DES icon

WisdomTree US SmallCap Dividend Fund

241 hedge funds and large institutions have $575M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-22
Holders Change %
-8.37%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
70
Reduced
115
Closed
38
Calls
$239K
Puts
$6K
Net Calls
+$233K
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Shares
Change %
MFT
201
Moisand Fitzgerald Tamayo
Florida
$69K
SIM
202
Sonora Investment Management
Arizona
$68K
BFEC
203
Benjamin F. Edwards & Company
Missouri
$66K +$33.2K +1,567 +101%
FHA
204
Flagship Harbor Advisors
Massachusetts
$55K
CMBA
205
C.M. Bidwell & Associates
Hawaii
$53K
APWA
206
Atlas Private Wealth Advisors
New Jersey
$48K +$48K +2,250 New
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$150K -7,067 -77%
VCM
208
Versant Capital Management
Arizona
$41K
WEC
209
Winslow Evans & Crocker
Massachusetts
$38K
AIM
210
Anchor Investment Management
South Carolina
$36.2K -$2.01K -95 -5%
PCG
211
Private Capital Group
Connecticut
$33K
Fidelity Investments
212
Fidelity Investments
Massachusetts
$32K -$23.9K -1,138 -43%
PP
213
PrairieView Partners
Minnesota
$30K
SF
214
Synovus Financial
Georgia
$29K -$50K -2,385 -63%
S
215
SignatureFD
Georgia
$25K
NC
216
NewSquare Capital
Pennsylvania
$23K +$23K +1,095 New
MWC
217
MBM Wealth Consultants
Missouri
$20K
HFA
218
Hoover Financial Advisors
Pennsylvania
$20K +$20K +925 New
VNA
219
Valley National Advisers
Pennsylvania
$19K -$26.2K -1,220 -58%
US Bancorp
220
US Bancorp
Minnesota
$19K
LFG
221
LifePlan Financial Group
Ohio
$19K
CB
222
Community Bank
New York
$19K
ABC
223
Associated Banc-Corp
Wisconsin
$17K
EFSCE
224
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
AIP
225
Ameritas Investment Partners
Nebraska
$12K