DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

240 hedge funds and large institutions have $553M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 108 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
61
Reduced
108
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$2.04M
2
FTUS
Flow Traders U.S.
New York
+$1.96M
3
Creative Planning
Creative Planning
Kansas
+$1.65M
4
1WA
180 Wealth Advisors
Washington
+$1.2M
5
BFG
Beacon Financial Group
Texas
+$1.15M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$4.2M
2
Morgan Stanley
Morgan Stanley
New York
-$4.01M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.76M
4
HNB
Huntington National Bank
Ohio
-$2.96M
5
Wells Fargo
Wells Fargo
California
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
151
Capital Investment Advisory Services
North Carolina
$262K -$507 -24 -0.2%
OPS
152
Orion Portfolio Solutions
Nebraska
$262K +$67.7K +3,214 +35%
IA
153
IFG Advisory
Georgia
$260K +$40.7K +1,936 +19%
OIA
154
Optimum Investment Advisors
Illinois
$256K -$14.7K -699 -5%
HIA
155
Harbor Investment Advisory
Maryland
$253K +$76.6K +3,627 +43%
William Blair & Company
156
William Blair & Company
Illinois
$252K +$106 +5 +0%
SB
157
Simmons Bank
Arkansas
$242K -$21.1K -1,000 -8%
BRWA
158
B. Riley Wealth Advisors
Florida
$241K +$241K +11,396 New
IAN
159
Integrated Advisors Network
Texas
$234K +$148 +7 +0.1%
AFP
160
Ausdal Financial Partners
Iowa
$230K +$230K +10,907 New
ACWM
161
Adams Chetwood Wealth Management
North Carolina
$229K – – –
HCM
162
Hengehold Capital Management
Ohio
$222K – – –
DWT
163
Dorsey & Whitney Trust
South Dakota
$220K -$71.9K -3,420 -25%
MWP
164
Moller Wealth Partners
$219K -$2.38K -113 -1%
COF
165
Capital One Financial
Virginia
$215K -$523K -24,812 -71%
GWM
166
Gray Wealth Management
Maine
$212K -$13.1K -621 -6%
AWCI
167
Alpine Woods Capital Investors
New York
$211K – – –
FWCM
168
Ferguson Wellman Capital Management
Oregon
$208K -$37.9K -1,800 -15%
AT
169
Arden Trust
Delaware
$207K -$1.01K -48 -0.5%
NFG
170
Next Financial Group
Texas
$204K – – –
FNBOSM
171
First National Bank of South Miami
Florida
$203K +$68K +3,209 +50%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$201K – – –
ASN
173
Advisory Services Network
Georgia
$191K +$191K +9,046 New
ADL
174
Asset Dedication LLC
California
$165K – – –
GWM
175
Geneos Wealth Management
Colorado
$161K +$10.8K +526 +7%
5 6
7
8 9