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WisdomTree US SmallCap Dividend Fund

226 hedge funds and large institutions have $774M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+37
Holders Change %
+19.58%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
54
Increased
80
Reduced
56
Closed
14
Calls
$1.03M
Puts
$581K
Net Calls
+$447K
Net Calls Change
-$990K
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$6.98M -$114K -3,925 -2%
BFG
27
Beacon Financial Group
Texas
$6.93M +$97.7K +3,362 +1%
EAM
28
Evanson Asset Management
California
$6.71M -$69.5K -2,392 -1%
CRC
29
Curi RMB Capital
Illinois
$6.58M +$6.58M +226,420 New
CW
30
Cobiz Wealth
Colorado
$6.55M +$366K +12,590 +6%
CCA
31
Clearwater Capital Advisors
Illinois
$5.93M +$129K +4,452 +2%
RIA
32
RPG Investment Advisory
California
$5.13M -$48.8K -1,680 -0.9%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.85M +$123K +4,241 +3%
SHA
34
Seneca House Advisors
Virginia
$4.66M +$4.66M +160,255 New
JCM
35
Janney Capital Management
Pennsylvania
$4.36M -$32.8K -1,129 -0.7%
SEIA
36
Signature Estate & Investment Advisors
California
$4.33M -$108K -3,732 -2%
HSA
37
HBK Sorce Advisory
Pennsylvania
$4.27M +$4.27M +147,110 New
LPT
38
Legacy Private Trust
Wisconsin
$4.22M +$990K +34,070 +31%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$4.02M -$485K -16,681 -11%
FF
40
Fluent Financial
Texas
$3.96M +$3.96M +136,223 New
CWM
41
Capital Wealth Management
Rhode Island
$3.9M +$3.9M +134,345 New
IWA
42
Inspirion Wealth Advisors
Illinois
$3.52M -$11.4K -393 -0.3%
SB
43
Simmons Bank
Arkansas
$3.5M +$20.1K +693 +0.6%
CAL
44
Capital Analysts LLC
Pennsylvania
$3.28M +$103K +3,536 +3%
FCI
45
Financial Counselors Inc
Kansas
$3.21M +$121K +4,177 +4%
SAM
46
Smithbridge Asset Management
Pennsylvania
$3.1M +$323K +11,115 +12%
AG
47
Advisor Group
Arizona
$3.03M -$7.87K -271 -0.3%
PT
48
Plimoth Trust
Massachusetts
$2.71M +$2.71M +93,172 New
RW
49
Rand Wealth
Maryland
$2.57M -$99.3K -3,419 -4%
GW
50
GW & Wade
Massachusetts
$2.27M +$450K +15,497 +25%