DES icon

WisdomTree US SmallCap Dividend Fund

294 hedge funds and large institutions have $830M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.74%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
39
Increased
114
Reduced
83
Closed
22
Calls
$347K
Puts
$574K
Net Calls
-$227K
Net Calls Change
-$567K
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
176
Advisory Services Network
Georgia
$334K -$83.6K -2,938 -20%
OIA
177
OneDigital Investment Advisors
Kansas
$329K +$51.7K +1,818 +19%
PSF
178
Pacific Sun Financial
California
$323K -$44.9K -1,580 -12%
SFG
179
StrategIQ Financial Group
Indiana
$319K -$65.4K -2,300 -17%
D
180
Diversified
Delaware
$319K +$46.4K +1,630 +17%
PWM
181
Perigon Wealth Management
California
$318K +$66.6K +2,342 +26%
CASB
182
Cape Ann Savings Bank
Massachusetts
$318K -$1.85K -65 -0.6%
SIC
183
Sterling Investment Counsel
New York
$309K -$57.3K -2,013 -16%
EWA
184
EP Wealth Advisors
California
$309K -$4.69K -165 -1%
SEP
185
Southland Equity Partners
Missouri
$299K -$3.81K -134 -1%
HWM
186
HB Wealth Management
Georgia
$295K
AF
187
Allworth Financial
California
$294K -$207K -7,261 -41%
William Blair & Company
188
William Blair & Company
Illinois
$290K +$142 +5 +0%
PA
189
Parallel Advisors
California
$289K +$286K +10,062 +10,062%
BFW
190
Brady Family Wealth
Missouri
$286K +$286K +10,072 New
Invesco
191
Invesco
Georgia
$284K +$31.5K +1,108 +12%
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
$280K +$44.8K +1,576 +19%
VCA
193
Verdence Capital Advisors
Maryland
$279K
MA
194
Mutual Advisors
Nebraska
$277K +$277K +9,741 New
ADL
195
Asset Dedication LLC
California
$273K +$35.1K +1,242 +15%
MOS
196
MGO One Seven
Ohio
$263K +$263K +9,252 New
SAM
197
Silvercrest Asset Management
New York
$253K +$253K +8,891 New
FG
198
Fiduciary Group
Georgia
$249K
GWM
199
Geneos Wealth Management
Colorado
$247K +$26.8K +944 +12%
RJT
200
Raymond James Trust
Florida
$246K