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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $680M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+25
Holders Change %
+10.42%
% of All Funds
4.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
50
Increased
68
Reduced
105
Closed
18
Calls
$982K
Puts
–
Net Calls
+$982K
Net Calls Change
+$982K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.18M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.73M
3
JFA
JNBA Financial Advisors
Minnesota
+$3.91M
4
PPW
Pasadena Private Wealth
California
+$3.38M
5
FTUS
Flow Traders U.S.
New York
+$1.42M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$9.94M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.01M
3
FMLI
Fukoku Mutual Life Insurance
Japan
-$6.32M
4
Wells Fargo
Wells Fargo
California
-$4.93M
5
OCG
Opus Capital Group
Ohio
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
151
Montecito Bank & Trust
California
$345K -$42.6K -1,600 -11%
Mariner
152
Mariner
Kansas
$339K -$67.4K -2,535 -17%
CIAS
153
Capital Investment Advisory Services
North Carolina
$338K +$7.56K +284 +2%
WKWM
154
Walter & Keenan Wealth Management
Indiana
$333K -$264K -9,900 -44%
CASB
155
Cape Ann Savings Bank
Massachusetts
$330K +$330K +12,470 New
Neuberger Berman Group
156
Neuberger Berman Group
New York
$329K -$53.2K -2,000 -14%
IAN
157
Integrated Advisors Network
Texas
$322K +$26.8K +1,008 +9%
William Blair & Company
158
William Blair & Company
Illinois
$320K +$3.11K +117 +1%
HIA
159
Harbor Investment Advisory
Maryland
$319K – – –
OPS
160
Orion Portfolio Solutions
Nebraska
$318K -$12.7K -479 -4%
ATPW
161
Ashton Thomas Private Wealth
Arizona
$303K -$121K -4,539 -28%
NFP
162
Novak Financial Planning
Maryland
$294K +$294K +11,034 New
Truist Financial
163
Truist Financial
North Carolina
$290K -$184K -6,903 -39%
ACWM
164
Adams Chetwood Wealth Management
North Carolina
$289K +$27 +1 +0%
WA
165
Wambolt & Associates
Colorado
$289K +$289K +10,851 New
FAIM
166
Financial Advocates Investment Management
Washington
$287K +$287K +9,502 New
DWT
167
Dorsey & Whitney Trust
South Dakota
$278K – – –
HCM
168
Hengehold Capital Management
Ohio
$277K -$2.79K -105 -1%
JWBC
169
John W. Brooker & Co
California
$274K -$1.21M -45,595 -82%
IA
170
Insight Advisors
Pennsylvania
$273K +$273K +10,250 New
SB
171
Simmons Bank
Arkansas
$270K -$35.3K -1,325 -12%
FWCM
172
Ferguson Wellman Capital Management
Oregon
$269K +$6.4K +241 +2%
GWM
173
Geneos Wealth Management
Colorado
$268K +$22.1K +706 +9%
AWCI
174
Alpine Woods Capital Investors
New York
$266K – – –
AT
175
Arden Trust
Delaware
$260K -$1.57K -59 -0.6%
5 6
7
8 9