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WisdomTree US SmallCap Dividend Fund

195 hedge funds and large institutions have $709M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
24
Increased
81
Reduced
57
Closed
17
Calls
$1.54M
Puts
$982K
Net Calls
+$560K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Shares
Change %
GT
151
Glenmede Trust
Pennsylvania
$165K
ASN
152
Advisory Services Network
Georgia
$149K -$207K -7,722 -58%
PFO
153
Pathstone Family Office
New Jersey
$149K
CAL
154
Capital Advisors Ltd
Ohio
$135K +$48.5K +1,803 +56%
FANJ
155
Financial Architects (New Jersey)
New Jersey
$132K
EWM
156
Evercore Wealth Management
New York
$127K
PFP
157
Pinnacle Financial Partners
Tennessee
$114K +$114K +4,233 New
APSP
158
Asset Planning Services (Pennsylvania)
Pennsylvania
$111K
MA
159
MCF Advisors
Kentucky
$97K
SBL
160
Sargent Bickham Lagudis
Colorado
$97K
Citigroup
161
Citigroup
New York
$91K +$10.9K +408 +14%
GRP
162
Global Retirement Partners
California
$84K +$29.9K +1,110 +55%
SPIA
163
Steward Partners Investment Advisory
New York
$82K +$160 +6 +0.2%
WEC
164
Winslow Evans & Crocker
Massachusetts
$80.5K -$24.2K -900 -23%
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$80K
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K -$30.1K -1,122 -30%
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$319 +12 +0.5%
NA
168
NewEdge Advisors
Louisiana
$53.2K +$53.2K +1,998 New
US Bancorp
169
US Bancorp
Minnesota
$52K +$16.7K +630 +47%
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50K +$22.5K +837 +82%
ADL
171
Asset Dedication LLC
California
$48K +$48K +1,788 New
PMFA
172
Plante Moran Financial Advisors
Michigan
$45K +$4.53K +168 +11%
PWM
173
Perigon Wealth Management
California
$44K
TWA
174
TCI Wealth Advisors
Arizona
$44K +$12.2K +453 +38%
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.1K