DES icon

WisdomTree US SmallCap Dividend Fund

319 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NC
226
Napatree Capital
Rhode Island
$237K -$517 -15 -0.2%
Neuberger Berman Group
227
Neuberger Berman Group
New York
$237K -$51.7K -1,500 -18%
AF
228
Allworth Financial
California
$237K
GWM
229
Geneos Wealth Management
Colorado
$235K +$8.62K +250 +4%
WG
230
Wealth Group
North Carolina
$235K
GWM
231
Gray Wealth Management
Maine
$234K -$27.8K -805 -11%
FG
232
Fiduciary Group
Georgia
$232K
AC
233
Anson Capital
Georgia
$232K -$621 -18 -0.3%
WFP
234
Wrenne Financial Planning
Kentucky
$224K
LPT
235
Legacy Private Trust
Wisconsin
$213K +$213K +6,185 New
CTFG
236
Capstone Triton Financial Group
Oklahoma
$211K +$211K +6,130 New
SF
237
Synovus Financial
Georgia
$209K -$58.9K -1,708 -22%
MFS
238
Madrona Financial Services
Washington
$204K +$204K +5,928 New
AI
239
Accredited Investors
Minnesota
$204K +$204K +5,906 New
RJT
240
Raymond James Trust
Florida
$203K -$43.3K -1,254 -18%
OIA
241
Optimum Investment Advisors
Illinois
$196K
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$178K
HI
243
Harbour Investments
Wisconsin
$176K -$4.24K -123 -2%
GWSG
244
GPS Wealth Strategies Group
Colorado
$175K +$1.69K +49 +1%
HGERS
245
Householder Group Estate & Retirement Specialist
Arizona
$167K
KWAG
246
Kiely Wealth Advisory Group
North Carolina
$165K +$165K +4,474 New
US Bancorp
247
US Bancorp
Minnesota
$159K
MSS
248
Mitchell Sinkler & Starr
Pennsylvania
$154K
CA
249
Continuum Advisory
Idaho
$146K
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$137K +$16.9K +490 +14%