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WisdomTree US SmallCap Dividend Fund

226 hedge funds and large institutions have $774M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+37
Holders Change %
+19.58%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
54
Increased
80
Reduced
56
Closed
14
Calls
$1.03M
Puts
$581K
Net Calls
+$447K
Net Calls Change
-$990K
Name Holding Trade Value Shares
Change
Shares
Change %
MBT
101
Montecito Bank & Trust
California
$614K
RCAG
102
Rehmann Capital Advisory Group
Michigan
$609K +$13.3K +457 +2%
APP
103
Avantax Planning Partners
Iowa
$603K +$36.4K +1,255 +6%
BF
104
BOK Financial
Oklahoma
$598K +$93.9K +3,231 +19%
BFPW
105
BOK Financial Private Wealth
Colorado
$592K
CASB
106
Cape Ann Savings Bank
Massachusetts
$584K +$584K +20,093 New
EWF
107
Epstein & White Financial
California
$567K +$567K +19,494 New
PAG
108
Private Advisor Group
New Jersey
$564K -$981K -33,625 -63%
GWM
109
Geneos Wealth Management
Colorado
$555K +$15K +517 +3%
CPIG
110
Chicago Partners Investment Group
Illinois
$541K +$78.8K +2,710 +17%
WP
111
WealthSource Partners
California
$539K +$243K +8,372 +82%
RJT
112
Raymond James Trust
Florida
$525K -$103K -3,540 -16%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$517K +$45.9K +1,580 +10%
SAM
114
SignalPoint Asset Management
Missouri
$503K +$2.21K +76 +0.4%
PWMAG
115
Pinnacle Wealth Management Advisory Group
New Jersey
$495K +$9.16K +315 +2%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$487K -$985K -33,915 -67%
PLFAM
117
Pineno Levin & Ford Asset Management
Virginia
$480K -$10K -345 -2%
Mariner
118
Mariner
Kansas
$478K -$17K -586 -3%
JFA
119
JNBA Financial Advisors
Minnesota
$476K +$7.87K +271 +2%
AT
120
Arden Trust
Delaware
$468K -$1.83K -63 -0.4%
CCM
121
Canal Capital Management
Virginia
$460K -$70K -2,410 -13%
CCM
122
Colorado Capital Management
Colorado
$445K -$15K -517 -3%
Goldman Sachs
123
Goldman Sachs
New York
$444K +$57.8K +1,992 +15%
FNBT
124
FineMark National Bank & Trust
Florida
$423K -$33.1K -1,137 -7%
FHA
125
Flagship Harbor Advisors
Massachusetts
$409K +$11.7K +400 +3%