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WisdomTree US SmallCap Dividend Fund

294 hedge funds and large institutions have $839M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
110
Reduced
108
Closed
17
Calls
$1.47M
Puts
Net Calls
+$1.47M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
251
William Blair & Company
Illinois
$64K -$229K -7,962 -78%
AWM
252
Avior Wealth Management
Nebraska
$62K -$58.5K -2,031 -49%
VCM
253
Versant Capital Management
Arizona
$56K
CSPIA
254
Cary Street Partners Investment Advisory
Virginia
$53K -$93.6K -3,250 -64%
FHA
255
First Horizon Advisors
Tennessee
$48.1K
PO
256
Private Ocean
California
$46.8K
CMBA
257
C.M. Bidwell & Associates
Hawaii
$42.3K
PA
258
PSI Advisors
Florida
$41.5K -$18.1K -630 -30%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$41K -$32.5K -1,128 -44%
BWA
260
BDO Wealth Advisors
Florida
$40.2K
CIAS
261
Capital Investment Advisory Services
North Carolina
$40K +$29 +1 +0.1%
IBOK
262
Independence Bank of Kentucky
Kentucky
$39.4K
GT
263
Glenmede Trust
Pennsylvania
$38K
SWM
264
Spire Wealth Management
Virginia
$37.1K
PP
265
PrairieView Partners
Minnesota
$37K
S
266
SignatureFD
Georgia
$33.4K
HBW
267
Hazlett, Burt & Watson
West Virginia
$33K +$232 +8 +0.7%
Citigroup
268
Citigroup
New York
$31.2K +$27.8K +966 +833%
MTIC
269
Missouri Trust & Investment Company
Missouri
$28.1K
CFB
270
Cullen/Frost Bankers
Texas
$26.1K
TFGT
271
TS Financial Group (TSFG)
Illinois
$26K +$114 +4 +0.4%
PB
272
Pinnacle Bancorp
Nebraska
$21.2K
APC
273
Aspire Private Capital
North Carolina
$18.8K
HCM
274
Hollencrest Capital Management
California
$14.5K
SC
275
SouthState Corp
Florida
$13.8K