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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 %
KFI
51
Key Financial Inc
Pennsylvania
$2.46M +$355K +13,330 +17%
BFPW
52
BOK Financial Private Wealth
Colorado
$2.44M -$774K -29,106 -24%
CAL
53
Capital Analysts LLC
Pennsylvania
$2.42M -$95.9K -3,605 -4%
SWM
54
SVA Wealth Management
Wisconsin
$2.35M -$221K -8,303 -9%
EWM
55
Empirical Wealth Management
Washington
$2.25M -$48K -1,805 -2%
CWM
56
Connecticut Wealth Management
Connecticut
$2.19M -$795K -29,899 -27%
VC
57
Vestor Capital
Illinois
$2.16M +$70.8K +2,660 +3%
TI
58
Truepoint Inc
Ohio
$2.16M – – –
GEA
59
Glen Eagle Advisors
New Jersey
$2.08M +$95.9K +3,606 +5%
BFG
60
Berger Financial Group
Minnesota
$2.04M +$2.04M +76,664 New
JCM
61
Janney Capital Management
Pennsylvania
$2.02M -$153K -5,741 -7%
HFA
62
HC Financial Advisors
California
$1.94M -$183K -6,888 -9%
VA
63
Valmark Advisers
Ohio
$1.87M +$73.3K +2,755 +4%
Stifel Financial
64
Stifel Financial
Missouri
$1.81M +$194K +7,285 +12%
IWP
65
IAG Wealth Partners
Wisconsin
$1.8M +$121K +4,534 +7%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$1.79M -$161K -6,049 -8%
PAG
67
Private Advisor Group
New Jersey
$1.67M +$625K +23,483 +60%
IWA
68
Intercontinental Wealth Advisors
Texas
$1.64M -$13.2K -497 -0.8%
SWP
69
Stratos Wealth Partners
Ohio
$1.55M +$102K +3,816 +7%
1WA
70
180 Wealth Advisors
Washington
$1.51M +$13.9K +493 +0.9%
CTFG
71
Capstone Triton Financial Group
Oklahoma
$1.5M +$1.5M +56,354 New
AIM
72
Aspen Investment Management
Michigan
$1.47M +$76.5K +2,875 +6%
FLI
73
Family Legacy Inc
South Carolina
$1.44M +$19.4K +728 +1%
IWM
74
IHT Wealth Management
Illinois
$1.43M +$37K +1,393 +3%
IWA
75
Inspirion Wealth Advisors
Illinois
$1.42M -$59.3K -2,230 -4%
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