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WisdomTree US SmallCap Dividend Fund

322 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.68%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
24
Increased
101
Reduced
137
Closed
18
Calls
$283K
Puts
Net Calls
+$283K
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Shares
Change %
NWA
226
Navis Wealth Advisors
New York
$223K +$17.4K +557 +8%
RJT
227
Raymond James Trust
Florida
$223K -$374 -12 -0.2%
NIWA
228
New Insight Wealth Advisors
California
$222K -$16.8K -540 -7%
RA
229
Rockingstone Advisors
Massachusetts
$218K
GS
230
GTS Securities
New York
$217K -$243K -7,795 -53%
JWCA
231
J.W. Cole Advisors
Florida
$216K +$1.03K +33 +0.5%
NC
232
Napatree Capital
Rhode Island
$215K +$215K +6,897 New
WG
233
Wealth Group
North Carolina
$213K
AC
234
Anson Capital
Georgia
$210K +$13K +417 +7%
FG
235
Fiduciary Group
Georgia
$210K
SCA
236
Snowden Capital Advisors
New York
$209K +$31 +1 +0%
GWM
237
Geneos Wealth Management
Colorado
$205K
WFP
238
Wrenne Financial Planning
Kentucky
$203K +$203K +6,505 New
CCM
239
Colorado Capital Management
Colorado
$199K -$63.6K -2,045 -24%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$193K -$19.9K -638 -9%
OIA
241
Optimum Investment Advisors
Illinois
$177K
AF
242
Advisornet Financial
Minnesota
$164K +$153K +4,915 +1,404%
HI
243
Harbour Investments
Wisconsin
$163K -$13.5K -434 -8%
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$159K
GWSG
245
GPS Wealth Strategies Group
Colorado
$156K +$13.4K +429 +9%
MSS
246
Mitchell Sinkler & Starr
Pennsylvania
$151K
HGERS
247
Householder Group Estate & Retirement Specialist
Arizona
$151K +$19.7K +634 +15%
US Bancorp
248
US Bancorp
Minnesota
$144K +$69.1K +2,218 +93%
CT
249
Colonial Trust
South Carolina
$142K -$10K -326 -7%
CA
250
Continuum Advisory
Idaho
$125K