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WisdomTree US SmallCap Dividend Fund

274 hedge funds and large institutions have $795M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+9
Holders Change %
+3.4%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
75
Reduced
112
Closed
28
Calls
$710K
Puts
Net Calls
+$710K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
101
Dakota Wealth Management
Florida
$887K -$65.3K -2,095 -7%
JWCA
102
J.W. Cole Advisors
Florida
$880K -$14.5K -466 -2%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$879K +$27K +867 +3%
WSTAM
104
Wilbanks Smith & Thomas Asset Management
Virginia
$855K -$60.8K -1,953 -7%
GDP
105
Great Diamond Partners
Maine
$854K +$854K +27,425 New
LPT
106
Legacy Private Trust
Wisconsin
$844K +$323K +10,372 +62%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$778K +$30.2K +970 +4%
PAS
108
Park Avenue Securities
New York
$757K -$6.01K -193 -0.8%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$744K +$247K +7,922 +50%
APA
110
American Portfolios Advisors
New York
$734K +$185K +5,929 +34%
CWM
111
Collaborative Wealth Management
Florida
$726K +$726K +22,780 New
FNB
112
Farmers National Bank
Kentucky
$707K +$224K +7,200 +46%
WIA
113
Wealthstreet Investment Advisors
Texas
$697K +$33.2K +1,067 +5%
MSA
114
Marino Stram & Associates
Massachusetts
$690K +$155K +4,982 +29%
CAN
115
Cetera Advisor Networks
California
$689K +$34.5K +1,106 +5%
PWP
116
Principle Wealth Partners
Connecticut
$686K +$74.8K +2,402 +12%
SPC
117
Sigma Planning Corp
Michigan
$682K +$22.6K +725 +3%
HA
118
Harborview Advisors
Maine
$681K -$73K -2,345 -10%
BCMO
119
Buckingham Capital Management (Ohio)
Ohio
$673K +$73.1K +2,348 +12%
TNBTD
120
Trustmark National Bank Trust Department
Mississippi
$659K +$43K +1,380 +7%
CPIG
121
Chicago Partners Investment Group
Illinois
$624K -$14.3K -444 -2%
NB
122
NBT Bank
New York
$606K -$70.2K -2,255 -10%
WA
123
Wambolt & Associates
Colorado
$593K +$251K +7,976 +74%
Invesco
124
Invesco
Georgia
$581K -$71.9K -2,307 -11%
SWP
125
Stratos Wealth Partners
Ohio
$579K -$1.24M -39,652 -68%