFG
239
Larson Financial Group
Missouri
$23K +$23K +849 New
DWP
240
Destiny Wealth Partners
Florida
$19K +$19K +706 New
JHCP
241
Jackson Hole Capital Partners
Oklahoma
$19K +$19K +717 New
EFSCE
242
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$17K +$170 +6 +1%
RPWA
244
Regent Peak Wealth Advisors
Georgia
$17K +$17K +648 New
TIAM2
245
Tru Independence Asset Management 2
Oregon
$15K +$15K +572 New
FFW
246
Fusion Family Wealth
New York
$13K – – –
PCG
247
Private Capital Group
Connecticut
$12K -$25K -900 -68%
PB
248
Pinnacle Bancorp
Nebraska
$12K – – –
AWA
249
Arkadios Wealth Advisors
Georgia
$12K +$12K +482 New
AP
250
Arlington Partners
Alabama
$9K +$9K +331 New
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