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WisdomTree US SmallCap Dividend Fund

274 hedge funds and large institutions have $795M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+9
Holders Change %
+3.4%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
75
Reduced
112
Closed
28
Calls
$710K
Puts
Net Calls
+$710K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Shares
Change %
CB
251
Community Bank
New York
$28K
ONST
252
Old North State Trust
North Carolina
$28K
JHCP
253
Jackson Hole Capital Partners
Oklahoma
$22K
DWP
254
Destiny Wealth Partners
Florida
$22K
EFSCE
255
Enterprise Financial Services Corp (EFSC)
Missouri
$21K
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$16K -$2.4K -78 -13%
FFW
257
Fusion Family Wealth
New York
$15K
AWA
258
Arkadios Wealth Advisors
Georgia
$15K +$31 +1 +0.2%
PB
259
Pinnacle Bancorp
Nebraska
$14K
WCM
260
Wealthcare Capital Management
Virginia
$10K +$10K +331 New
BA
261
Bellwether Advisors
Nebraska
$8K
SCA
262
Stonebridge Capital Advisors
Minnesota
$8K +$8K +256 New
PSB
263
Piscataqua Savings Bank
New Hampshire
$8K +$8K +258 New
EAM
264
Eukles Asset Management
Ohio
$7K
TFGT
265
TS Financial Group (TSFG)
Illinois
$7K
CAL
266
Capital Advisors Ltd
Ohio
$6K
CFA
267
Carroll Financial Associates
North Carolina
$5K
RCA
268
Ranch Capital Advisors
Florida
$3K -$1.35K -51 -31%
MWM
269
Mascoma Wealth Management
New Hampshire
$3K +$3K +91 New
WP
270
WealthShield Partners
North Carolina
$3K +$3K +99 New
PA
271
Parallel Advisors
California
$2K
EP
272
Eudaimonia Partners
Tennessee
$2K +$2K +76 New
MAM
273
Meeder Asset Management
Ohio
$1K
NL
274
NVWM LLC
Pennsylvania
$1K
FGAM
275
Financial Gravity Asset Management
Texas
$256 -$992 -31 -79%