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WisdomTree US SmallCap Dividend Fund

332 hedge funds and large institutions have $1.01B invested in WisdomTree US SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

3% more funds holding

Funds holding: 321332 (+11)

1.77% more ownership

Funds ownership: 46.44%48.21% (+1.8%)

4% more capital invested

Capital invested by funds: $973M → $1.01B (+$36M)

1% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 107

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
4.37%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
43
Increased
108
Reduced
107
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$1.27M -$187K -5,298 -13%
CWL
102
Causey Wealth LLC
Colorado
$1.27M +$1.3M +36,874 New
UAG
103
United Advisor Group
Ohio
$1.26M -$84.3K -2,383 -6%
HHGA
104
Halbert Hargrove Global Advisors
California
$1.24M +$1.06K +30 +0.1%
WB
105
WesBanco Bank
West Virginia
$1.24M +$1.45K +41 +0.1%
Jane Street
106
Jane Street
New York
$1.21M +$315K +8,892 +34%
WW
107
Waterfront Wealth
Kansas
$1.19M -$707 -20 -0.1%
HIA
108
Harbor Investment Advisory
Maryland
$1.16M -$64.1K -1,811 -5%
IWM
109
IHT Wealth Management
Illinois
$1.14M +$120K +3,381 +11%
HSA
110
HBK Sorce Advisory
Pennsylvania
$1.13M -$89.4K -2,527 -7%
OC
111
Oppenheimer & Co
New York
$1.08M +$73.2K +2,069 +7%
Mariner
112
Mariner
Kansas
$1.05M -$64.8K -1,831 -6%
PS
113
Principal Securities
Iowa
$1.03M +$100K +2,828 +10%
AC
114
Apella Capital
Connecticut
$979K +$1.01M +28,494 New
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$977K -$27K -764 -3%
IA
116
IFG Advisory
Georgia
$957K
WP
117
WealthShield Partners
North Carolina
$948K +$35 +1 +0%
MMA
118
Miracle Mile Advisors
California
$941K +$11.1K +313 +1%
IWP
119
Invenio Wealth Partners
Florida
$939K -$127K -3,579 -12%
AWS
120
Atria Wealth Solutions
New York
$937K +$218K +6,163 +29%
BF
121
BOK Financial
Oklahoma
$915K -$74.2K -2,098 -7%
WIA
122
World Investment Advisors
California
$911K +$51.1K +1,444 +6%
ST
123
Spinnaker Trust
Maine
$907K
Comerica Bank
124
Comerica Bank
Texas
$901K -$4.49K -127 -0.5%
SMC
125
Smith, Moore & Co
Missouri
$879K +$141 +4 +0%