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WisdomTree US SmallCap Dividend Fund

294 hedge funds and large institutions have $841M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
Holders Change %
0%
% of All Funds
4.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
105
Reduced
101
Closed
22
Calls
$271K
Puts
Net Calls
+$271K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Shares
Change %
NHT
176
New Hampshire Trust
New Hampshire
$340K -$3.28K -115 -1%
ASN
177
Advisory Services Network
Georgia
$335K +$86 +3 +0%
MBT
178
Montecito Bank & Trust
California
$330K -$21K -735 -6%
LPT
179
Legacy Private Trust
Wisconsin
$327K -$1.13M -39,619 -78%
OIA
180
OneDigital Investment Advisors
Kansas
$324K -$6.48K -227 -2%
PWM
181
Perigon Wealth Management
California
$320K +$743 +26 +0.2%
CASB
182
Cape Ann Savings Bank
Massachusetts
$319K
D
183
Diversified
Delaware
$314K -$6K -210 -2%
SIC
184
Sterling Investment Counsel
New York
$311K
AIA
185
Ally Invest Advisors
North Carolina
$306K +$306K +10,717 New
MOS
186
MGO One Seven
Ohio
$303K +$38.9K +1,362 +15%
SEP
187
Southland Equity Partners
Missouri
$299K -$657 -23 -0.2%
RJT
188
Raymond James Trust
Florida
$299K +$52.1K +1,827 +21%
HWM
189
HB Wealth Management
Georgia
$296K
William Blair & Company
190
William Blair & Company
Illinois
$291K +$114 +4 +0%
IWC
191
Integrated Wealth Concepts
Massachusetts
$287K +$44.4K +1,553 +18%
CCM
192
Colorado Capital Management
Colorado
$284K -$63.7K -2,229 -18%
BFW
193
Brady Family Wealth
Missouri
$283K -$4.17K -146 -1%
MFS
194
Madrona Financial Services
Washington
$280K +$35.6K +1,248 +15%
VCA
195
Verdence Capital Advisors
Maryland
$280K
PCS
196
Personal CFO Solutions
New Jersey
$280K +$280K +9,790 New
ADL
197
Asset Dedication LLC
California
$275K
BRWA
198
B. Riley Wealth Advisors
Florida
$256K +$40.4K +1,413 +19%
SAM
199
Silvercrest Asset Management
New York
$254K
Invesco
200
Invesco
Georgia
$253K -$32.1K -1,125 -11%