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WisdomTree US SmallCap Dividend Fund

292 hedge funds and large institutions have $867M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+46
Holders Change %
+18.7%
% of All Funds
5.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
59
Increased
97
Reduced
84
Closed
9
Calls
$525K
Puts
$206K
Net Calls
+$319K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$88.2M +$2.74M +95,449 +3%
UBS Group
2
UBS Group
Switzerland
$66.1M -$690K -24,064 -1%
Bank of America
3
Bank of America
North Carolina
$52.4M -$2.55M -88,894 -5%
Creative Planning
4
Creative Planning
Kansas
$37.6M +$3.29M +114,595 +10%
Wells Fargo
5
Wells Fargo
California
$30.8M -$1.36M -47,365 -4%
LPL Financial
6
LPL Financial
California
$30.8M +$3.75M +130,687 +14%
UCFA
7
United Capital Financial Advisors
Texas
$27.5M +$953K +33,231 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$22.5M -$364K -12,685 -2%
AssetMark Inc
9
AssetMark Inc
California
$19.5M -$3.76K -131 -0%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19M -$1.59M -55,330 -8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$18M -$1.25M -43,455 -6%
Ameriprise
12
Ameriprise
Minnesota
$17.9M +$988K +34,479 +6%
CWM
13
Connecticut Wealth Management
Connecticut
$16.7M -$376K -13,096 -2%
PFM
14
Parsec Financial Management
North Carolina
$16.6M -$2.41M -84,190 -13%
VCS
15
Vaughan & Co Securities
New Jersey
$15.1M +$15.1M +525,546 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$12.9M -$414K -14,424 -3%
RJA
17
Raymond James & Associates
Florida
$12.6M -$757K -26,404 -6%
KeyBank National Association
18
KeyBank National Association
Ohio
$11.9M +$1.42M +49,416 +14%
EWMCB
19
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11.1M +$250K +8,734 +2%
SL
20
Salomon & Ludwin
Virginia
$10.8M -$903K -31,501 -8%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$9.46M +$366K +12,760 +4%
DWM
22
Destination Wealth Management
California
$9.22M +$174K +6,064 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.89M +$313K +10,898 +4%
OCG
24
Opus Capital Group
Ohio
$8.81M +$187K +6,504 +2%
PP
25
Palladium Partners
Virginia
$8.71M -$1.8M -62,775 -17%