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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 %
FTUS
51
Flow Traders U.S.
New York
$2.36M +$1.96M +93,149 +496%
HSA
52
HBK Sorce Advisory
Pennsylvania
$2.23M -$157K -7,426 -7%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.04M +$573K +27,175 +39%
SWM
54
SVA Wealth Management
Wisconsin
$2.04M -$30.3K -1,439 -1%
CRC
55
Curi RMB Capital
Illinois
$2M -$325K -15,441 -14%
CAL
56
Capital Analysts LLC
Pennsylvania
$1.99M -$110K -5,225 -5%
EWM
57
Empirical Wealth Management
Washington
$1.82M +$14.9K +708 +0.8%
JCM
58
Janney Capital Management
Pennsylvania
$1.72M -$177K -8,406 -9%
TI
59
Truepoint Inc
Ohio
$1.71M +$21.1K +1,000 +1%
HFA
60
HC Financial Advisors
California
$1.68M -$416K -19,747 -20%
KFI
61
Key Financial Inc
Pennsylvania
$1.67M +$194K +9,197 +13%
VC
62
Vestor Capital
Illinois
$1.65M +$1.65M +78,396 New
GEA
63
Glen Eagle Advisors
New Jersey
$1.57M +$17.1K +809 +1%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$1.55M -$179K -8,511 -10%
SS
65
Sunbelt Securities
Texas
$1.48M – – –
VA
66
Valmark Advisers
Ohio
$1.42M +$76.3K +3,619 +6%
IWP
67
IAG Wealth Partners
Wisconsin
$1.33M +$226K +10,728 +21%
IWA
68
Intercontinental Wealth Advisors
Texas
$1.31M -$19.6K -929 -1%
Stifel Financial
69
Stifel Financial
Missouri
$1.28M -$130K -6,157 -9%
CFG
70
Capstone Financial Group
Oklahoma
$1.25M -$115K -5,212 -8%
PA
71
Pinnacle Associates
New York
$1.22M -$332K -15,760 -21%
1WA
72
180 Wealth Advisors
Washington
$1.2M +$1.2M +52,974 New
JWBC
73
John W. Brooker & Co
California
$1.18M -$819K -38,881 -41%
IWA
74
Inspirion Wealth Advisors
Illinois
$1.17M -$1.25M -59,358 -52%
SWP
75
Stratos Wealth Partners
Ohio
$1.15M -$4.15K -197 -0.4%
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