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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $680M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+25
Holders Change %
+10.42%
% of All Funds
4.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
50
Increased
68
Reduced
105
Closed
18
Calls
$982K
Puts
–
Net Calls
+$982K
Net Calls Change
+$982K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.18M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.73M
3
JFA
JNBA Financial Advisors
Minnesota
+$3.91M
4
PPW
Pasadena Private Wealth
California
+$3.38M
5
FTUS
Flow Traders U.S.
New York
+$1.42M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$9.94M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.01M
3
FMLI
Fukoku Mutual Life Insurance
Japan
-$6.32M
4
Wells Fargo
Wells Fargo
California
-$4.93M
5
OCG
Opus Capital Group
Ohio
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
251
Fortem Financial Group
California
$7K +$7K +255 New
BA
252
Bellwether Advisors
Nebraska
$7K +$7K +282 New
EAM
253
Eukles Asset Management
Ohio
$6K – – –
TFGT
254
TS Financial Group (TSFG)
Illinois
$6K +$51 +2 +0.9%
FMB
255
Field & Main Bank
Kentucky
$6K +$6K +210 New
CAL
256
Capital Advisors Ltd
Ohio
$5K – – –
RCA
257
Ranch Capital Advisors
Florida
$4K -$366 -15 -8%
CFA
258
Carroll Financial Associates
North Carolina
$4K +$46 +2 +1%
FFA
259
Founders Financial Alliance
North Carolina
$3K – – –
MAM
260
Meeder Asset Management
Ohio
$1K – – –
PA
261
Parallel Advisors
California
$1K – – –
NL
262
NVWM LLC
Pennsylvania
$1K – – –
CT
263
Clearstead Trust
Maine
$1K – – –
FGAM
264
Financial Gravity Asset Management
Texas
$1K +$1K +39 New
BHWM
265
Bay Harbor Wealth Management
Maryland
$1K +$1K +42 New
FMLI
266
Fukoku Mutual Life Insurance
Japan
– -$6.32M -300,000 Closed
Citadel Advisors
267
Citadel Advisors
Florida
– -$977K -46,351 Closed
HighTower Advisors
268
HighTower Advisors
Illinois
– -$717K -34,167 Closed
APW
269
Austin Private Wealth
Texas
– -$394K -18,701 Closed
Renaissance Technologies
270
Renaissance Technologies
New York
– -$308K -14,600 Closed
COF
271
Capital One Financial
Virginia
– -$215K -10,208 Closed
BA
272
Bristlecone Advisors
Washington
– -$126K -5,989 Closed
FHC
273
First Horizon Corporation
Tennessee
– -$123K -5,835 Closed
FHA
274
Flagship Harbor Advisors
Massachusetts
– -$55K -2,625 Closed
HFA
275
Hoover Financial Advisors
Pennsylvania
– -$19K -925 Closed
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