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WisdomTree US SmallCap Dividend Fund

240 hedge funds and large institutions have $553M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 108 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
61
Reduced
108
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$556K +$26.1K +1,238 +5%
CAN
102
Cetera Advisor Networks
California
$542K -$48.2K -2,283 -8%
PAS
103
Park Avenue Securities
New York
$532K -$34.2K -1,623 -6%
HA
104
Harborview Advisors
Maine
$526K +$4.04K +192 +0.8%
GFS
105
GYL Financial Synergies
Connecticut
$520K -$82.3K -3,907 -14%
TNBTD
106
Trustmark National Bank Trust Department
Mississippi
$497K -$1.05K -50 -0.2%
Invesco
107
Invesco
Georgia
$487K -$47.3K -2,246 -9%
OC
108
Oppenheimer & Co
New York
$477K -$4.17K -198 -0.9%
WKWM
109
Walter & Keenan Wealth Management
Indiana
$472K
WIA
110
Wealthstreet Investment Advisors
Texas
$451K +$56K +2,656 +14%
CPIG
111
Chicago Partners Investment Group
Illinois
$442K -$554K -24,459 -56%
HIS
112
Harvest Investment Services
Illinois
$438K -$41.8K -1,982 -9%
HHGA
113
Halbert Hargrove Global Advisors
California
$435K
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$423K -$287K -13,520 -40%
EWA
115
EP Wealth Advisors
California
$421K +$421K +19,957 New
RCAG
116
Rehmann Capital Advisory Group
Michigan
$405K -$2.42K -115 -0.6%
AA
117
AlphaMark Advisors
Kentucky
$400K
APW
118
Austin Private Wealth
Texas
$394K -$303K -14,358 -43%
OIA
119
OneDigital Investment Advisors
Kansas
$392K +$6.95K +330 +2%
FIM
120
Freedom Investment Management
Connecticut
$379K -$69.4K -3,288 -15%
BCMO
121
Buckingham Capital Management (Ohio)
Ohio
$376K -$65.1K -3,085 -15%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$376K +$48.9K +2,325 +15%
Truist Financial
123
Truist Financial
North Carolina
$374K +$94.9K +4,511 +34%
FFA
124
Fragasso Financial Advisors
Pennsylvania
$369K -$22.9K -1,086 -6%
PT
125
Plimoth Trust
Massachusetts
$368K -$5.93K -281 -2%