DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

276 hedge funds and large institutions have $767M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
87
Reduced
101
Closed
19
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
+$79K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$4.12M
2
BWM
BCS Wealth Management
Tennessee
+$3.72M
3
Creative Planning
Creative Planning
Kansas
+$2.77M
4
GIA
Gladstone Institutional Advisory
Florida
+$1.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.24M
2
SFS
Sowell Financial Services
Arkansas
-$3.68M
3
JFA
JNBA Financial Advisors
Minnesota
-$2.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
5
WAM
WealthTrust Asset Management
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
176
Truist Financial
North Carolina
$281K -$24.6K -799 -8%
FVCM
177
F&V Capital Management
Florida
$278K – – –
1IA
178
1834 Investment Advisors
Wisconsin
$278K +$90.5K +2,936 +48%
XF
179
XML Financial
Maryland
$276K -$138K -4,457 -33%
MFS
180
McNamara Financial Services
Massachusetts
$275K +$43.3K +1,404 +19%
MFS
181
Madrona Financial Services
Washington
$271K +$271K +8,795 New
RIA
182
Regal Investment Advisors
Michigan
$267K +$30K +975 +13%
SCA
183
Snowden Capital Advisors
New York
$266K +$50.4K +1,634 +23%
BA
184
Bristlecone Advisors
Washington
$262K -$926 -30 -0.4%
ATPW
185
Ashton Thomas Private Wealth
Arizona
$256K -$37.7K -1,224 -13%
GWM
186
Gray Wealth Management
Maine
$247K – – –
QPWM
187
Quadrant Private Wealth Management
Pennsylvania
$245K – – –
WI
188
Wintrust Investments
Illinois
$243K – – –
JWBC
189
John W. Brooker & Co
California
$238K -$7.23K -235 -3%
NFG
190
Next Financial Group
Texas
$233K -$2.96K -96 -1%
AFP
191
Ausdal Financial Partners
Iowa
$224K -$11.7K -378 -5%
AI
192
Accredited Investors
Minnesota
$223K – – –
EGA
193
Eagle Global Advisors
Texas
$222K +$222K +7,200 New
Jones Financial Companies
194
Jones Financial Companies
Missouri
$217K +$125K +4,068 +137%
TSS
195
Two Sigma Securities
New York
$214K +$214K +6,936 New
MOS
196
MGO One Seven
Ohio
$212K -$429K -13,417 -67%
SWM
197
Spire Wealth Management
Virginia
$211K +$93 +3 +0%
MWP
198
Moller Wealth Partners
$210K – – –
FCA
199
FinTrust Capital Advisors
South Carolina
$210K +$31.4K +1,018 +18%
SB
200
Strategic Blueprint
Georgia
$208K -$317K -10,309 -60%
6 7
8
9 10