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WisdomTree US SmallCap Dividend Fund

293 hedge funds and large institutions have $844M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
24
Increased
114
Reduced
98
Closed
22
Calls
$300K
Puts
Net Calls
+$300K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Shares
Change %
HHGA
101
Halbert Hargrove Global Advisors
California
$1.07M +$669 +21 +0.1%
MML Investors Services
102
MML Investors Services
Massachusetts
$1.05M -$137K -4,308 -12%
FNB
103
Farmers National Bank
Kentucky
$1.03M +$33K +1,034 +3%
RRA
104
Round Rock Advisors
Connecticut
$1.03M +$19.1K +600 +2%
AWS
105
Atria Wealth Solutions
New York
$1M +$1M +31,418 New
WA
106
Wambolt & Associates
Colorado
$993K +$16.9K +526 +2%
GW
107
GW & Wade
Massachusetts
$990K -$42K -1,318 -4%
WB
108
WesBanco Bank
West Virginia
$955K -$15.4K -483 -2%
ST
109
Spinnaker Trust
Maine
$900K +$64 +2 +0%
CCA
110
Clearwater Capital Advisors
Illinois
$884K -$27.4K -860 -3%
EH
111
Equitable Holdings
New York
$873K -$55K -1,727 -6%
SCA
112
Snowden Capital Advisors
New York
$815K +$729K +22,873 +843%
SS
113
Sunbelt Securities
Texas
$810K -$590K -18,367 -42%
APA
114
American Portfolios Advisors
New York
$791K +$33.2K +1,043 +4%
OCG
115
Opus Capital Group
Ohio
$762K +$762K +23,925 New
FCA
116
FinTrust Capital Advisors
South Carolina
$750K -$304K -9,546 -29%
CPIG
117
Chicago Partners Investment Group
Illinois
$743K +$9.56K +323 +1%
OC
118
Oppenheimer & Co
New York
$742K -$38.6K -1,211 -5%
BFPW
119
BOK Financial Private Wealth
Colorado
$735K -$12.8K -402 -2%
PAS
120
Park Avenue Securities
New York
$723K +$16.6K +520 +2%
BCMO
121
Buckingham Capital Management (Ohio)
Ohio
$717K +$25.1K +789 +4%
SPIA
122
Steward Partners Investment Advisory
New York
$713K +$17.5K +550 +3%
MSA
123
Marino Stram & Associates
Massachusetts
$708K -$88.2K -2,765 -11%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$702K -$58.3K -1,828 -8%
WP
125
WealthShield Partners
North Carolina
$677K -$599K -18,808 -47%