DES icon

WisdomTree US SmallCap Dividend Fund

294 hedge funds and large institutions have $841M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
Holders Change %
0%
% of All Funds
4.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
105
Reduced
101
Closed
22
Calls
$271K
Puts
Net Calls
+$271K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
126
Pinnacle Associates
New York
$768K -$82.7K -2,897 -10%
PFA
127
Petra Financial Advisors
Colorado
$760K
ST
128
Spinnaker Trust
Maine
$754K +$57 +2 +0%
FCA
129
FinTrust Capital Advisors
South Carolina
$721K
SS
130
Sunbelt Securities
Texas
$706K +$28.4K +1,012 +4%
JSL
131
JT Stratford LLC
Georgia
$690K -$28K -979 -4%
NB
132
NBT Bank
New York
$682K +$18.9K +662 +3%
DWM
133
Dakota Wealth Management
Florida
$677K -$58.2K -2,037 -8%
SCA
134
Snowden Capital Advisors
New York
$662K -$62.8K -2,198 -9%
CPIG
135
Chicago Partners Investment Group
Illinois
$661K -$49.8K -1,770 -7%
SPIA
136
Steward Partners Investment Advisory
New York
$658K -$1.43K -50 -0.2%
CCA
137
Clearwater Capital Advisors
Illinois
$643K -$124K -4,354 -16%
FNT
138
First National Trust
Pennsylvania
$634K -$78.3K -2,740 -11%
WSTAM
139
Wilbanks Smith & Thomas Asset Management
Virginia
$603K -$13.1K -460 -2%
BFPW
140
BOK Financial Private Wealth
Colorado
$602K -$24.4K -855 -4%
PWMAG
141
Pinnacle Wealth Management Advisory Group
New Jersey
$573K -$76.2K -2,668 -12%
MSA
142
Marino Stram & Associates
Massachusetts
$571K +$771 +27 +0.1%
WP
143
WealthShield Partners
North Carolina
$571K +$571K +19,977 New
AI
144
Accredited Investors
Minnesota
$568K -$3.91K -137 -0.7%
HCM
145
Hengehold Capital Management
Ohio
$567K -$139K -4,875 -20%
IA
146
Insight Advisors
Pennsylvania
$548K +$13.3K +467 +2%
PWP
147
Principle Wealth Partners
Connecticut
$546K
OCM
148
One Capital Management
California
$535K
CWM
149
Collaborative Wealth Management
Florida
$530K -$85.7K -2,999 -14%
HW
150
Hancock Whitney
Mississippi
$525K -$86.2K -3,017 -14%