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WisdomTree US SmallCap Dividend Fund

293 hedge funds and large institutions have $844M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
24
Increased
114
Reduced
98
Closed
22
Calls
$300K
Puts
Net Calls
+$300K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
126
Principle Wealth Partners
Connecticut
$658K -$123K -3,856 -16%
WSTAM
127
Wilbanks Smith & Thomas Asset Management
Virginia
$657K -$178K -5,923 -21%
BF
128
BOK Financial
Oklahoma
$647K +$63.5K +1,993 +11%
HW
129
Hancock Whitney
Mississippi
$638K +$3.44K +108 +0.5%
GFS
130
GYL Financial Synergies
Connecticut
$638K +$51.5K +1,618 +9%
HIA
131
Harbor Investment Advisory
Maryland
$635K +$18K +564 +3%
JWCA
132
J.W. Cole Advisors
Florida
$624K -$5.84K -183 -0.9%
BFS
133
Bickling Financial Services
Massachusetts
$604K -$1.15K -36 -0.2%
NB
134
NBT Bank
New York
$603K +$22.3K +702 +4%
PT
135
Plimoth Trust
Massachusetts
$588K +$287 +9 +0%
EWA
136
EP Wealth Advisors
California
$584K -$45.5K -1,428 -7%
RCAG
137
Rehmann Capital Advisory Group
Michigan
$568K
IA
138
Insight Advisors
Pennsylvania
$563K +$74.1K +2,327 +15%
AI
139
Accredited Investors
Minnesota
$562K +$9.08K +285 +2%
Bessemer Group
140
Bessemer Group
New Jersey
$557K
HCM
141
Hengehold Capital Management
Ohio
$554K -$15.9K -500 -3%
SIC
142
Sterling Investment Counsel
New York
$538K -$67.3K -2,111 -11%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$531K +$39.7K +1,226 +8%
SWP
144
Stratos Wealth Partners
Ohio
$528K +$4.88K +153 +0.9%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$515K -$210K -6,588 -29%
UL
146
Unionview LLC
Washington
$513K -$13.7K -430 -3%
GWM
147
Geneos Wealth Management
Colorado
$494K -$76K -2,390 -13%
F
148
F3Logic
Minnesota
$487K -$301K -9,425 -38%
TNBTD
149
Trustmark National Bank Trust Department
Mississippi
$470K -$238K -7,474 -34%
LPT
150
Legacy Private Trust
Wisconsin
$454K -$162K -5,093 -26%