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WisdomTree US SmallCap Dividend Fund

240 hedge funds and large institutions have $553M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 108 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
61
Reduced
108
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$45K -$890 -42 -2%
VCM
202
Versant Capital Management
Arizona
$40K
NC
203
NewSquare Capital
Pennsylvania
$38K +$14.9K +705 +64%
TFM
204
TFC Financial Management
Massachusetts
$37K +$37K +1,773 New
AIM
205
Anchor Investment Management
South Carolina
$36K
WEC
206
Winslow Evans & Crocker
Massachusetts
$34K -$4.25K -200 -11%
PO
207
Private Ocean
California
$34K +$34K +1,626 New
PP
208
PrairieView Partners
Minnesota
$29K
PCG
209
Private Capital Group
Connecticut
$28K -$4.54K -216 -14%
S
210
SignatureFD
Georgia
$24K
Citigroup
211
Citigroup
New York
$21K -$58.1K -2,702 -73%
MWC
212
MBM Wealth Consultants
Missouri
$20K
LFG
213
LifePlan Financial Group
Ohio
$20K +$897 +43 +5%
CB
214
Community Bank
New York
$19K
VNA
215
Valley National Advisers
Pennsylvania
$19K
HFA
216
Hoover Financial Advisors
Pennsylvania
$19K
ABC
217
Associated Banc-Corp
Wisconsin
$16K
CSPIA
218
Cary Street Partners Investment Advisory
Virginia
$16K +$16K +757 New
EFSCE
219
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$13K +$132 +6 +1%
AIP
221
Ameritas Investment Partners
Nebraska
$12K
CFO
222
CVA Family Office
Colorado
$11K
FFW
223
Fusion Family Wealth
New York
$10K
PB
224
Pinnacle Bancorp
Nebraska
$9K
EAM
225
Eukles Asset Management
Ohio
$5K