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WisdomTree US SmallCap Dividend Fund

293 hedge funds and large institutions have $844M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
24
Increased
114
Reduced
98
Closed
22
Calls
$300K
Puts
Net Calls
+$300K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
176
Scotia Capital
Ontario, Canada
$334K -$61.8K -1,940 -16%
ADL
177
Asset Dedication LLC
California
$334K +$8.33K +261 +3%
Invesco
178
Invesco
Georgia
$329K -$55.5K -1,742 -14%
PCS
179
Personal CFO Solutions
New Jersey
$328K -$27.5K -862 -8%
BA
180
Bristlecone Advisors
Washington
$316K +$22.3K +700 +8%
MWM
181
Marion Wealth Management
Pennsylvania
$312K -$10.7K -336 -3%
VCA
182
Verdence Capital Advisors
Maryland
$311K +$892 +28 +0.3%
BFG
183
Berger Financial Group
Minnesota
$307K
OIA
184
OneDigital Investment Advisors
Kansas
$302K -$3.22K -101 -1%
DWT
185
Dorsey & Whitney Trust
South Dakota
$297K -$109K -3,420 -27%
1IA
186
1834 Investment Advisors
Wisconsin
$295K
MFS
187
Madrona Financial Services
Washington
$287K
FG
188
Fiduciary Group
Georgia
$285K +$4.06K +140 +1%
PWM
189
Perigon Wealth Management
California
$283K -$32 -1 -0%
EFS
190
Essex Financial Services
Connecticut
$280K +$280K +8,793 New
SB
191
Simmons Bank
Arkansas
$278K
RIA
192
Regal Investment Advisors
Michigan
$276K
SB
193
Strategic Blueprint
Georgia
$275K +$53.5K +1,680 +24%
DWMG
194
DB Wealth Management Group
California
$272K +$180K +5,640 +194%
OCM
195
One Capital Management
California
$265K +$265K +8,343 New
AA
196
AlphaMark Advisors
Kentucky
$260K -$44.5K -1,395 -15%
GWM
197
Gray Wealth Management
Maine
$256K
JWBC
198
John W. Brooker & Co
California
$247K +$64 +2 +0%
VW
199
Vance Wealth
California
$246K
OPS
200
Orion Portfolio Solutions
Nebraska
$245K +$245K +7,697 New