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WisdomTree US SmallCap Dividend Fund

226 hedge funds and large institutions have $774M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+37
Holders Change %
+19.58%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
54
Increased
80
Reduced
56
Closed
14
Calls
$1.03M
Puts
$581K
Net Calls
+$447K
Net Calls Change
-$990K
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
126
LBMC Investment Advisors
Tennessee
$403K +$1.39K +48 +0.3%
DWT
127
Dorsey & Whitney Trust
South Dakota
$403K +$145K +5,000 +56%
OC
128
Oakworth Capital
Alabama
$381K
CWM
129
Cornerstone Wealth Management
Missouri
$376K -$166K -5,676 -31%
FAIM
130
Financial Advocates Investment Management
Washington
$372K +$372K +12,812 New
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$365K +$51.1K +1,757 +16%
CONA
132
Capital One National Association
New York
$361K -$69.7K -2,397 -16%
CF
133
Centaurus Financial
California
$354K +$354K +12,177 New
IAA
134
Ironsides Asset Advisors
North Carolina
$352K +$352K +12,125 New
TNBTD
135
Trustmark National Bank Trust Department
Mississippi
$341K
TRCT
136
Tower Research Capital (TRC)
New York
$325K -$1.43M -49,047 -81%
TF
137
TIAA FSB
Florida
$321K +$321K +11,050 New
I
138
IberiaBank
Louisiana
$313K -$392K -13,591 -56%
HHGA
139
Halbert Hargrove Global Advisors
California
$307K -$139K -4,808 -31%
EWM
140
Evermay Wealth Management
Virginia
$303K -$17.4K -600 -5%
SG
141
StoneX Group
New York
$298K +$298K +10,252 New
TW
142
Transform Wealth
Colorado
$296K -$13.1K -450 -4%
TCOV
143
Trust Company of Vermont
Vermont
$294K -$16.5K -567 -5%
AA
144
AlphaMark Advisors
Kentucky
$288K +$64K +2,204 +29%
William Blair & Company
145
William Blair & Company
Illinois
$283K +$145 +5 +0.1%
AI
146
Atria Investments
North Carolina
$280K +$280K +9,646 New
WKWM
147
Walter & Keenan Wealth Management
Indiana
$261K
OC
148
Oarsman Capital
Wisconsin
$250K -$75.5K -2,598 -23%
ACA
149
Ackerman Capital Advisors
Texas
$248K +$248K +2,952 New
HCA
150
Harbour Capital Advisors
Virginia
$247K