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WisdomTree US SmallCap Dividend Fund

241 hedge funds and large institutions have $575M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-22
Holders Change %
-8.37%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
70
Reduced
115
Closed
38
Calls
$239K
Puts
$6K
Net Calls
+$233K
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
151
Colorado Capital Management
Colorado
$307K
WT
152
Whittier Trust
California
$305K
SAM
153
SignalPoint Asset Management
Missouri
$301K -$11.3K -536 -4%
PCS
154
Personal CFO Solutions
New Jersey
$296K -$17K -800 -5%
DWT
155
Dorsey & Whitney Trust
South Dakota
$294K
JPMPWA
156
J.P. Morgan Private Wealth Advisors
California
$291K +$291K +13,749 New
Truist Financial
157
Truist Financial
North Carolina
$280K -$777K -36,816 -74%
SG
158
StoneX Group
New York
$275K -$164K -7,728 -37%
OIA
159
Optimum Investment Advisors
Illinois
$272K -$274K -12,928 -50%
SB
160
Simmons Bank
Arkansas
$264K -$195K -9,210 -43%
CIAS
161
Capital Investment Advisory Services
North Carolina
$263K +$994 +47 +0.4%
William Blair & Company
162
William Blair & Company
Illinois
$253K -$38.2K -1,801 -13%
NA
163
NewEdge Advisors
Louisiana
$252K -$539K -25,504 -68%
FWCM
164
Ferguson Wellman Capital Management
Oregon
$248K -$3.61K -170 -1%
IAN
165
Integrated Advisors Network
Texas
$235K -$5.13K -242 -2%
ACWM
166
Adams Chetwood Wealth Management
North Carolina
$230K
CASB
167
Cape Ann Savings Bank
Massachusetts
$230K +$230K +10,870 New
GWM
168
Gray Wealth Management
Maine
$225K -$12.2K -580 -5%
MWP
169
Moller Wealth Partners
$223K -$455K -21,437 -67%
HCM
170
Hengehold Capital Management
Ohio
$223K
IA
171
IFG Advisory
Georgia
$221K -$39.5K -1,865 -15%
AWCI
172
Alpine Woods Capital Investors
New York
$212K
AT
173
Arden Trust
Delaware
$209K -$10.4K -491 -5%
NFG
174
Next Financial Group
Texas
$205K
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$201K