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WisdomTree US SmallCap Dividend Fund

292 hedge funds and large institutions have $867M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+46
Holders Change %
+18.7%
% of All Funds
5.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
59
Increased
97
Reduced
84
Closed
9
Calls
$525K
Puts
$206K
Net Calls
+$319K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
201
Sowell Financial Services
Arkansas
$222K -$3.58K -125 -2%
TWM
202
Titus Wealth Management
California
$219K -$20.2K -705 -8%
FANJ
203
Financial Architects (New Jersey)
New Jersey
$217K
OIA
204
OneDigital Investment Advisors
Kansas
$213K +$213K +7,426 New
CBN
205
Cadence Bank NA
Texas
$212K
OC
206
Oarsman Capital
Wisconsin
$211K
QPWM
207
Quadrant Private Wealth Management
Pennsylvania
$211K +$1.46K +51 +0.7%
EH
208
Equitable Holdings
New York
$207K +$207K +7,230 New
FAIM
209
Financial Advocates Investment Management
Washington
$206K +$206K +7,167 New
IAN
210
Integrated Advisors Network
Texas
$204K +$204K +7,129 New
VFA
211
Voya Financial Advisors
Connecticut
$203K +$203K +7,087 New
AA
212
Ancora Advisors
Ohio
$203K +$203K +7,242 New
DAS
213
Dynamic Advisor Solutions
Arizona
$201K -$110K -3,847 -35%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$201K
OPS
215
Orion Portfolio Solutions
Nebraska
$199K +$199K +6,928 New
BFEC
216
Benjamin F. Edwards & Company
Missouri
$191K -$3.98K -139 -2%
IBOK
217
Independence Bank of Kentucky
Kentucky
$187K
BW
218
Bison Wealth
Georgia
$179K -$38.7K -1,351 -18%
Citigroup
219
Citigroup
New York
$173K +$12.2K +423 +8%
MA
220
MUFG Americas
New York
$146K
IFWM
221
Institute for Wealth Management
Colorado
$145K +$145K +5,053 New
FCFS
222
First Command Financial Services
Texas
$135K +$36.8K +1,279 +37%
FCB
223
First Command Bank
Texas
$135K +$36.8K +1,279 +37%
ADL
224
Asset Dedication LLC
California
$132K +$5.59K +196 +4%
US Bancorp
225
US Bancorp
Minnesota
$131K