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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 %
FG
176
Fiduciary Group
Georgia
$259K +$259K +8,843 New
NFG
177
Next Financial Group
Texas
$257K – – –
FCA
178
FinTrust Capital Advisors
South Carolina
$256K -$286K -10,746 -53%
QPWM
179
Quadrant Private Wealth Management
Pennsylvania
$238K +$238K +8,942 New
ASN
180
Advisory Services Network
Georgia
$234K -$6.73K -253 -3%
OIA
181
Optimum Investment Advisors
Illinois
$228K -$95.7K -3,594 -30%
MWP
182
Moller Wealth Partners
$227K -$49.4K -1,858 -18%
GWM
183
Gray Wealth Management
Maine
$225K -$43.7K -1,635 -16%
VAS
184
Vestmark Advisory Solutions
Massachusetts
$213K +$213K +8,006 New
AFP
185
Ausdal Financial Partners
Iowa
$210K -$80.1K -3,011 -28%
NA
186
NewEdge Advisors
Louisiana
$210K +$210K +7,884 New
ADL
187
Asset Dedication LLC
California
$209K – – –
EH
188
Equitable Holdings
New York
$206K +$206K +7,734 New
BRWA
189
B. Riley Wealth Advisors
Florida
$205K -$98.8K -3,705 -33%
FFA
190
Fragasso Financial Advisors
Pennsylvania
$204K -$261K -9,825 -56%
JPLA
191
Joseph P. Lucia & Associates
New York
$203K +$203K +7,635 New
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$201K – – –
BW
193
Bison Wealth
Georgia
$194K +$1.79K +67 +0.9%
DWMG
194
DB Wealth Management Group
California
$184K +$184K +6,914 New
OC
195
Oakworth Capital
Alabama
$171K – – –
MCC
196
Money Concepts Capital
Florida
$140K +$140K +5,275 New
FCFS
197
First Command Financial Services
Texas
$133K -$16K -600 -11%
FCB
198
First Command Bank
Texas
$133K -$16K -600 -11%
SFS
199
Sowell Financial Services
Arkansas
$133K +$46.1K +1,726 +53%
IBOK
200
Independence Bank of Kentucky
Kentucky
$131K – – –
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8
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