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WisdomTree US SmallCap Dividend Fund

147 hedge funds and large institutions have $507M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.93%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
22
Increased
63
Reduced
42
Closed
16
Calls
$1.41M
Puts
$1.61M
Net Calls
-$207K
Net Calls Change
+$638K
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
51
Cardan Capital Partners
Colorado
$1.58M +$1.58M +65,949 New
BCI
52
Brinker Capital Investments
Pennsylvania
$1.52M +$197K +8,232 +15%
ST
53
Spinnaker Trust
Maine
$1.44M -$781K -32,673 -35%
WSTAM
54
Wilbanks Smith & Thomas Asset Management
Virginia
$1.39M -$28.7K -1,200 -2%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$1.38M +$167K +6,981 +14%
DWM
56
Dakota Wealth Management
Florida
$1.37M -$37.1K -1,554 -3%
AP
57
Advisors Preferred
Maryland
$1.33M +$1.33M +55,779 New
MFS
58
MSI Financial Services
Massachusetts
$1.26M +$60.6K +2,538 +5%
Ameriprise
59
Ameriprise
Minnesota
$1.22M -$89.6K -3,750 -7%
Stifel Financial
60
Stifel Financial
Missouri
$1.14M +$175K +7,299 +18%
VC
61
Vestor Capital
Illinois
$1.04M -$119K -4,965 -10%
ICAS
62
Investors Capital Advisory Services
Massachusetts
$1M +$33K +1,383 +3%
SFG
63
StrategIQ Financial Group
Indiana
$982K +$982K +41,103 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$884K +$537K +22,464 +154%
FFA
65
Fragasso Financial Advisors
Pennsylvania
$865K -$4.01K -168 -0.5%
HighTower Advisors
66
HighTower Advisors
Illinois
$814K -$24K -1,005 -3%
BFPW
67
BOK Financial Private Wealth
Colorado
$790K +$790K +33,060 New
PAG
68
Private Advisor Group
New Jersey
$789K +$55.5K +2,328 +8%
CASB
69
Cape Ann Savings Bank
Massachusetts
$785K -$11.8K -495 -1%
MWP
70
Moller Wealth Partners
$695K -$175K -7,320 -20%
VC
71
Vicus Capital
Pennsylvania
$684K -$56.3K -2,355 -8%
Invesco
72
Invesco
Georgia
$629K -$41.9K -1,755 -6%
FIM
73
Freedom Investment Management
Connecticut
$628K -$33.5K -1,404 -5%
VA
74
Valmark Advisers
Ohio
$627K +$321K +13,428 +105%
HFS
75
HL Financial Services
Kentucky
$626K -$28.3K -1,185 -4%