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WisdomTree US SmallCap Dividend Fund

292 hedge funds and large institutions have $867M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+46
Holders Change %
+18.7%
% of All Funds
5.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
59
Increased
97
Reduced
84
Closed
9
Calls
$525K
Puts
$206K
Net Calls
+$319K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
251
Anchor Investment Management
South Carolina
$51.7K +$2.73K +95 +6%
POIA
252
Pin Oak Investment Advisors
Texas
$48K -$57.5K -2,000 -54%
WP
253
WealthShield Partners
North Carolina
$47K
VNA
254
Valley National Advisers
Pennsylvania
$45K +$45K +1,572 New
JCM
255
Jacobi Capital Management
Pennsylvania
$40K +$373 +13 +0.9%
DY
256
Dowling & Yahnke
California
$34K +$34K +1,188 New
S
257
SignatureFD
Georgia
$33K
LAS
258
Lloyd Advisory Services
Georgia
$31K +$31K +1,090 New
APWM
259
Atlas Private Wealth Management
New York
$29K +$29K +1,025 New
MWC
260
MBM Wealth Consultants
Missouri
$27K
HI
261
Hoey Investments
Pennsylvania
$27K +$27K +938 New
MGIA
262
Moneta Group Investment Advisors
Missouri
$26K -$1.23K -43 -5%
LFG
263
LifePlan Financial Group
Ohio
$26K
CB
264
Community Bank
New York
$26K
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$26K +$201 +7 +0.8%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$25K +$25K +888 New
AIC
267
Ameritas Investment Company
Nebraska
$24K +$113 +4 +0.5%
QCG
268
Quadrant Capital Group
Ohio
$24K +$24K +849 New
BWM
269
Baystate Wealth Management
Massachusetts
$23K +$23K +808 New
JHCP
270
Jackson Hole Capital Partners
Oklahoma
$21K
WC
271
Whitnell & Co
Illinois
$21K +$3.05K +105 +17%
EFSCE
272
Enterprise Financial Services Corp (EFSC)
Missouri
$19K
FFW
273
Fusion Family Wealth
New York
$14K
AA
274
Advisory Alpha
Michigan
$13.7K +$9.88K +349 +262%
PB
275
Pinnacle Bancorp
Nebraska
$13K