DES icon

WisdomTree US SmallCap Dividend Fund

147 hedge funds and large institutions have $507M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.93%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
22
Increased
63
Reduced
42
Closed
16
Calls
$1.41M
Puts
$1.61M
Net Calls
-$207K
Net Calls Change
+$638K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$62.2M +$4.14M +173,490 +7%
UBS Group
2
UBS Group
Switzerland
$35.9M +$1.37M +57,516 +4%
Wells Fargo
3
Wells Fargo
California
$33M -$257K -10,743 -0.8%
Bank of America
4
Bank of America
North Carolina
$23.6M +$1.31M +54,795 +6%
UCFA
5
United Capital Financial Advisors
Texas
$20.7M -$113K -4,692 -0.5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$20.5M -$804K -33,645 -4%
PV
7
Private Vista
Illinois
$20M +$604K +24,816 +3%
PP
8
Palladium Partners
Virginia
$17.9M -$24.1K -1,008 -0.1%
FIG
9
FundX Investment Group
California
$14.2M +$14.2M +594,081 New
LPL Financial
10
LPL Financial
California
$13.3M -$12.7M -532,788 -49%
Creative Planning
11
Creative Planning
Kansas
$12.9M +$552K +23,118 +4%
PFM
12
Parsec Financial Management
North Carolina
$11.8M +$298K +12,456 +3%
SWM
13
SVA Wealth Management
Wisconsin
$10.7M -$30.2K -1,266 -0.3%
AssetMark Inc
14
AssetMark Inc
California
$10.2M -$728K -30,480 -7%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$10M +$1.16M +48,372 +13%
HCM
16
Hengehold Capital Management
Ohio
$10M -$186K -7,773 -2%
OCG
17
Opus Capital Group
Ohio
$9.42M +$21.6K +906 +0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.81M +$5.04M +210,918 +182%
SIA
19
Starfire Investment Advisers
Michigan
$7.37M +$439K +18,360 +6%
CLA
20
Cranberry Lake Advisors
Texas
$6.81M
Goldman Sachs
21
Goldman Sachs
New York
$6.75M +$76.5K +3,204 +1%
EWMCB
22
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.53M +$293K +12,291 +5%
LYV
23
Live Your Vision
Pennsylvania
$6.33M +$4.39M +183,765 +226%
JWM
24
Jacobus Wealth Management
Wisconsin
$5.94M -$15.7K -657 -0.3%
BFG
25
Beacon Financial Group
Texas
$5.24M +$15.8K +675 +0.3%