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WisdomTree US SmallCap Dividend Fund

322 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.68%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
24
Increased
101
Reduced
137
Closed
18
Calls
$283K
Puts
Net Calls
+$283K
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Shares
Change %
BONH
251
Bank of New Hampshire
New Hampshire
$121K
MA
252
MCF Advisors
Kentucky
$113K
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$108K +$26.6K +854 +33%
HWA
254
Heritage Wealth Advisors
Virginia
$108K
MFT
255
Moisand Fitzgerald Tamayo
Florida
$101K
VCM
256
Viewpoint Capital Management
Washington
$89K
WB
257
Webster Bank
Connecticut
$81.1K
BFEC
258
Benjamin F. Edwards & Company
Missouri
$80K -$15.9K -510 -17%
CIAS
259
Capital Investment Advisory Services
North Carolina
$78.1K -$2.21K -71 -3%
ATPW
260
Ashton Thomas Private Wealth
Arizona
$77.4K +$77.4K +2,485 New
HBW
261
Hazlett, Burt & Watson
West Virginia
$76K +$39.8K +1,277 +110%
PPA
262
Painted Porch Advisors
California
$74.2K +$74.2K +2,381 New
PTC
263
Private Trust Company
Ohio
$67.3K
CA
264
CoreCap Advisors
Michigan
$61.8K +$14.7K +471 +31%
VCM
265
Versant Capital Management
Arizona
$60.6K
NS
266
NBC Securities
Alabama
$60K +$432 +14 +0.7%
TCOV
267
Trust Company of Vermont
Vermont
$56.8K
PO
268
Private Ocean
California
$50.7K
T
269
Tidemark
California
$50.6K
S
270
SignatureFD
Georgia
$50.2K +$14K +450 +39%
EWM
271
Evermay Wealth Management
Virginia
$49.9K -$30.8K -988 -38%
FG
272
Fairman Group
Pennsylvania
$47.3K
MSG
273
Main Street Group
Virginia
$45.6K +$309 +10 +0.7%
LFG
274
Larson Financial Group
Missouri
$40.4K +$125 +4 +0.3%
PP
275
PrairieView Partners
Minnesota
$40K