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WisdomTree US SmallCap Dividend Fund

272 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
90
Reduced
93
Closed
25
Calls
$427K
Puts
Net Calls
+$427K
Net Calls Change
-$283K
Name Holding Trade Value Shares
Change
Shares
Change %
JWBC
176
John W. Brooker & Co
California
$254K +$96 +3 +0%
NB
177
Northwest Bancshares
Pennsylvania
$252K -$88.7K -2,774 -26%
ADL
178
Asset Dedication LLC
California
$252K
WI
179
Wintrust Investments
Illinois
$251K +$11.2K +350 +5%
RIA
180
Regal Investment Advisors
Michigan
$246K +$246K +7,700 New
NFG
181
Next Financial Group
Texas
$244K -$16.8K -526 -6%
AFP
182
Ausdal Financial Partners
Iowa
$244K +$798 +25 +0.3%
FFA
183
Fragasso Financial Advisors
Pennsylvania
$241K -$3.6K -113 -1%
MFS
184
McNamara Financial Services
Massachusetts
$239K +$239K +7,503 New
BSW
185
Buckingham Strategic Wealth
Missouri
$237K
AI
186
Accredited Investors
Minnesota
$231K
JPLA
187
Joseph P. Lucia & Associates
New York
$229K -$14.3K -450 -6%
SCA
188
Snowden Capital Advisors
New York
$223K +$15.4K +483 +7%
CF
189
Centaurus Financial
California
$221K -$276K -8,658 -56%
SWM
190
Spire Wealth Management
Virginia
$218K -$1.3M -40,780 -86%
BW
191
Bison Wealth
Georgia
$217K -$764 -24 -0.4%
MWP
192
Moller Wealth Partners
$217K
OPS
193
Orion Portfolio Solutions
Nebraska
$216K -$25K -782 -10%
IF
194
Intrua Financial
Texas
$209K -$3.2K -99 -2%
OC
195
Oakworth Capital
Alabama
$205K
GWM
196
Geneos Wealth Management
Colorado
$204K +$349 +11 +0.2%
AWP
197
Abacus Wealth Partners
California
$204K -$20.8K -651 -9%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$201K
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$200K -$839K -26,381 -81%
1IA
200
1834 Investment Advisors
Wisconsin
$194K -$273K -8,558 -58%