DES icon

WisdomTree US SmallCap Dividend Fund

283 hedge funds and large institutions have $719M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-11
Holders Change %
-3.74%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
28
Increased
106
Reduced
97
Closed
32
Calls
$340K
Puts
Net Calls
+$340K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
201
Optimum Investment Advisors
Illinois
$162K +$129 +5 +0.1%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$161K +$29K +1,128 +22%
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$139K +$11.3K +438 +9%
IBOK
204
Independence Bank of Kentucky
Kentucky
$127K
BBHC
205
Brown Brothers Harriman & Co
New York
$124K +$124K +4,828 New
Fidelity Investments
206
Fidelity Investments
Massachusetts
$120K -$8.28K -321 -6%
BONH
207
Bank of New Hampshire
New Hampshire
$112K
PTC
208
Private Trust Company
Ohio
$110K -$71.9K -2,784 -40%
EWM
209
Evermay Wealth Management
Virginia
$105K
VCM
210
Vigilant Capital Management
Maine
$101K
TWA
211
TCI Wealth Advisors
Arizona
$95K -$27.7K -1,080 -23%
MA
212
MCF Advisors
Kentucky
$93K
HWA
213
Heritage Wealth Advisors
Virginia
$89.3K
HI
214
Harbour Investments
Wisconsin
$87K
CFGS
215
Concourse Financial Group Securities
Alabama
$86K
LFG
216
Larson Financial Group
Missouri
$86K +$4.44K +173 +5%
MFT
217
Moisand Fitzgerald Tamayo
Florida
$84K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$81K -$5.22K -203 -6%
FNBOSM
219
First National Bank of South Miami
Florida
$76K
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$76K
VCM
221
Viewpoint Capital Management
Washington
$74K
CDIA
222
Capital Directions Investment Advisors
Georgia
$71K -$77K -2,746 Closed
GRP
223
Global Retirement Partners
California
$69K -$15.1K -518 -18%
WB
224
Webster Bank
Connecticut
$67K
HGERS
225
Householder Group Estate & Retirement Specialist
Arizona
$65K +$65K +2,550 New