DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

276 hedge funds and large institutions have $767M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
87
Reduced
101
Closed
19
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
+$79K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$4.12M
2
BWM
BCS Wealth Management
Tennessee
+$3.72M
3
Creative Planning
Creative Planning
Kansas
+$2.77M
4
GIA
Gladstone Institutional Advisory
Florida
+$1.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.24M
2
SFS
Sowell Financial Services
Arkansas
-$3.68M
3
JFA
JNBA Financial Advisors
Minnesota
-$2.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
5
WAM
WealthTrust Asset Management
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
51
Truepoint Inc
Ohio
$2.5M – – –
Stifel Financial
52
Stifel Financial
Missouri
$2.43M -$195K -6,314 -7%
VC
53
Vestor Capital
Illinois
$2.31M +$54.9K +1,780 +2%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$2.15M -$132K -4,297 -6%
PFM
55
Parsec Financial Management
North Carolina
$2.13M -$1.47M -43,659 -41%
JCM
56
Janney Capital Management
Pennsylvania
$2.06M -$24.7K -801 -1%
IWP
57
IAG Wealth Partners
Wisconsin
$2.03M -$36.1K -1,170 -2%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$1.99M +$715K +23,197 +56%
IWA
59
Intercontinental Wealth Advisors
Texas
$1.83M +$62 +2 +0%
CA
60
Cetera Advisors
Colorado
$1.83M +$184K +5,959 +11%
CCP
61
Cardan Capital Partners
Colorado
$1.81M -$118K -3,836 -6%
CWM
62
Connecticut Wealth Management
Connecticut
$1.8M -$356K -11,557 -17%
PWAC
63
Private Wealth Advisors (California)
California
$1.8M -$9.36K -292 -0.5%
BCI
64
Brinker Capital Investments
Pennsylvania
$1.79M +$20.9K +679 +1%
IA
65
IFP Advisors
Florida
$1.78M -$12.8K -413 -0.7%
1WA
66
180 Wealth Advisors
Washington
$1.72M +$24.3K +764 +1%
AIM
67
Aspen Investment Management
Michigan
$1.7M – – –
CAL
68
Capital Analysts LLC
Pennsylvania
$1.67M -$853K -27,659 -34%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.61M -$56K -1,821 -3%
IWA
70
Inspirion Wealth Advisors
Illinois
$1.6M -$40K -1,299 -2%
GIA
71
Gladstone Institutional Advisory
Florida
$1.6M +$1.6M +51,755 New
PA
72
Pinnacle Associates
New York
$1.51M -$66.3K -2,150 -4%
SS
73
Sunbelt Securities
Texas
$1.51M – – –
TA
74
TFG Advisers
Michigan
$1.44M +$13.3K +431 +0.9%
IWM
75
IHT Wealth Management
Illinois
$1.42M -$95.9K -3,112 -6%
1 2
3
4 5