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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 %
HIS
126
Harvest Investment Services
Illinois
$456K -$96.6K -3,633 -17%
MSA
127
Marino Stram & Associates
Massachusetts
$456K +$75.2K +2,829 +20%
LPT
128
Legacy Private Trust
Wisconsin
$444K +$6.3K +237 +1%
HW
129
Hancock Whitney
Mississippi
$444K +$31.2K +1,175 +8%
SC
130
Scotia Capital
Ontario, Canada
$433K +$186 +7 +0%
RJT
131
Raymond James Trust
Florida
$433K +$17.4K +654 +4%
BF
132
BOK Financial
Oklahoma
$432K – – –
PLFAM
133
Pineno Levin & Ford Asset Management
Virginia
$426K – – –
JPMorgan Chase & Co
134
JPMorgan Chase & Co
New York
$424K +$22.4K +843 +6%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$422K -$53K -1,994 -11%
FIM
136
Freedom Investment Management
Connecticut
$420K -$57.3K -2,156 -12%
JPMPWA
137
J.P. Morgan Private Wealth Advisors
California
$419K +$12.6K +474 +3%
FNB
138
Farmers National Bank
Kentucky
$412K +$412K +15,494 New
1IA
139
1834 Investment Advisors
Wisconsin
$398K +$9.57K +360 +2%
BFS
140
Bickling Financial Services
Massachusetts
$398K +$398K +14,959 New
CCM
141
Colorado Capital Management
Colorado
$392K +$5.46K +205 +1%
WT
142
Whittier Trust
California
$383K – – –
SAM
143
SignalPoint Asset Management
Missouri
$379K -$558 -21 -0.1%
SFG
144
StrategIQ Financial Group
Indiana
$378K -$21.2K -796 -5%
NB
145
Northwest Bancshares
Pennsylvania
$375K -$25.8K -971 -6%
OIA
146
OneDigital Investment Advisors
Kansas
$371K -$125K -4,683 -25%
PCS
147
Personal CFO Solutions
New Jersey
$371K +$186 +7 +0.1%
SEP
148
Southland Equity Partners
Missouri
$369K +$369K +13,861 New
CW
149
CreativeOne Wealth
Kansas
$354K +$354K +13,317 New
IA
150
IFG Advisory
Georgia
$349K +$19.9K +747 +6%
4 5
6
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