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WisdomTree US SmallCap Dividend Fund

246 hedge funds and large institutions have $792M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
86
Reduced
83
Closed
20
Calls
$517K
Puts
$317K
Net Calls
+$200K
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Shares
Change %
MFT
201
Moisand Fitzgerald Tamayo
Florida
$89K
SIM
202
Sonora Investment Management
Arizona
$88K +$79.6K +2,909 +951%
CAL
203
Capital Advisors Ltd
Ohio
$73K
JFGIW
204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K
IFAM
205
Institutional & Family Asset Management
Colorado
$70K
CMBA
206
C.M. Bidwell & Associates
Hawaii
$68K
SBL
207
Sargent Bickham Lagudis
Colorado
$64K
MWP
208
MYCIO Wealth Partners
Pennsylvania
$63K +$5.36K +195 +9%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$56K
VCM
210
Versant Capital Management
Arizona
$53K
PCG
211
Private Capital Group
Connecticut
$52K -$32.6K -1,191 -39%
WEC
212
Winslow Evans & Crocker
Massachusetts
$52K
TWA
213
TCI Wealth Advisors
Arizona
$51K
AIM
214
Anchor Investment Management
South Carolina
$46.7K
WP
215
WealthShield Partners
North Carolina
$45K +$45K +1,637 New
GWAG
216
Garrett Wealth Advisory Group
Texas
$40.8K +$40.8K +1,491 New
SF
217
Synovus Financial
Georgia
$39K
JCM
218
Jacobi Capital Management
Pennsylvania
$38K +$357 +13 +0.9%
CFB
219
Cullen/Frost Bankers
Texas
$33K +$33K +1,191 New
S
220
SignatureFD
Georgia
$32K
MGIA
221
Moneta Group Investment Advisors
Missouri
$26K +$26K +950 New
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$25K -$474K -17,027 -95%
LFG
223
LifePlan Financial Group
Ohio
$25K
CB
224
Community Bank
New York
$25K
MWC
225
MBM Wealth Consultants
Missouri
$25K