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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 %
OPS
176
Orion Portfolio Solutions
Nebraska
$195K +$65.4K +3,093 +50%
HIA
177
Harbor Investment Advisory
Maryland
$177K -$58.3K -2,751 -25%
JPLA
178
Joseph P. Lucia & Associates
New York
$174K
ADL
179
Asset Dedication LLC
California
$167K -$1.75K -82 -1%
GRP
180
Global Retirement Partners
California
$164K +$361 +17 +0.2%
BW
181
Bison Wealth
Georgia
$152K -$1.92K -91 -1%
GWM
182
Geneos Wealth Management
Colorado
$148K +$10.5K +518 +8%
QCG
183
Quadrant Capital Group
Ohio
$148K +$120K +5,695 +436%
OC
184
Oakworth Capital
Alabama
$136K -$68.4K -3,238 -33%
FNBOSM
185
First National Bank of South Miami
Florida
$135K -$69.4K -3,275 -34%
FCB
186
First Command Bank
Texas
$131K -$19.4K -915 -13%
FCFS
187
First Command Financial Services
Texas
$131K -$19.4K -915 -13%
AF
188
Advisornet Financial
Minnesota
$126K -$72.1K -3,417 -36%
FANJ
189
Financial Architects (New Jersey)
New Jersey
$117K -$30.9K -1,452 -21%
SFS
190
Sowell Financial Services
Arkansas
$115K -$42.2K -1,988 -27%
SFG
191
Sowa Financial Group
Rhode Island
$109K +$3.71K +176 +4%
TCOV
192
Trust Company of Vermont
Vermont
$105K -$57.9K -2,740 -36%
IBOK
193
Independence Bank of Kentucky
Kentucky
$105K -$33.8K -1,590 -24%
TWA
194
TCI Wealth Advisors
Arizona
$101K
Deutsche Bank
195
Deutsche Bank
Germany
$89K +$56.9K +2,691 +178%
Citigroup
196
Citigroup
New York
$78K -$3.2K -151 -4%
MA
197
MCF Advisors
Kentucky
$77K -$125K -5,856 -62%
CFGS
198
Concourse Financial Group Securities
Alabama
$74K +$20.9K +982 +39%
HWA
199
Heritage Wealth Advisors
Virginia
$73.5K
AA
200
Ancora Advisors
Ohio
$72K -$4.57K -216 -6%