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WisdomTree US SmallCap Dividend Fund

294 hedge funds and large institutions have $841M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
Holders Change %
0%
% of All Funds
4.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
105
Reduced
101
Closed
22
Calls
$271K
Puts
Net Calls
+$271K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
276
Eukles Asset Management
Ohio
$6.68K
TRCT
277
Tower Research Capital (TRC)
New York
$6K +$6K +206 New
Qube Research & Technologies (QRT)
278
Qube Research & Technologies (QRT)
United Kingdom
$5.71K
GI
279
Gradient Investments
Minnesota
$5.63K
CFD
280
Creative Financial Designs
Indiana
$5.54K
CAL
281
Capital Advisors Ltd
Ohio
$5K
BA
282
Bellwether Advisors
Nebraska
$4.86K
CB
283
CNB Bank
Pennsylvania
$4.11K +$4.11K +144 New
NSG
284
Nalls Sherbakoff Group
Tennessee
$3.76K +$3.76K +134 New
JWA
285
JFS Wealth Advisors
Pennsylvania
$3.51K +$29 +1 +0.8%
Citigroup
286
Citigroup
New York
$3.31K
RI
287
Ridgewood Investments
New Jersey
$3.26K +$3.26K +114 New
PA
288
Parallel Advisors
California
$2.86K -$287K -10,062 -99%
MWM
289
Mascoma Wealth Management
New Hampshire
$2.53K
BCWM
290
Bartlett & Co Wealth Management
Ohio
$1.26K
NL
291
NVWM LLC
Pennsylvania
$1.2K
EWM
292
EPG Wealth Management
Georgia
$1.09K
BC
293
Bartlett & Co
Ohio
$1K
CT
294
Clearstead Trust
Maine
$600
FGAM
295
Financial Gravity Asset Management
Texas
$236 +$236 +29 New
BWM
296
BCS Wealth Management
Tennessee
-$3.17M -111,502 Closed
BWM
297
BlackDiamond Wealth Management
New York
-$731K -24,690 Closed
FAIM
298
Financial Advocates Investment Management
Washington
-$585K -20,567 Closed
MCC
299
Money Concepts Capital
Florida
-$551K -19,360 Closed
WI
300
Wintrust Investments
Illinois
-$395K -13,872 Closed