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WisdomTree US SmallCap Dividend Fund

294 hedge funds and large institutions have $841M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
Holders Change %
0%
% of All Funds
4.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
105
Reduced
101
Closed
22
Calls
$271K
Puts
Net Calls
+$271K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3M -$302K -10,582 -9%
CAN
52
Cetera Advisor Networks
California
$2.98M +$31.1K +1,089 +1%
BCI
53
Brinker Capital Investments
Pennsylvania
$2.88M +$489K +17,118 +20%
OPS
54
Orion Portfolio Solutions
Nebraska
$2.88M +$2.45M +85,823 +566%
DWMG
55
DB Wealth Management Group
California
$2.8M +$29.2K +1,023 +1%
Citadel Advisors
56
Citadel Advisors
Florida
$2.76M +$2.76M +96,500 New
Cerity Partners
57
Cerity Partners
New York
$2.61M -$77.9K -2,864 -3%
FCI
58
Financial Counselors Inc
Kansas
$2.44M +$19.4K +680 +0.8%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$2.4M +$3.83K +134 +0.2%
AG
60
Ascent Group
Virginia
$2.35M -$77.9K -2,726 -3%
FRA
61
FFG Retirement Advisors
Colorado
$2.26M -$171K -5,987 -7%
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$2.21M +$247K +8,659 +13%
TCWA
63
Ten Capital Wealth Advisors
Washington
$2.11M -$227K -7,934 -10%
VC
64
Vestor Capital
Illinois
$2.06M -$57.3K -2,007 -3%
SYBT
65
Stock Yards Bank & Trust
Kentucky
$2.04M -$115K -4,026 -5%
AAS
66
Avantax Advisory Services
Texas
$2.01M +$127K +4,448 +7%
FAP
67
Financial Advisory Partners
Florida
$2.01M +$98.6K +3,454 +5%
WB
68
West Bancorporation
Iowa
$2M -$150K -5,254 -7%
AGA
69
Arkos Global Advisors
Texas
$1.91M +$774K +27,085 +68%
TI
70
Truepoint Inc
Ohio
$1.86M -$857K -30,000 -32%
FPIS
71
Financial Planning & Information Services
Wisconsin
$1.83M -$99.3K -3,478 -5%
CAL
72
Capital Analysts LLC
Pennsylvania
$1.81M +$96.4K +3,375 +6%
AIM
73
Alhambra Investment Management
Florida
$1.79M +$74.8K +2,619 +4%
SHFA
74
SC&H Financial Advisors
Maryland
$1.79M +$114 +4 +0%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$1.75M +$605K +21,187 +53%