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WisdomTree US SmallCap Dividend Fund

246 hedge funds and large institutions have $792M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
86
Reduced
83
Closed
20
Calls
$517K
Puts
$317K
Net Calls
+$200K
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Shares
Change %
TCOV
176
Trust Company of Vermont
Vermont
$223K -$28.8K -1,050 -11%
SFS
177
Sowell Financial Services
Arkansas
$216K +$216K +7,882 New
WPP
178
Whalerock Point Partners
Rhode Island
$215K
BCMO
179
Buckingham Capital Management (Ohio)
Ohio
$214K +$214K +7,827 New
BW
180
Bison Wealth
Georgia
$208K +$2.41K +88 +1%
FANJ
181
Financial Architects (New Jersey)
New Jersey
$207K
CBN
182
Cadence Bank NA
Texas
$203K
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$201K
OC
184
Oarsman Capital
Wisconsin
$201K +$201K +7,356 New
QPWM
185
Quadrant Private Wealth Management
Pennsylvania
$200K +$200K +7,301 New
BFEC
186
Benjamin F. Edwards & Company
Missouri
$187K +$1.59K +58 +0.9%
IBOK
187
Independence Bank of Kentucky
Kentucky
$179K +$179K +6,525 New
Citigroup
188
Citigroup
New York
$153K +$4.1K +150 +3%
MA
189
MUFG Americas
New York
$140K
US Bancorp
190
US Bancorp
Minnesota
$125K -$36.8K -1,346 -23%
PO
191
Private Ocean
California
$124K
ADL
192
Asset Dedication LLC
California
$121K +$44.3K +1,621 +58%
ONST
193
Old North State Trust
North Carolina
$108K -$4.43K -162 -4%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$107K +$17K +624 +19%
RCA
195
Ranch Capital Advisors
Florida
$106K +$106K +3,863 New
APSP
196
Asset Planning Services (Pennsylvania)
Pennsylvania
$105K
POIA
197
Pin Oak Investment Advisors
Texas
$100K
HWA
198
Heritage Wealth Advisors
Virginia
$94K
FCFS
199
First Command Financial Services
Texas
$93K +$49K +1,800 +111%
FCB
200
First Command Bank
Texas
$93K +$49K +1,800 +111%