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WisdomTree US SmallCap Dividend Fund

283 hedge funds and large institutions have $719M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-11
Holders Change %
-3.74%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
28
Increased
106
Reduced
97
Closed
32
Calls
$340K
Puts
Net Calls
+$340K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Shares
Change %
SEP
176
Southland Equity Partners
Missouri
$274K -$10.7K -414 -4%
HWM
177
HB Wealth Management
Georgia
$267K +$267K +10,368 New
FG
178
Fiduciary Group
Georgia
$262K
William Blair & Company
179
William Blair & Company
Illinois
$262K +$129 +5 +0%
VCA
180
Verdence Capital Advisors
Maryland
$252K +$1.95K +76 +0.8%
OIA
181
OneDigital Investment Advisors
Kansas
$251K +$1.18K +46 +0.5%
D
182
Diversified
Delaware
$246K +$246K +9,574 New
AF
183
Apexium Financial
Texas
$244K +$244K +9,494 New
WWM
184
Western Wealth Management
Colorado
$238K +$238K +9,274 New
MFS
185
Madrona Financial Services
Washington
$231K -$6.7K -260 -3%
Invesco
186
Invesco
Georgia
$229K -$24.3K -944 -10%
PWM
187
Perigon Wealth Management
California
$228K +$1.08K +42 +0.5%
SB
188
Simmons Bank
Arkansas
$225K
RJT
189
Raymond James Trust
Florida
$223K -$74.4K -2,886 -25%
OPS
190
Orion Portfolio Solutions
Nebraska
$223K
GWM
191
Gray Wealth Management
Maine
$222K +$5.15K +200 +2%
ADL
192
Asset Dedication LLC
California
$217K -$53.2K -2,061 -20%
BFG
193
Berger Financial Group
Minnesota
$217K -$20.6K -801 -9%
EFS
194
Essex Financial Services
Connecticut
$215K +$334 +13 +0.2%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$213K +$213K +8,283 New
Mariner
196
Mariner
Kansas
$211K +$211K +8,187 New
JWBC
197
John W. Brooker & Co
California
$199K +$77 +3 +0%
GWM
198
Geneos Wealth Management
Colorado
$198K -$89.7K -3,502 -31%
AA
199
AlphaMark Advisors
Kentucky
$189K -$18.1K -700 -9%
SC
200
Siena Capital
Ohio
$186K +$26 +1 +0%