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WisdomTree US SmallCap Dividend Fund

274 hedge funds and large institutions have $795M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+9
Holders Change %
+3.4%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
75
Reduced
112
Closed
28
Calls
$710K
Puts
Net Calls
+$710K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Shares
Change %
F
151
F3Logic
Minnesota
$392K +$392K +12,565 New
IA
152
IFG Advisory
Georgia
$391K -$16.8K -541 -4%
CASB
153
Cape Ann Savings Bank
Massachusetts
$388K
OIA
154
OneDigital Investment Advisors
Kansas
$386K -$47.4K -1,525 -11%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$386K
IAN
156
Integrated Advisors Network
Texas
$379K +$1.62K +52 +0.4%
William Blair & Company
157
William Blair & Company
Illinois
$375K +$31 +1 +0%
MBT
158
Montecito Bank & Trust
California
$369K -$34.9K -1,120 -9%
HCM
159
Hengehold Capital Management
Ohio
$365K +$40.1K +1,285 +12%
Barclays
160
Barclays
United Kingdom
$365K +$365K +11,717 New
CIAS
161
Capital Investment Advisory Services
North Carolina
$357K -$37.9K -1,218 -10%
NFP
162
Novak Financial Planning
Maryland
$339K -$4.61K -148 -1%
ACWM
163
Adams Chetwood Wealth Management
North Carolina
$338K
MCC
164
Money Concepts Capital
Florida
$335K +$171K +5,492 +104%
NB
165
Northwest Bancshares
Pennsylvania
$332K -$108K -3,477 -25%
Truist Financial
166
Truist Financial
North Carolina
$332K -$6.57K -211 -2%
DWT
167
Dorsey & Whitney Trust
South Dakota
$326K
ATPW
168
Ashton Thomas Private Wealth
Arizona
$325K -$30.2K -968 -8%
BRWA
169
B. Riley Wealth Advisors
Florida
$319K +$78.9K +2,528 +33%
IA
170
Insight Advisors
Pennsylvania
$318K -$8.47K -266 -3%
SB
171
Strategic Blueprint
Georgia
$318K +$318K +10,204 New
DC
172
Davenport & Co
Virginia
$315K +$315K +10,105 New
AWCI
173
Alpine Woods Capital Investors
New York
$312K
XF
174
XML Financial
Maryland
$311K +$311K +9,980 New
CW
175
CreativeOne Wealth
Kansas
$310K -$105K -3,374 -25%