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WisdomTree US SmallCap Dividend Fund

292 hedge funds and large institutions have $867M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+46
Holders Change %
+18.7%
% of All Funds
5.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
59
Increased
97
Reduced
84
Closed
9
Calls
$525K
Puts
$206K
Net Calls
+$319K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$1.91M +$1.91M +66,585 New
SWP
77
Stratos Wealth Partners
Ohio
$1.8M +$12.8K +446 +0.7%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$1.76M +$37.3K +1,299 +2%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$1.74M +$155K +5,389 +10%
CPIG
80
Chicago Partners Investment Group
Illinois
$1.69M +$50.9K +1,762 +3%
NB
81
NBT Bank
New York
$1.68M +$25K +873 +2%
TA
82
TFG Advisers
Michigan
$1.64M +$86K +3,001 +6%
VA
83
Valmark Advisers
Ohio
$1.63M -$78.8K -2,748 -5%
BPA
84
Beacon Pointe Advisors
California
$1.52M +$135K +4,687 +10%
AIM
85
Aspen Investment Management
Michigan
$1.52M
OIA
86
Optimum Investment Advisors
Illinois
$1.51M -$63.7K -2,219 -4%
CONA
87
Capital One National Association
New York
$1.47M +$1.47M +51,304 New
MPW
88
Monterey Private Wealth
California
$1.42M +$1.42M +49,586 New
XF
89
XML Financial
Maryland
$1.4M +$1.4M +48,908 New
JFA
90
JNBA Financial Advisors
Minnesota
$1.37M +$472K +16,467 +52%
Truist Financial
91
Truist Financial
North Carolina
$1.37M +$1.37M +47,675 New
NA
92
NewEdge Advisors
Louisiana
$1.34M -$222K -7,728 -14%
KFI
93
Key Financial Inc
Pennsylvania
$1.34M +$1.34M +46,594 New
WSTAM
94
Wilbanks Smith & Thomas Asset Management
Virginia
$1.32M -$121K -4,232 -8%
ATPW
95
Ashton Thomas Private Wealth
Arizona
$1.29M +$1.29M +45,036 New
LPT
96
Legacy Private Trust
Wisconsin
$1.29M -$224K -7,824 -15%
TNB
97
TCF National Bank
South Dakota
$1.28M +$172K +5,995 +16%
FLI
98
Family Legacy Inc
South Carolina
$1.24M +$21.3K +753 +2%
GFS
99
GYL Financial Synergies
Connecticut
$1.24M +$7.17K +250 +0.6%
PT
100
Plimoth Trust
Massachusetts
$1.23M -$744K -25,937 -38%