DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

263 hedge funds and large institutions have $532M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-29
Holders Change %
-9.93%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
30
Increased
75
Reduced
118
Closed
53
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$330K

Top Buyers

1
M&T Bank
M&T Bank
New York
+$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.6M
3
AssetMark Inc
AssetMark Inc
California
+$4.51M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.79M
5
Creative Planning
Creative Planning
Kansas
+$3.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CWM
Connecticut Wealth Management
Connecticut
-$7.7M
3
HNB
Huntington National Bank
Ohio
-$5.61M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$4.99M
5
SHA
Seneca House Advisors
Virginia
-$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
201
Sowa Financial Group
Rhode Island
$90K -$88.5K -4,909 -50%
TWA
202
TCI Wealth Advisors
Arizona
$86K +$52.5K +2,919 +157%
ASN
203
Advisory Services Network
Georgia
$73K +$54 +3 +0.1%
Citigroup
204
Citigroup
New York
$69K -$39.4K -2,185 -36%
ONST
205
Old North State Trust
North Carolina
$69K – – –
FCM
206
Firestone Capital Management
Florida
$69K – – –
SF
207
Synovus Financial
Georgia
$68K -$125K -6,935 -65%
AA
208
Ancora Advisors
Ohio
$65K -$65K -3,621 -50%
HWA
209
Heritage Wealth Advisors
Virginia
$62.5K – – –
MFT
210
Moisand Fitzgerald Tamayo
Florida
$59K – – –
SIM
211
Sonora Investment Management
Arizona
$58K – – –
Fidelity Investments
212
Fidelity Investments
Massachusetts
$48K -$16K -886 -25%
CAL
213
Capital Advisors Ltd
Ohio
$48K – – –
FHA
214
Flagship Harbor Advisors
Massachusetts
$47K -$245K -13,685 -84%
IFAM
215
Institutional & Family Asset Management
Colorado
$46K – – –
CFGS
216
Concourse Financial Group Securities
Alabama
$45K -$5.83K -323 -11%
JFGIW
217
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K -$1.98K -110 -4%
CMBA
218
C.M. Bidwell & Associates
Hawaii
$45K – – –
VNA
219
Valley National Advisers
Pennsylvania
$38K +$9.61K +532 +34%
VCM
220
Versant Capital Management
Arizona
$35K -$2.16K -120 -6%
WEC
221
Winslow Evans & Crocker
Massachusetts
$34K – – –
AIM
222
Anchor Investment Management
South Carolina
$32.5K – – –
POIA
223
Pin Oak Investment Advisors
Texas
$30K – – –
RCA
224
Ranch Capital Advisors
Florida
$29K -$16.6K -948 -36%
BFEC
225
Benjamin F. Edwards & Company
Missouri
$28K -$93K -5,131 -77%
7 8
9
10 11