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WisdomTree US SmallCap Dividend Fund

328 hedge funds and large institutions have $1.01B invested in WisdomTree US SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+9
Holders Change %
+2.82%
% of All Funds
4.37%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
41
Increased
108
Reduced
107
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
276
Oarsman Capital
Wisconsin
$50.3K +$2.92K +85 +6%
SS
277
SBI Securities
Japan
$47.6K +$47.6K +1,387 New
S
278
SignatureFD
Georgia
$46.8K
FFA
279
Farther Finance Advisors
California
$46.1K -$2.99K -87 -6%
T
280
Tidemark
California
$45.9K
WSFS
281
Wilmington Savings Fund Society
Delaware
$45.9K +$45.9K +1,335 New
CMBA
282
C.M. Bidwell & Associates
Hawaii
$43.9K
AP
283
Aspect Partners
Virginia
$41.7K +$309 +9 +0.7%
NP
284
NorthRock Partners
Minnesota
$37.7K +$138 +4 +0.4%
PA
285
PSI Advisors
Florida
$37.1K +$103 +3 +0.3%
CFGS
286
Concourse Financial Group Securities
Alabama
$36.7K -$729 -21 -2%
API
287
Asset Planning Inc
California
$36.1K +$36.1K +1,050 New
William Blair & Company
288
William Blair & Company
Illinois
$35.5K
MTIC
289
Missouri Trust & Investment Company
Missouri
$33.5K
KBFS
290
Kohmann Bosshard Financial Services
Ohio
$32.7K +$32.7K +953 New
LFG
291
Larson Financial Group
Missouri
$30.7K -$8.31K -242 -21%
GRP
292
Global Retirement Partners
California
$30.3K -$6.42K -187 -17%
HIW
293
Holos Integrated Wealth
Pennsylvania
$27.8K +$27.8K +810 New
PB
294
Pinnacle Bancorp
Nebraska
$25.2K
SFG
295
Stonebridge Financial Group
Pennsylvania
$25K +$25K +727 New
Russell Investments Group
296
Russell Investments Group
United Kingdom
$23.7K
SWM
297
Spire Wealth Management
Virginia
$23.4K
UCB
298
United Community Bank
South Carolina
$22.7K
CPG
299
Cornerstone Planning Group
New Jersey
$19.8K +$175 +5 +0.9%
ADL
300
Asset Dedication LLC
California
$19.3K