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WisdomTree US SmallCap Dividend Fund

319 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
126
Clearwater Capital Advisors
Illinois
$801K -$1.04K -30 -0.1%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$800K -$1.73M -50,184 -68%
SG
128
Sharper & Granite
California
$797K +$3.45K +100 +0.4%
SS
129
Sunbelt Securities
Texas
$778K -$18.7K -543 -2%
IA
130
Insight Advisors
Pennsylvania
$750K +$12.3K +358 +2%
BFPW
131
BOK Financial Private Wealth
Colorado
$750K
CA
132
Clearstead Advisors
Ohio
$737K +$24K +697 +3%
AWS
133
Atria Wealth Solutions
New York
$728K -$483 -14 -0.1%
MSA
134
Marino Stram & Associates
Massachusetts
$696K +$931 +27 +0.1%
GC
135
Guidance Capital
Kentucky
$678K -$13.9K -395 -2%
FPAS
136
Focus Partners Advisor Solutions
Missouri
$639K +$51.4K +1,490 +9%
PA
137
Pinnacle Associates
New York
$625K +$130K +4,036 +26%
SC
138
SouthState Corp
Florida
$613K
RCAG
139
Rehmann Capital Advisory Group
Michigan
$599K
RRA
140
Round Rock Advisors
Connecticut
$599K -$74.8K -2,170 -11%
PWP
141
Principle Wealth Partners
Connecticut
$592K -$2.59K -75 -0.4%
UCFA
142
United Capital Financial Advisors
Texas
$581K -$30.8K -893 -5%
CPIG
143
Chicago Partners Investment Group
Illinois
$577K -$8.28K -242 -1%
Brown Advisory
144
Brown Advisory
Maryland
$565K
P
145
&Partners
Tennessee
$565K +$565K +16,368 New
RSWA
146
Robinson Smith Wealth Advisors
Maine
$564K -$82.8K -2,400 -13%
SPC
147
Sigma Planning Corp
Michigan
$563K -$6.76K -196 -1%
HCM
148
Hengehold Capital Management
Ohio
$558K
IPAM
149
Investment Partners Asset Management
New Jersey
$550K -$47.3K -1,372 -8%
NC
150
NewSquare Capital
Pennsylvania
$531K -$5.11K -148 -1%