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
Top Buyers
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$3.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.04M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.89M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.5M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.5M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SAM
301
Silvercrest Asset Management
New York
| – | -$254K | -8,891 | Closed |
|
|
EFS
302
Essex Financial Services
Essex,
Connecticut
| – | -$232K | -8,118 | Closed |
|
|
CA
303
Claro Advisors
Boston,
Massachusetts
| – | -$215K | -7,535 | Closed |
|
|
TWA
304
TCI Wealth Advisors
Tucson,
Arizona
| – | -$106K | -3,701 | Closed |
|
|
AAS
305
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$77.4K | -2,720 | Closed |
|
|
CM
306
Cornerstone Management
Duluth,
Georgia
| – | -$48.8K | -1,710 | Closed |
|
|
VWM
307
Venturi Wealth Management
Austin,
Texas
| – | -$26.6K | -932 | Closed |
|
|
TRCT
308
Tower Research Capital (TRC)
New York
| – | -$6K | -206 | Closed |
|
309
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$5.71K | -200 | Closed |
|
|
GI
310
Gradient Investments
Arden Hills,
Minnesota
| – | -$5.63K | -197 | Closed |
|
|
BA
311
Bellwether Advisors
Lincoln,
Nebraska
| – | -$4.86K | -170 | Closed |
|
|
MWM
312
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$2.53K | -91 | Closed |
|
|
FGAM
313
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$236 | -29 | Closed |
|