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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 %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$727K +$727K +27,337 New
AAS
102
Avantax Advisory Services
Texas
$693K -$3.03M -113,657 -81%
PAS
103
Park Avenue Securities
New York
$652K -$19.7K -740 -3%
HA
104
Harborview Advisors
Maine
$644K -$20.2K -761 -3%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$639K -$62.5K -2,348 -9%
OC
106
Oppenheimer & Co
New York
$598K -$3.99K -150 -0.7%
NB
107
NBT Bank
New York
$578K -$153K -5,749 -21%
WIA
108
Wealthstreet Investment Advisors
Texas
$567K -$2.1K -79 -0.4%
SPC
109
Sigma Planning Corp
Michigan
$563K +$119K +4,469 +27%
CPIG
110
Chicago Partners Investment Group
Illinois
$562K +$10.2K +360 +2%
CAN
111
Cetera Advisor Networks
California
$559K -$125K -4,697 -18%
Invesco
112
Invesco
Georgia
$557K -$57.4K -2,160 -9%
TNBTD
113
Trustmark National Bank Trust Department
Mississippi
$526K -$101K -3,789 -16%
PWP
114
Principle Wealth Partners
Connecticut
$522K +$522K +19,629 New
CF
115
Centaurus Financial
California
$519K +$519K +19,515 New
BCMO
116
Buckingham Capital Management (Ohio)
Ohio
$512K +$38.1K +1,434 +8%
RCAG
117
Rehmann Capital Advisory Group
Michigan
$512K – – –
EWA
118
EP Wealth Advisors
California
$500K -$30.5K -1,148 -6%
GFS
119
GYL Financial Synergies
Connecticut
$492K -$164K -6,180 -25%
RFC
120
Regions Financial Corp
Alabama
$484K +$484K +18,190 New
HPCM
121
Hunter Perkins Capital Management
Illinois
$479K +$479K +18,000 New
AA
122
AlphaMark Advisors
Kentucky
$472K -$33.2K -1,250 -7%
PT
123
Plimoth Trust
Massachusetts
$471K +$7.02K +264 +2%
APA
124
American Portfolios Advisors
New York
$469K +$10.1K +380 +2%
SPIA
125
Steward Partners Investment Advisory
New York
$460K +$16K +600 +4%
3 4
5
6 7