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WisdomTree US SmallCap Dividend Fund

293 hedge funds and large institutions have $844M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
24
Increased
114
Reduced
98
Closed
22
Calls
$300K
Puts
Net Calls
+$300K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Shares
Change %
PO
251
Private Ocean
California
$52K
CMBA
252
C.M. Bidwell & Associates
Hawaii
$47K +$794 +25 +2%
BWA
253
BDO Wealth Advisors
Florida
$44K
FCB
254
First Command Bank
Texas
$41K -$47.3K -1,500 -54%
FCFS
255
First Command Financial Services
Texas
$41K -$6.31K -200 -13%
PP
256
PrairieView Partners
Minnesota
$41K
AWM
257
Aspire Wealth Management
Massachusetts
$40K -$9.53K -301 -19%
S
258
SignatureFD
Georgia
$37K
FHA
259
First Horizon Advisors
Tennessee
$32K
AF
260
Advisornet Financial
Minnesota
$31K -$77.2K -2,457 -71%
MWC
261
MBM Wealth Consultants
Missouri
$30K
BFEC
262
Benjamin F. Edwards & Company
Missouri
$25K +$31 +1 +0.1%
JHCP
263
Jackson Hole Capital Partners
Oklahoma
$23K
APC
264
Aspire Private Capital
North Carolina
$21K +$21K +654 New
PCG
265
Private Capital Group
Connecticut
$20K
HBW
266
Hazlett, Burt & Watson
West Virginia
$20K +$20K +638 New
AIP
267
Ahrens Investment Partners
Louisiana
$19K
FPS
268
Fieldpoint Private Securities
Connecticut
$16K
SC
269
SouthState Corp
Florida
$15K
PB
270
Pinnacle Bancorp
Nebraska
$14K
EIP
271
Ellis Investment Partners
Pennsylvania
$11K +$31 +1 +0.3%
ACK
272
Andrew C. Karlinski
$9K
First Manhattan
273
First Manhattan
New York
$8K
PSB
274
Piscataqua Savings Bank
New Hampshire
$8K
TFGT
275
TS Financial Group (TSFG)
Illinois
$8K +$33 +1 +0.4%