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WisdomTree US SmallCap Dividend Fund

246 hedge funds and large institutions have $792M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
86
Reduced
83
Closed
20
Calls
$517K
Puts
$317K
Net Calls
+$200K
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$81.6M +$3.3M +120,428 +4%
UBS Group
2
UBS Group
Switzerland
$63.7M +$1.06M +38,808 +2%
Bank of America
3
Bank of America
North Carolina
$52.4M -$346K -12,625 -0.7%
Creative Planning
4
Creative Planning
Kansas
$32.7M +$1.93M +70,614 +6%
Wells Fargo
5
Wells Fargo
California
$30.7M -$3.62M -132,422 -11%
LPL Financial
6
LPL Financial
California
$25.8M -$447K -16,350 -2%
UCFA
7
United Capital Financial Advisors
Texas
$25.3M +$625K +22,826 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$21.8M +$61.5K +2,246 +0.3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$19.6M -$174K -6,365 -0.9%
AssetMark Inc
10
AssetMark Inc
California
$18.6M -$3.73M -136,228 -17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$18.4M +$492K +17,970 +3%
PFM
12
Parsec Financial Management
North Carolina
$18.2M -$696K -25,420 -4%
CWM
13
Connecticut Wealth Management
Connecticut
$16.3M +$62K +2,266 +0.4%
Ameriprise
14
Ameriprise
Minnesota
$16.2M +$838K +30,603 +5%
RJA
15
Raymond James & Associates
Florida
$12.7M -$311K -11,357 -2%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$12.7M -$1.46M -53,218 -10%
M&T Bank
17
M&T Bank
New York
$12.4M +$430K +15,703 +4%
SL
18
Salomon & Ludwin
Virginia
$11.2M -$260K -9,494 -2%
PP
19
Palladium Partners
Virginia
$10.9M +$1.28M +43,197 +13%
EWMCB
20
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.3M +$555K +20,284 +6%
KeyBank National Association
21
KeyBank National Association
Ohio
$9.98M +$2.15M +78,598 +27%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$8.68M -$612K -22,351 -7%
DWM
23
Destination Wealth Management
California
$8.63M +$293K +10,716 +4%
OCG
24
Opus Capital Group
Ohio
$8.23M -$1.85M -67,731 -18%
FMLI
25
Fukoku Mutual Life Insurance
Japan
$8.21M