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WisdomTree US SmallCap Dividend Fund

283 hedge funds and large institutions have $719M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-11
Holders Change %
-3.74%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
28
Increased
106
Reduced
97
Closed
32
Calls
$340K
Puts
Net Calls
+$340K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Shares
Change %
TCOV
226
Trust Company of Vermont
Vermont
$64K
EWM
227
Endurance Wealth Management
Rhode Island
$62K +$62K +2,400 New
OPW
228
Oxler Private Wealth
New York
$58.8K +$58.8K +607 New
BEI
229
Benjamin Edwards Inc
Missouri
$57K -$207 -8 -0.4%
BFEC
230
Benjamin F. Edwards & Company
Missouri
$57K +$52 +2 +0.1%
FA
231
Flagstar Advisors
New York
$55.3K +$55.3K +2,149 New
PA
232
PSI Advisors
Florida
$51K -$20.9K -811 -29%
CCM
233
Covington Capital Management
California
$51K
VCM
234
Versant Capital Management
Arizona
$50K
MTIC
235
Missouri Trust & Investment Company
Missouri
$48K
CM
236
Cornerstone Management
Georgia
$44K -$2.29K -89 -5%
PO
237
Private Ocean
California
$41K
GT
238
Glenmede Trust
Pennsylvania
$40K -$43.4K -1,721 -52%
CMBA
239
C.M. Bidwell & Associates
Hawaii
$38K -$259 -10 -0.7%
HBW
240
Hazlett, Burt & Watson
West Virginia
$37K +$8.5K +329 +30%
BWA
241
BDO Wealth Advisors
Florida
$36K
PP
242
PrairieView Partners
Minnesota
$33K
AWM
243
Aspire Wealth Management
Massachusetts
$33K +$283 +11 +0.9%
S
244
SignatureFD
Georgia
$30K
AIP
245
Almanack Investment Partners
Pennsylvania
$29K +$29K +1,134 New
FHA
246
First Horizon Advisors
Tennessee
$26K
AF
247
Advisornet Financial
Minnesota
$26K +$157 +6 +0.6%
US Bancorp
248
US Bancorp
Minnesota
$25K +$9.37K +363 +60%
BIA
249
Bell Investment Advisors
California
$24K +$205 +8 +0.9%
WT
250
Whittier Trust
California
$23K +$23K +900 New