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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 %
GFS
126
GYL Financial Synergies
Connecticut
$576K
EWA
127
EP Wealth Advisors
California
$572K -$14K -450 -2%
EH
128
Equitable Holdings
New York
$564K +$323K +10,370 +134%
RCAG
129
Rehmann Capital Advisory Group
Michigan
$561K -$38.5K -1,235 -6%
PT
130
Plimoth Trust
Massachusetts
$549K -$1.87K -60 -0.3%
BF
131
BOK Financial
Oklahoma
$525K +$19.3K +621 +4%
MOS
132
MGO One Seven
Ohio
$521K +$521K +16,728 New
SC
133
Scotia Capital
Ontario, Canada
$507K -$499 -16 -0.1%
JPMPWA
134
J.P. Morgan Private Wealth Advisors
California
$507K +$16.2K +520 +3%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$501K +$501K +16,076 New
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$498K +$3.55K +114 +0.7%
PLFAM
137
Pineno Levin & Ford Asset Management
Virginia
$494K -$4.36K -140 -0.9%
HW
138
Hancock Whitney
Mississippi
$491K -$29.4K -945 -6%
CF
139
Centaurus Financial
California
$486K -$122K -3,928 -20%
HIS
140
Harvest Investment Services
Illinois
$477K -$56.7K -1,823 -11%
BFS
141
Bickling Financial Services
Massachusetts
$466K
1IA
142
1834 Investment Advisors
Wisconsin
$456K -$10.4K -335 -2%
WT
143
Whittier Trust
California
$448K
SFG
144
StrategIQ Financial Group
Indiana
$420K -$21.8K -699 -5%
HIA
145
Harbor Investment Advisory
Maryland
$420K +$46.7K +1,500 +13%
SEP
146
Southland Equity Partners
Missouri
$417K -$14.9K -478 -3%
AA
147
AlphaMark Advisors
Kentucky
$416K -$137K -4,400 -25%
PCS
148
Personal CFO Solutions
New Jersey
$413K -$22K -707 -5%
RJT
149
Raymond James Trust
Florida
$399K -$109K -3,495 -21%
CCM
150
Colorado Capital Management
Colorado
$396K -$62.9K -2,019 -14%