DES icon

WisdomTree US SmallCap Dividend Fund

118 hedge funds and large institutions have $348M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
13
Increased
46
Reduced
33
Closed
8
Calls
$5.3M
Puts
$3.05M
Net Calls
+$2.25M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Shares
Change %
ONB
51
Old National Bancorp
Indiana
$914K +$237K +10,947 +35%
SF
52
Synovus Financial
Georgia
$857K +$136K +6,258 +19%
CA
53
Cetera Advisors
Colorado
$830K +$71.6K +3,312 +9%
MWP
54
Moller Wealth Partners
$818K
AIG
55
American International Group
New York
$783K -$42K -1,938 -5%
B
56
Baird
Wisconsin
$774K -$2.87M -132,630 -79%
RJA
57
Raymond James & Associates
Florida
$773K -$347K -16,026 -31%
Jane Street
58
Jane Street
New York
$722K -$5.29M -244,401 -88%
VKH
59
Virtu KCG Holdings
New York
$708K +$708K +32,709 New
Deutsche Bank
60
Deutsche Bank
Germany
$706K -$120K -5,550 -15%
BF
61
BOK Financial
Oklahoma
$672K -$48.1K -2,220 -7%
HCM
62
Hengehold Capital Management
Ohio
$664K -$12.7K -585 -2%
CASB
63
Cape Ann Savings Bank
Massachusetts
$621K
1GA
64
1st Global Advisors
Texas
$566K
PAG
65
Private Advisor Group
New Jersey
$565K +$53.2K +2,457 +10%
SCA
66
Stillwater Capital Advisors
Pennsylvania
$561K
V
67
Veritable
Delaware
$526K
MFS
68
MSI Financial Services
Massachusetts
$509K -$91.1K -4,209 -15%
MIH
69
Madison Investment Holdings
Wisconsin
$500K
CWM
70
Concert Wealth Management
California
$487K -$32.1K -1,500 -6%
KFP
71
Keystone Financial Planning
Ohio
$442K -$8.11K -375 -2%
FSC
72
Fiduciary Services Corp
Georgia
$421K +$22.5K +1,041 +6%
SC
73
Scotia Capital
Ontario, Canada
$418K
SB
74
Suntrust Banks
Georgia
$408K -$9.73K -450 -2%
EWM
75
Evermay Wealth Management
Virginia
$405K