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WisdomTree US SmallCap Dividend Fund

189 hedge funds and large institutions have $724M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-6
Holders Change %
-3.08%
% of All Funds
4.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
18
Increased
70
Reduced
64
Closed
19
Calls
$1.84M
Puts
$403K
Net Calls
+$1.44M
Net Calls Change
+$877K
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$6.84M +$449K +16,023 +7%
RJA
27
Raymond James & Associates
Florida
$6.81M -$6.07M -216,768 -47%
BFG
28
Beacon Financial Group
Texas
$6.59M -$62.8K -2,241 -0.9%
EAM
29
Evanson Asset Management
California
$6.54M -$388K -13,854 -6%
CAI
30
Capital Advisors Inc
Oklahoma
$6.05M -$342K -12,219 -5%
CW
31
Cobiz Wealth
Colorado
$5.96M +$241K +8,619 +4%
CCA
32
Clearwater Capital Advisors
Illinois
$5.64M +$689K +24,411 +14%
M&T Bank
33
M&T Bank
New York
$5.13M +$5.13M +183,195 New
RIA
34
RPG Investment Advisory
California
$4.99M -$48.7K -1,737 -1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$4.55M +$210K +7,503 +5%
TSS
36
Two Sigma Securities
New York
$4.5M +$4.5M +160,572 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$4.35M -$787K -28,080 -15%
TA
38
TMD & Associates
Arizona
$4.32M +$24.5K +873 +0.6%
SEIA
39
Signature Estate & Investment Advisors
California
$4.28M +$85.7K +3,060 +2%
JCM
40
Janney Capital Management
Pennsylvania
$4.24M -$3.67M -131,007 -46%
IWA
41
Inspirion Wealth Advisors
Illinois
$3.41M -$13.5K -483 -0.4%
SB
42
Simmons Bank
Arkansas
$3.35M -$108K -3,852 -3%
LPT
43
Legacy Private Trust
Wisconsin
$3.12M -$1.67M -59,775 -35%
CAL
44
Capital Analysts LLC
Pennsylvania
$3.06M +$159K +5,670 +5%
FCI
45
Financial Counselors Inc
Kansas
$2.97M +$489K +17,475 +20%
AG
46
Advisor Group
Arizona
$2.93M +$50.5K +1,803 +2%
SAM
47
Smithbridge Asset Management
Pennsylvania
$2.68M +$2.21M +78,780 +466%
RW
48
Rand Wealth
Maryland
$2.58M -$11.9K -426 -0.5%
ICOA
49
Investment Centers of America
North Dakota
$2.34M +$196K +7,026 +9%
CTC
50
Central Trust Company
Missouri
$2.32M -$4.31M -153,894 -65%