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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 %
IWM
76
IHT Wealth Management
Illinois
$1.75M +$7.31K +256 +0.4%
HSA
77
HBK Sorce Advisory
Pennsylvania
$1.72M -$1.87M -65,305 -52%
Mariner
78
Mariner
Kansas
$1.71M +$945K +33,077 +124%
HighTower Advisors
79
HighTower Advisors
Illinois
$1.7M -$26.4K -923 -2%
JCM
80
Janney Capital Management
Pennsylvania
$1.69M -$13.1K -458 -0.8%
AIM
81
Aspen Investment Management
Michigan
$1.67M -$230K -8,066 -12%
PFM
82
Parsec Financial Management
North Carolina
$1.66M -$5.14K -180 -0.3%
IWA
83
Intercontinental Wealth Advisors
Texas
$1.66M +$29 +1 +0%
1WA
84
180 Wealth Advisors
Washington
$1.65M +$3.71K +130 +0.2%
AWM
85
Apollon Wealth Management
South Carolina
$1.64M +$10.1K +354 +0.6%
IWP
86
IAG Wealth Partners
Wisconsin
$1.56M -$99.7K -3,491 -6%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$1.5M +$1.5M +52,355 New
TA
88
TFG Advisers
Michigan
$1.47M +$9.45K +331 +0.6%
VC
89
Vicus Capital
Pennsylvania
$1.46M -$261K -9,145 -15%
IWA
90
Inspirion Wealth Advisors
Illinois
$1.42M -$12.6K -440 -0.9%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$1.37M -$116K -4,051 -8%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$1.32M +$304K +10,638 +30%
ONSWM
93
Old North State Wealth Management
North Carolina
$1.32M -$15K -524 -1%
CA
94
Cetera Advisors
Colorado
$1.32M -$694K -24,304 -35%
PAG
95
Powers Advisory Group
Illinois
$1.3M +$79.8K +2,795 +7%
PAG
96
Private Advisor Group
New Jersey
$1.28M -$24.2K -849 -2%
FNB
97
Farmers National Bank
Kentucky
$1.23M +$50.2K +1,758 +4%
CFA
98
Cahill Financial Advisors
Minnesota
$1.2M +$69.9K +2,447 +6%
BPA
99
Beacon Pointe Advisors
California
$1.19M -$29.8K -1,045 -2%
SG
100
Sharper & Granite
California
$1.16M -$40K -1,400 -3%