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WisdomTree US SmallCap Dividend Fund

294 hedge funds and large institutions have $839M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
110
Reduced
108
Closed
17
Calls
$1.47M
Puts
Net Calls
+$1.47M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
226
Fidelity Investments
Massachusetts
$149K -$20.6K -717 -12%
BBHC
227
Brown Brothers Harriman & Co
New York
$139K
GWSG
228
GPS Wealth Strategies Group
Colorado
$139K +$34.4K +1,195 +33%
AA
229
AlphaMark Advisors
Kentucky
$127K -$2.87K -100 -2%
BONH
230
Bank of New Hampshire
New Hampshire
$112K -$13K -450 -10%
MA
231
MCF Advisors
Kentucky
$104K -$68.1K -2,367 -40%
HWA
232
Heritage Wealth Advisors
Virginia
$99.9K
BFEC
233
Benjamin F. Edwards & Company
Missouri
$98K -$13.8K -478 -12%
MFT
234
Moisand Fitzgerald Tamayo
Florida
$93.5K
LFG
235
Larson Financial Group
Missouri
$92.9K -$10.7K -371 -10%
ARS
236
Adirondack Retirement Specialists
New York
$92.1K -$921 -32 -1%
CFGS
237
Concourse Financial Group Securities
Alabama
$89.5K +$15.8K +550 +21%
VCM
238
Viewpoint Capital Management
Washington
$82.2K
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$78.7K +$1.93K +67 +3%
PTC
240
Private Trust Company
Ohio
$78.3K -$10.2K -355 -12%
RFA
241
Resurgent Financial Advisors
Georgia
$76.8K +$58 +2 +0.1%
IGWM
242
ICA Group Wealth Management
Colorado
$76.5K +$8.67K +301 +13%
GRP
243
Global Retirement Partners
California
$75K +$1.21K +42 +2%
WB
244
Webster Bank
Connecticut
$75K
EWM
245
Evermay Wealth Management
Virginia
$74.6K -$43.2K -1,500 -37%
BEI
246
Benjamin Edwards Inc
Missouri
$71K +$3.53K +122 +5%
EWM
247
Endurance Wealth Management
Rhode Island
$69K
FNBOSM
248
First National Bank of South Miami
Florida
$65.7K -$19.1K -662 -22%
YDMI
249
Y.D. More Investments
Israel
$65.1K
TCOV
250
Trust Company of Vermont
Vermont
$64.8K