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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

240 hedge funds and large institutions have $553M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 108 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
61
Reduced
108
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$2.04M
2
FTUS
Flow Traders U.S.
New York
+$1.96M
3
Creative Planning
Creative Planning
Kansas
+$1.65M
4
1WA
180 Wealth Advisors
Washington
+$1.2M
5
BFG
Beacon Financial Group
Texas
+$1.15M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$4.2M
2
Morgan Stanley
Morgan Stanley
New York
-$4.01M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.76M
4
HNB
Huntington National Bank
Ohio
-$2.96M
5
Wells Fargo
Wells Fargo
California
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$3.95M -$2.4M -113,623 -38%
BFG
27
Beacon Financial Group
Texas
$3.83M +$1.15M +54,326 +43%
JFA
28
JNBA Financial Advisors
Minnesota
$3.78M +$50.6K +2,402 +1%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$3.49M -$3.76M -178,479 -52%
SEIA
30
Signature Estate & Investment Advisors
California
$3.47M -$141K -6,676 -4%
PFM
31
Parsec Financial Management
North Carolina
$3.45M -$642K -30,458 -16%
RIA
32
RPG Investment Advisory
California
$3.13M -$15.8K -750 -0.5%
IA
33
IFP Advisors
Florida
$3.13M -$432K -20,501 -12%
PP
34
Palladium Partners
Virginia
$3.08M -$226K -10,709 -7%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$3.07M +$223K +10,585 +8%
PPW
36
Parcion Private Wealth
Washington
$3.03M -$31.7K -1,466 -1%
AAS
37
Avantax Advisory Services
Texas
$2.94M +$2.04M +96,673 +225%
BCI
38
Brinker Capital Investments
Pennsylvania
$2.92M -$531K -25,194 -15%
TRCT
39
Tower Research Capital (TRC)
New York
$2.88M +$5.82K +276 +0.2%
HA
40
HC Advisors
Georgia
$2.81M +$182K +8,655 +7%
EAM
41
Evanson Asset Management
California
$2.79M -$158K -7,487 -5%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.75M -$1.97M -93,492 -42%
FPIS
43
Financial Planning & Information Services
Wisconsin
$2.72M +$121K +5,729 +5%
HNB
44
Huntington National Bank
Ohio
$2.71M -$2.96M – –
FCI
45
Financial Counselors Inc
Kansas
$2.6M +$284K +13,469 +12%
BWM
46
BCS Wealth Management
Tennessee
$2.56M -$293K -13,887 -10%
BFPW
47
BOK Financial Private Wealth
Colorado
$2.55M -$515K -24,451 -17%
B
48
Brightworth
Georgia
$2.55M +$741K +35,133 +41%
PPP
49
Private Portfolio Partners
New Jersey
$2.53M +$715K +33,940 +39%
CWM
50
Connecticut Wealth Management
Connecticut
$2.36M -$474K -22,465 -17%
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