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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $680M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+25
Holders Change %
+10.42%
% of All Funds
4.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
50
Increased
68
Reduced
105
Closed
18
Calls
$982K
Puts
–
Net Calls
+$982K
Net Calls Change
+$982K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.18M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.73M
3
JFA
JNBA Financial Advisors
Minnesota
+$3.91M
4
PPW
Pasadena Private Wealth
California
+$3.38M
5
FTUS
Flow Traders U.S.
New York
+$1.42M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$9.94M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.01M
3
FMLI
Fukoku Mutual Life Insurance
Japan
-$6.32M
4
Wells Fargo
Wells Fargo
California
-$4.93M
5
OCG
Opus Capital Group
Ohio
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
201
TCI Wealth Advisors
Arizona
$127K – – –
AF
202
Advisornet Financial
Minnesota
$126K -$27.1K -1,018 -18%
SFG
203
Sowa Financial Group
Rhode Island
$121K -$17.1K -639 -12%
NC
204
NewSquare Capital
Pennsylvania
$112K +$64K +2,400 +133%
WB
205
Webster Bank
Connecticut
$107K -$74.7K -2,820 -41%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$103K -$50.1K -1,882 -33%
MA
207
MCF Advisors
Kentucky
$96K – – –
CFGS
208
Concourse Financial Group Securities
Alabama
$95K +$2.79K +105 +3%
HWA
209
Heritage Wealth Advisors
Virginia
$92K – – –
GRP
210
Global Retirement Partners
California
$91K -$21.1K -792 -19%
AA
211
Ancora Advisors
Ohio
$91K – – –
PWM
212
Perigon Wealth Management
California
$88K +$88K +3,321 New
RPCA
213
Running Point Capital Advisors
California
$87K +$87K +3,256 New
MFT
214
Moisand Fitzgerald Tamayo
Florida
$86K – – –
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$80K +$23.4K +877 +41%
FNBOSM
216
First National Bank of South Miami
Florida
$78K -$176K -6,637 -69%
TCOV
217
Trust Company of Vermont
Vermont
$73K -$60.6K -2,252 -45%
OIM
218
Oder Investment Management
California
$70K +$70K +2,616 New
CMBA
219
C.M. Bidwell & Associates
Hawaii
$66K – – –
APWA
220
Atlas Private Wealth Advisors
New Jersey
$60K – – –
VCM
221
Versant Capital Management
Arizona
$51K – – –
WEC
222
Winslow Evans & Crocker
Massachusetts
$51K +$8.05K +300 +19%
TFM
223
TFC Financial Management
Massachusetts
$47K – – –
AIM
224
Anchor Investment Management
South Carolina
$45.4K – – –
CAAS
225
Capital Asset Advisory Services
Michigan
$44K +$44K +1,644 New
7 8
9
10 11