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WisdomTree US SmallCap Dividend Fund

274 hedge funds and large institutions have $795M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+9
Holders Change %
+3.4%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
75
Reduced
112
Closed
28
Calls
$710K
Puts
Net Calls
+$710K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
26
Beacon Financial Group
Texas
$5.12M
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$4.89M +$65K +2,086 +1%
B
28
Brightworth
Georgia
$4.87M +$387K +12,437 +9%
PPW
29
Parcion Private Wealth
Washington
$4.36M
SEIA
30
Signature Estate & Investment Advisors
California
$4.23M -$491K -15,768 -10%
PPW
31
Pasadena Private Wealth
California
$4.07M +$109K +3,499 +3%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$4.07M -$395K -12,675 -9%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$4.03M -$1.74M -55,736 -30%
EAM
34
Evanson Asset Management
California
$4M -$136K -4,356 -3%
BWM
35
BCS Wealth Management
Tennessee
$3.77M +$810 +26 +0%
PPP
36
Private Portfolio Partners
New Jersey
$3.71M +$30.6K +983 +0.8%
PFM
37
Parsec Financial Management
North Carolina
$3.68M -$800K -25,673 -18%
PP
38
Palladium Partners
Virginia
$3.67M -$108K -3,480 -3%
SFS
39
Sowell Financial Services
Arkansas
$3.59M +$3.42M +103,847 +2,084%
FPIS
40
Financial Planning & Information Services
Wisconsin
$3.52M -$407K -13,049 -10%
KFI
41
Key Financial Inc
Pennsylvania
$3.47M +$586K +18,813 +20%
RIA
42
RPG Investment Advisory
California
$3.32M -$1.29M -41,451 -28%
FCI
43
Financial Counselors Inc
Kansas
$3.07M -$1.21M -38,863 -28%
CRC
44
Curi RMB Capital
Illinois
$3.05M -$6.54K -210 -0.2%
HSA
45
HBK Sorce Advisory
Pennsylvania
$3.04M -$104K -3,323 -3%
TCWA
46
Ten Capital Wealth Advisors
Washington
$2.87M +$1.32M +42,236 +85%
EWM
47
Empirical Wealth Management
Washington
$2.8M +$158K +5,072 +6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.73M -$506K -16,244 -16%
CAL
49
Capital Analysts LLC
Pennsylvania
$2.65M -$178K -5,700 -6%
Stifel Financial
50
Stifel Financial
Missouri
$2.6M +$483K +15,527 +23%