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WisdomTree US SmallCap Dividend Fund

319 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
276
Larson Financial Group
Missouri
$39.2K -$5.49K -159 -12%
AA
277
AlphaMark Advisors
Kentucky
$38K
NP
278
NorthRock Partners
Minnesota
$37.7K +$138 +4 +0.4%
CFGS
279
Concourse Financial Group Securities
Alabama
$37.2K -$1.31K -38 -3%
PA
280
PSI Advisors
Florida
$37.2K +$69 +2 +0.2%
GRP
281
Global Retirement Partners
California
$36.9K
William Blair & Company
282
William Blair & Company
Illinois
$35.7K
NFA
283
Northwest Financial Advisors
Virginia
$34.1K +$34.1K +989 New
MTIC
284
Missouri Trust & Investment Company
Missouri
$33.6K
WI
285
Wintrust Investments
Illinois
$32K -$288K -8,435 -90%
PB
286
Pinnacle Bancorp
Nebraska
$25.4K
Russell Investments Group
287
Russell Investments Group
United Kingdom
$23.8K -$310 -9 -1%
SWM
288
Spire Wealth Management
Virginia
$23.5K
UCB
289
United Community Bank
South Carolina
$22.8K
APC
290
Aspire Private Capital
North Carolina
$22.6K
ADL
291
Asset Dedication LLC
California
$19.3K
CPG
292
Cornerstone Planning Group
New Jersey
$19.3K +$103 +3 +0.5%
FFA
293
Founders Financial Alliance
North Carolina
$17.4K -$6.21K -180 -26%
HCM
294
Hollencrest Capital Management
California
$17.4K
EWA
295
EverSource Wealth Advisors
Alabama
$15.7K
GIA
296
GHP Investment Advisors
Colorado
$14.8K
BWP
297
Baldwin Wealth Partners
Massachusetts
$12.8K +$12.8K +371 New
NCM
298
Northwest Capital Management
Oregon
$9.21K
VAMG
299
Voisard Asset Management Group
Michigan
$8.97K +$8.97K +260 New
PSB
300
Piscataqua Savings Bank
New Hampshire
$8.9K