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WisdomTree US SmallCap Dividend Fund

294 hedge funds and large institutions have $794M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
110
Reduced
93
Closed
22
Calls
$262K
Puts
Net Calls
+$262K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
201
One Capital Management
California
$235K
TC
202
Trilogy Capital
California
$234K +$234K +8,282 New
MWM
203
Marion Wealth Management
Pennsylvania
$227K -$49K -1,735 -18%
AA
204
AlphaMark Advisors
Kentucky
$226K -$3.52K -125 -2%
VW
205
Vance Wealth
California
$218K
JWBC
206
John W. Brooker & Co
California
$218K +$84 +3 +0%
AWC
207
Adamsbrown Wealth Consultants
Kansas
$215K -$166K -5,897 -44%
SC
208
Siena Capital
Ohio
$204K +$56 +2 +0%
LSPW
209
Lake Street Private Wealth
Illinois
$203K -$115K -4,085 -36%
BMD
210
Better Money Decisions
New Mexico
$199K
PTC
211
Private Trust Company
Ohio
$199K +$199K +7,041 New
JPLA
212
Joseph P. Lucia & Associates
New York
$180K -$4.23K -150 -2%
OIA
213
Optimum Investment Advisors
Illinois
$177K +$141 +5 +0.1%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$145K
CI
215
CX Institutional
Indiana
$142K +$142K +5,034 New
Fidelity Investments
216
Fidelity Investments
Massachusetts
$140K -$54.5K -1,934 -28%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$140K +$66.9K +2,369 +92%
IBOK
218
Independence Bank of Kentucky
Kentucky
$139K
RIM
219
Rockbridge Investment Management
New York
$136K -$649 -23 -0.5%
TWA
220
TCI Wealth Advisors
Arizona
$135K
BONH
221
Bank of New Hampshire
New Hampshire
$122K
EWM
222
Evermay Wealth Management
Virginia
$115K
VCM
223
Vigilant Capital Management
Maine
$111K
MA
224
MCF Advisors
Kentucky
$102K
HWA
225
Heritage Wealth Advisors
Virginia
$98K