DES icon

WisdomTree US SmallCap Dividend Fund

294 hedge funds and large institutions have $839M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
110
Reduced
108
Closed
17
Calls
$1.47M
Puts
Net Calls
+$1.47M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
VCA
201
Verdence Capital Advisors
Maryland
$282K
MOS
202
MGO One Seven
Ohio
$281K -$24.5K -852 -8%
ADL
203
Asset Dedication LLC
California
$277K
BRWA
204
B. Riley Wealth Advisors
Florida
$270K +$11.5K +400 +4%
IWC
205
Integrated Wealth Concepts
Massachusetts
$267K -$21.9K -759 -8%
Lido Advisors
206
Lido Advisors
California
$256K +$256K +8,900 New
NA
207
NewEdge Advisors
Louisiana
$254K -$137K -4,760 -35%
MCP
208
Mirador Capital Partners
California
$254K +$3.51K +122 +1%
LPT
209
Legacy Private Trust
Wisconsin
$252K -$78K -2,708 -24%
MFS
210
Madrona Financial Services
Washington
$246K -$37.1K -1,288 -13%
GWM
211
Gray Wealth Management
Maine
$243K -$4.46K -155 -2%
BFG
212
Berger Financial Group
Minnesota
$232K
JWCA
213
J.W. Cole Advisors
Florida
$226K -$199K -6,921 -47%
JWBC
214
John W. Brooker & Co
California
$223K -$461 -16 -0.2%
VW
215
Vance Wealth
California
$222K
FPAS
216
Focus Partners Advisor Solutions
Missouri
$218K +$218K +7,559 New
AF
217
Allworth Financial
California
$207K -$22.1K -769 -10%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$206K +$23.2K +806 +13%
RA
219
Rockingstone Advisors
Massachusetts
$202K +$202K +7,000 New
SWP
220
Stratos Wealth Partners
Ohio
$201K +$201K +6,985 New
RJT
221
Raymond James Trust
Florida
$201K -$101K -3,500 -33%
GWM
222
Geneos Wealth Management
Colorado
$189K -$42.4K -1,471 -18%
HI
223
Harbour Investments
Wisconsin
$173K +$11K +382 +7%
OIA
224
Optimum Investment Advisors
Illinois
$163K
CT
225
Colonial Trust
South Carolina
$153K