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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 %
SB
176
Simmons Bank
Arkansas
$306K -$9.33K -300 -3%
BFG
177
Berger Financial Group
Minnesota
$299K -$2.09M -67,070 -87%
ASN
178
Advisory Services Network
Georgia
$296K +$22.3K +718 +8%
AT
179
Arden Trust
Delaware
$289K -$14.2K -456 -5%
FG
180
Fiduciary Group
Georgia
$282K
OCG
181
Opus Capital Group
Ohio
$269K -$3.44M -110,406 -93%
TC
182
Trilogy Capital
California
$268K +$268K +8,593 New
OIA
183
Optimum Investment Advisors
Illinois
$265K -$1.56K -50 -0.6%
APP
184
Avantax Planning Partners
Iowa
$263K +$263K +8,435 New
NFG
185
Next Financial Group
Texas
$255K -$46.7K -1,497 -15%
GWM
186
Gray Wealth Management
Maine
$250K -$12.5K -400 -5%
JWBC
187
John W. Brooker & Co
California
$248K -$72.5K -2,330 -23%
QPWM
188
Quadrant Private Wealth Management
Pennsylvania
$248K -$30.9K -991 -11%
ADL
189
Asset Dedication LLC
California
$246K +$1.87K +60 +0.8%
FFA
190
Fragasso Financial Advisors
Pennsylvania
$239K +$125 +4 +0.1%
JPLA
191
Joseph P. Lucia & Associates
New York
$238K
AFP
192
Ausdal Financial Partners
Iowa
$237K -$8.65K -278 -4%
OPS
193
Orion Portfolio Solutions
Nebraska
$235K -$137K -4,410 -37%
WI
194
Wintrust Investments
Illinois
$234K +$234K +7,522 New
BSW
195
Buckingham Strategic Wealth
Missouri
$232K +$232K +7,436 New
CBN
196
Cadence Bank NA
Texas
$227K +$227K +7,284 New
AI
197
Accredited Investors
Minnesota
$225K +$225K +7,229 New
AWP
198
Abacus Wealth Partners
California
$219K +$219K +7,042 New
BW
199
Bison Wealth
Georgia
$213K -$13.7K -441 -6%
MWP
200
Moller Wealth Partners
$212K -$53.5K -1,719 -20%