DES icon

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 %
OC
76
Oppenheimer & Co
New York
$588K +$153K +6,390 +35%
CWM
77
Concert Wealth Management
California
$567K +$3.49K +147 +0.6%
1GA
78
1st Global Advisors
Texas
$562K -$5.37K -225 -0.9%
ICOA
79
Investment Centers of America
North Dakota
$533K +$14.4K +603 +3%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$518K +$262K +10,956 +102%
WP
81
WealthSource Partners
California
$513K +$172K +7,200 +50%
EWM
82
Empirical Wealth Management
Washington
$495K +$54.8K +2,295 +12%
FAAS
83
First Allied Advisory Services
California
$472K -$41.7K -1,743 -8%
GWM
84
Geneos Wealth Management
Colorado
$462K +$29.2K +1,218 +7%
ONB
85
Old National Bancorp
Indiana
$460K -$19.6K -819 -4%
HHGA
86
Halbert Hargrove Global Advisors
California
$457K
PLFAM
87
Pineno Levin & Ford Asset Management
Virginia
$447K +$358 +15 +0.1%
RCAG
88
Rehmann Capital Advisory Group
Michigan
$432K +$1.51K +63 +0.3%
TW
89
Transform Wealth
Colorado
$427K +$427K +17,865 New
BF
90
BOK Financial
Oklahoma
$418K
OC
91
Oarsman Capital
Wisconsin
$396K +$1.93K +81 +0.5%
SAM
92
SignalPoint Asset Management
Missouri
$393K -$36.4K -1,521 -8%
IFS
93
Ifrah Financial Services
Arkansas
$375K +$375K +15,681 New
SCA
94
Stillwater Capital Advisors
Pennsylvania
$364K +$15K +630 +4%
CCM
95
Colorado Capital Management
Colorado
$361K
TCOV
96
Trust Company of Vermont
Vermont
$352K -$29.7K -1,245 -8%
LIA
97
LBMC Investment Advisors
Tennessee
$350K +$9.32K +390 +3%
IA
98
IFP Advisors
Florida
$344K -$4.22M -176,670 -92%
SI
99
SII Investments
Wisconsin
$313K +$313K +13,098 New
OC
100
Oakworth Capital
Alabama
$303K