DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

272 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
90
Reduced
93
Closed
25
Calls
$427K
Puts
–
Net Calls
+$427K
Net Calls Change
-$283K

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$14.1M
2
LPL Financial
LPL Financial
California
+$5.2M
3
CWM
Connecticut Wealth Management
Connecticut
+$2.23M
4
PPW
Pasadena Private Wealth
California
+$1.66M
5
UCFA
United Capital Financial Advisors
Texas
+$1.34M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$3.81M
2
BWM
BCS Wealth Management
Tennessee
-$3.77M
3
Creative Planning
Creative Planning
Kansas
-$3.65M
4
SPIA
Steward Partners Investment Advisory
New York
-$1.92M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
Arkadios Wealth Advisors
Georgia
$80K +$64.8K +2,051 +425%
APWA
227
Atlas Private Wealth Advisors
New Jersey
$72K – – –
CMBA
228
C.M. Bidwell & Associates
Hawaii
$72K +$25.6K +801 +55%
VCM
229
Versant Capital Management
Arizona
$62K – – –
TFM
230
TFC Financial Management
Massachusetts
$57K – – –
WP
231
WealthShield Partners
North Carolina
$56K +$52.9K +1,666 +1,683%
Citigroup
232
Citigroup
New York
$55K – – –
EVM
233
Eaton Vance Management
Massachusetts
$55K – – –
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$53K – – –
PO
235
Private Ocean
California
$52K – – –
PP
236
PrairieView Partners
Minnesota
$45K – – –
AIM
237
Anchor Investment Management
South Carolina
$44.9K – – –
BWA
238
BDO Wealth Advisors
Florida
$44K -$13.2K -420 -23%
SIM
239
Sonora Investment Management
Arizona
$44K +$44K +1,385 New
COCM
240
Charter Oak Capital Management
New Hampshire
$43K -$354 -11 -0.8%
S
241
SignatureFD
Georgia
$37K – – –
AF
242
Allworth Financial
California
$37K +$37K +1,161 New
EIP
243
Ellis Investment Partners
Pennsylvania
$36K -$15.4K -494 -30%
LC
244
Lindbrook Capital
California
$36K +$36K +1,115 New
PCG
245
Private Capital Group
Connecticut
$34K – – –
FGAM
246
Financial Gravity Asset Management
Texas
$32K – – –
PWP
247
Personal Wealth Partners
Minnesota
$31K +$31K +987 New
MWC
248
MBM Wealth Consultants
Missouri
$30K – – –
VNA
249
Valley National Advisers
Pennsylvania
$28K – – –
TRCT
250
Tower Research Capital (TRC)
New York
$27K -$1.86M -59,664 -99%
8 9
10
11 12