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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 %
PA
76
Pinnacle Associates
New York
$1.4M -$131K -4,935 -9%
SS
77
Sunbelt Securities
Texas
$1.35M -$518K -19,454 -28%
APCM
78
Alaska Permanent Capital Management
Alaska
$1.34M +$6.09K +229 +0.5%
TCWA
79
Ten Capital Wealth Advisors
Washington
$1.33M +$1.33M +49,969 New
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$1.32M -$1.26M -47,252 -49%
TA
81
TFG Advisers
Michigan
$1.32M -$63.7K -2,393 -5%
PWAC
82
Private Wealth Advisors (California)
California
$1.15M +$1.15M +40,908 New
PWMAG
83
Pinnacle Wealth Management Advisory Group
New Jersey
$1.15M -$131K -4,935 -10%
TNB
84
TCF National Bank
South Dakota
$1.12M -$128K -4,805 -10%
VC
85
Vicus Capital
Pennsylvania
$1.1M -$19.1K -718 -2%
PTP
86
Platform Technology Partners
New York
$1.09M – – –
MML Investors Services
87
MML Investors Services
Massachusetts
$1M -$40.7K -1,529 -4%
FFA
88
Freedman Financial Associates
Massachusetts
$981K +$981K +36,865 New
CCA
89
Clearwater Capital Advisors
Illinois
$952K -$2.39K -90 -0.3%
BPA
90
Beacon Pointe Advisors
California
$948K -$210K -7,889 -18%
HHGA
91
Halbert Hargrove Global Advisors
California
$882K +$334K +12,545 +61%
CA
92
Cetera Advisors
Colorado
$877K -$201K -7,554 -19%
MPW
93
Monterey Private Wealth
California
$834K -$223K -8,373 -21%
GW
94
GW & Wade
Massachusetts
$831K -$213K -8,008 -20%
DWM
95
Dakota Wealth Management
Florida
$813K -$32.7K -1,230 -4%
WSTAM
96
Wilbanks Smith & Thomas Asset Management
Virginia
$782K -$23.3K -875 -3%
WW
97
Waterfront Wealth
Kansas
$765K +$765K +28,755 New
JWCA
98
J.W. Cole Advisors
Florida
$764K +$764K +28,731 New
ST
99
Spinnaker Trust
Maine
$754K -$13.7K -516 -2%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$747K +$217K +8,139 +41%
2 3
4
5 6