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WisdomTree US SmallCap Dividend Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
BW
176
Bison Wealth
Georgia
$152K +$358 +17 +0.2%
WB
177
Webster Bank
Connecticut
$145K +$145K +6,860 New
OC
178
Oakworth Capital
Alabama
$136K
BA
179
Bristlecone Advisors
Washington
$126K +$126K +5,989 New
FHC
180
First Horizon Corporation
Tennessee
$123K +$123K +5,835 New
AF
181
Advisornet Financial
Minnesota
$121K -$4.48K -213 -4%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$121K +$88.9K +4,228 +277%
FCFS
183
First Command Financial Services
Texas
$118K -$12.2K -580 -9%
FCB
184
First Command Bank
Texas
$118K -$12.2K -580 -9%
SFG
185
Sowa Financial Group
Rhode Island
$109K +$147 +7 +0.1%
TCOV
186
Trust Company of Vermont
Vermont
$105K
IBOK
187
Independence Bank of Kentucky
Kentucky
$104K
TWA
188
TCI Wealth Advisors
Arizona
$101K
GRP
189
Global Retirement Partners
California
$89K -$74.6K -3,521 -46%
MA
190
MCF Advisors
Kentucky
$76K
HWA
191
Heritage Wealth Advisors
Virginia
$73.1K
CFGS
192
Concourse Financial Group Securities
Alabama
$73K
AA
193
Ancora Advisors
Ohio
$72K
SFS
194
Sowell Financial Services
Arkansas
$69K -$45.9K -2,166 -40%
MFT
195
Moisand Fitzgerald Tamayo
Florida
$68K
BFEC
196
Benjamin F. Edwards & Company
Missouri
$66K +$484 +23 +0.7%
FHA
197
Flagship Harbor Advisors
Massachusetts
$55K
CMBA
198
C.M. Bidwell & Associates
Hawaii
$53K
APWA
199
Atlas Private Wealth Advisors
New Jersey
$47K
ONST
200
Old North State Trust
North Carolina
$47K +$47K +2,212 New