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WisdomTree US SmallCap Dividend Fund

319 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$1.71M -$95.7K -2,776 -5%
NB
77
NBT Bank
New York
$1.7M -$148K -4,291 -8%
PAG
78
Powers Advisory Group
Illinois
$1.68M +$11.8K +343 +0.7%
GIA
79
Gladstone Institutional Advisory
Florida
$1.65M -$374K -10,837 -18%
SPIA
80
Steward Partners Investment Advisory
New York
$1.6M +$378K +10,973 +31%
TA
81
TFG Advisers
Michigan
$1.58M -$1.35K -39 -0.1%
SHFA
82
SC&H Financial Advisors
Maryland
$1.58M +$3.93K +114 +0.3%
NA
83
NewEdge Advisors
Louisiana
$1.57M -$1.19M -34,546 -43%
IWP
84
IAG Wealth Partners
Wisconsin
$1.56M -$13.9K -402 -0.9%
FAP
85
Financial Advisory Partners
Florida
$1.53M +$70K +2,029 +5%
IWA
86
Inspirion Wealth Advisors
Illinois
$1.52M -$65.5K -1,898 -4%
PRI
87
Prepared Retirement Institute
Pennsylvania
$1.51M -$50.3K -1,458 -3%
ONSWM
88
Old North State Wealth Management
North Carolina
$1.49M -$157K -4,548 -9%
OPS
89
Orion Portfolio Solutions
Nebraska
$1.48M -$172K -4,992 -10%
BCI
90
Brinker Capital Investments
Pennsylvania
$1.48M -$172K -4,992 -10%
PAG
91
Private Advisor Group
New Jersey
$1.46M -$447K -12,946 -23%
FPIS
92
Financial Planning & Information Services
Wisconsin
$1.42M -$373K -10,804 -21%
PTP
93
Platform Technology Partners
New York
$1.37M
UAG
94
United Advisor Group
Ohio
$1.35M +$21K +608 +2%
MBT
95
Montecito Bank & Trust
California
$1.32M +$113K +3,283 +9%
HHGA
96
Halbert Hargrove Global Advisors
California
$1.25M +$4.07K +118 +0.3%
WB
97
WesBanco Bank
West Virginia
$1.25M +$93.5K +2,712 +8%
HIA
98
Harbor Investment Advisory
Maryland
$1.22M +$176K +5,105 +17%
HSA
99
HBK Sorce Advisory
Pennsylvania
$1.22M -$58.2K -1,688 -5%
WW
100
Waterfront Wealth
Kansas
$1.19M