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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $680M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+25
Holders Change %
+10.42%
% of All Funds
4.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
50
Increased
68
Reduced
105
Closed
18
Calls
$982K
Puts
–
Net Calls
+$982K
Net Calls Change
+$982K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.18M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.73M
3
JFA
JNBA Financial Advisors
Minnesota
+$3.91M
4
PPW
Pasadena Private Wealth
California
+$3.38M
5
FTUS
Flow Traders U.S.
New York
+$1.42M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$9.94M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.01M
3
FMLI
Fukoku Mutual Life Insurance
Japan
-$6.32M
4
Wells Fargo
Wells Fargo
California
-$4.93M
5
OCG
Opus Capital Group
Ohio
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.93M -$57.1K -2,145 -1%
SL
27
Salomon & Ludwin
Virginia
$4.76M -$567K -21,319 -11%
HA
28
HC Advisors
Georgia
$4.41M +$869K +32,660 +25%
FTUS
29
Flow Traders U.S.
New York
$4.4M +$1.42M +53,391 +48%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$4.12M +$250K +9,388 +6%
SEIA
31
Signature Estate & Investment Advisors
California
$4.03M -$352K -13,221 -8%
RIA
32
RPG Investment Advisory
California
$3.94M -$19.4K -730 -0.5%
PFM
33
Parsec Financial Management
North Carolina
$3.83M -$524K -19,692 -12%
B
34
Brightworth
Georgia
$3.83M +$612K +23,005 +19%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$3.81M -$585K -21,991 -13%
PPW
36
Parcion Private Wealth
Washington
$3.73M – – –
FCI
37
Financial Counselors Inc
Kansas
$3.66M +$380K +14,280 +12%
EAM
38
Evanson Asset Management
California
$3.53M +$7.71K +290 +0.2%
PPW
39
Pasadena Private Wealth
California
$3.38M +$3.38M +127,167 New
FPIS
40
Financial Planning & Information Services
Wisconsin
$3.36M -$79.6K -2,994 -2%
IA
41
IFP Advisors
Florida
$3.32M -$635K -23,860 -16%
PP
42
Palladium Partners
Virginia
$3.23M -$654K -24,595 -17%
BWM
43
BCS Wealth Management
Tennessee
$3.22M -$10.3K -389 -0.3%
OCG
44
Opus Capital Group
Ohio
$3.17M -$4.15M -156,003 -57%
PPP
45
Private Portfolio Partners
New Jersey
$3.14M -$53.1K -1,998 -2%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.77M -$704K -26,453 -20%
BCI
47
Brinker Capital Investments
Pennsylvania
$2.74M -$945K -35,529 -26%
TRCT
48
Tower Research Capital (TRC)
New York
$2.72M -$918K -34,514 -25%
HSA
49
HBK Sorce Advisory
Pennsylvania
$2.69M -$130K -4,884 -5%
CRC
50
Curi RMB Capital
Illinois
$2.61M +$91.1K +3,424 +4%
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