DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

276 hedge funds and large institutions have $767M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
87
Reduced
101
Closed
19
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
+$79K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$4.12M
2
BWM
BCS Wealth Management
Tennessee
+$3.72M
3
Creative Planning
Creative Planning
Kansas
+$2.77M
4
GIA
Gladstone Institutional Advisory
Florida
+$1.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.24M
2
SFS
Sowell Financial Services
Arkansas
-$3.68M
3
JFA
JNBA Financial Advisors
Minnesota
-$2.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
5
WAM
WealthTrust Asset Management
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
126
GYL Financial Synergies
Connecticut
$558K -$2.74K -89 -0.5%
PT
127
Plimoth Trust
Massachusetts
$557K -$5.86K -190 -1%
RCAG
128
Rehmann Capital Advisory Group
Michigan
$555K – – –
HCM
129
Hengehold Capital Management
Ohio
$552K – – –
SPIA
130
Steward Partners Investment Advisory
New York
$548K +$18.5K +600 +3%
SPC
131
Sigma Planning Corp
Michigan
$541K +$45.1K +1,462 +9%
Bessemer Group
132
Bessemer Group
New Jersey
$539K +$539K +17,480 New
GWM
133
Geneos Wealth Management
Colorado
$528K +$327K +10,410 +162%
SWP
134
Stratos Wealth Partners
Ohio
$510K -$8.26K -268 -2%
IA
135
Insight Advisors
Pennsylvania
$502K +$42.5K +1,291 +9%
HIA
136
Harbor Investment Advisory
Maryland
$495K -$16K -520 -3%
PLFAM
137
Pineno Levin & Ford Asset Management
Virginia
$489K -$278 -9 -0.1%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$485K -$1.22K -38 -0.3%
HIS
139
Harvest Investment Services
Illinois
$463K -$5.29K -172 -1%
WT
140
Whittier Trust
California
$444K – – –
Invesco
141
Invesco
Georgia
$439K -$55.8K -1,808 -11%
BSW
142
Buckingham Strategic Wealth
Missouri
$424K +$195K +6,318 +85%
SFG
143
StrategIQ Financial Group
Indiana
$416K +$92 +3 +0%
FNB
144
Farmers National Bank
Kentucky
$412K +$412K +15,494 New
IWC
145
Integrated Wealth Concepts
Massachusetts
$410K +$410K +13,300 New
PSF
146
Pacific Sun Financial
California
$396K +$396K +12,840 New
MFW
147
Meristem Family Wealth
Minnesota
$391K – – –
ACWM
148
Adams Chetwood Wealth Management
North Carolina
$390K +$31 +1 +0%
SC
149
Scotia Capital
Ontario, Canada
$390K +$5.3K +172 +1%
OIA
150
OneDigital Investment Advisors
Kansas
$389K -$493 -16 -0.1%
4 5
6
7 8