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WisdomTree US SmallCap Dividend Fund

274 hedge funds and large institutions have $795M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+9
Holders Change %
+3.4%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
75
Reduced
112
Closed
28
Calls
$710K
Puts
Net Calls
+$710K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Shares
Change %
WB
226
Webster Bank
Connecticut
$91K -$34.9K -1,120 -28%
CAC
227
Certified Advisory Corp
Florida
$91K +$91K +2,907 New
GRP
228
Global Retirement Partners
California
$90K -$16.1K -518 -15%
TCOV
229
Trust Company of Vermont
Vermont
$82K -$2.33K -75 -3%
APWA
230
Atlas Private Wealth Advisors
New Jersey
$70K
VCM
231
Versant Capital Management
Arizona
$61K
RWB
232
RMR Wealth Builders
New Jersey
$60K +$60K +1,917 New
LFG
233
Larson Financial Group
Missouri
$57K +$30.6K +987 +116%
BWA
234
BDO Wealth Advisors
Florida
$57K +$57K +1,815 New
TFM
235
TFC Financial Management
Massachusetts
$55K
Citigroup
236
Citigroup
New York
$54K +$23.6K +760 +78%
EVM
237
Eaton Vance Management
Massachusetts
$53K +$53K +1,714 New
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$52K
PO
239
Private Ocean
California
$51K
EIP
240
Ellis Investment Partners
Pennsylvania
$51K +$51K +1,650 New
CMBA
241
C.M. Bidwell & Associates
Hawaii
$45K -$32.2K -1,040 -42%
PP
242
PrairieView Partners
Minnesota
$44K
AIM
243
Anchor Investment Management
South Carolina
$43.8K -$9.35K -300 -18%
Jones Financial Companies
244
Jones Financial Companies
Missouri
$43K +$43K +1,365 New
COCM
245
Charter Oak Capital Management
New Hampshire
$42K -$4.86K -156 -10%
S
246
SignatureFD
Georgia
$36K
BFEC
247
Benjamin F. Edwards & Company
Missouri
$35K -$10.1K -326 -22%
PCG
248
Private Capital Group
Connecticut
$33K +$19.6K +633 +147%
MWC
249
MBM Wealth Consultants
Missouri
$29K
VNA
250
Valley National Advisers
Pennsylvania
$28K