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WisdomTree US SmallCap Dividend Fund

292 hedge funds and large institutions have $867M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+46
Holders Change %
+18.7%
% of All Funds
5.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
59
Increased
97
Reduced
84
Closed
9
Calls
$525K
Puts
$206K
Net Calls
+$319K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Shares
Change %
FMLI
26
Fukoku Mutual Life Insurance
Japan
$8.6M
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$7.29M +$515K +17,942 +8%
SIA
28
Starfire Investment Advisers
Michigan
$7M -$108K -3,782 -2%
BFPW
29
BOK Financial Private Wealth
Colorado
$6.74M +$6.4M +223,032 +1,878%
CRC
30
Curi RMB Capital
Illinois
$6.28M -$188K -6,550 -3%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$5.74M +$982K +34,279 +21%
HNB
32
Huntington National Bank
Ohio
$5.61M -$5.47M
NEIRG
33
New England Investment & Retirement Group
Massachusetts
$4.99M +$36.7K +1,281 +0.7%
SEIA
34
Signature Estate & Investment Advisors
California
$4.85M +$64.9K +2,262 +1%
BCI
35
Brinker Capital Investments
Pennsylvania
$4.54M +$270K +9,403 +6%
RIA
36
RPG Investment Advisory
California
$4.41M -$22.9K -800 -0.5%
SWM
37
SVA Wealth Management
Wisconsin
$4.38M -$1.07M -37,225 -20%
IA
38
IFP Advisors
Florida
$4.31M -$36.7K -1,286 -0.8%
EAM
39
Evanson Asset Management
California
$4.24M +$16.5K +576 +0.4%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$4.14M -$29.9K -1,042 -0.7%
SB
41
Simmons Bank
Arkansas
$4.14M +$54.9K +1,914 +1%
SHA
42
Seneca House Advisors
Virginia
$4.06M -$480K -16,755 -11%
CA
43
Cetera Advisors
Colorado
$3.91M +$459K +16,018 +13%
BWM
44
BCS Wealth Management
Tennessee
$3.91M +$3.91M +136,192 New
AG
45
Advisor Group
Arizona
$3.78M -$180K -6,273 -5%
IWA
46
Inspirion Wealth Advisors
Illinois
$3.6M -$47.8K -1,665 -1%
BFG
47
Beacon Financial Group
Texas
$3.57M +$41.4K +1,444 +1%
HSA
48
HBK Sorce Advisory
Pennsylvania
$3.5M -$105K -3,672 -3%
FCI
49
Financial Counselors Inc
Kansas
$3.42M +$23.2K +810 +0.7%
Stifel Financial
50
Stifel Financial
Missouri
$3.21M +$453K +15,785 +16%