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WisdomTree US SmallCap Dividend Fund

240 hedge funds and large institutions have $553M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 108 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
61
Reduced
108
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.5M -$4.01M -190,114 -9%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$39.4M -$427K -20,262 -1%
Creative Planning
3
Creative Planning
Kansas
$34.7M +$1.65M +78,195 +5%
UBS Group
4
UBS Group
Switzerland
$27M -$2.12M -100,476 -7%
Bank of America
5
Bank of America
North Carolina
$24.2M -$170K -8,079 -0.7%
M&T Bank
6
M&T Bank
New York
$21.9M -$330K -15,646 -1%
LPL Financial
7
LPL Financial
California
$20.9M -$347K -16,461 -2%
UCFA
8
United Capital Financial Advisors
Texas
$20.8M -$556K -26,366 -3%
Wells Fargo
9
Wells Fargo
California
$17.4M -$2.87M -135,971 -14%
KAS
10
Kestra Advisory Services
Texas
$14.7M +$14.7M +697,864 New
AssetMark Inc
11
AssetMark Inc
California
$13.6M -$4.2M -199,317 -24%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.3M +$199K +9,439 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$11.9M +$518K +24,576 +5%
VCS
14
Vaughan & Co Securities
New Jersey
$11.6M +$374K +17,754 +3%
Ameriprise
15
Ameriprise
Minnesota
$11.5M +$67.6K +3,209 +0.6%
EWMCB
16
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.99M +$115K +5,446 +1%
KeyBank National Association
17
KeyBank National Association
Ohio
$8.91M +$634K +30,054 +8%
DWM
18
Destination Wealth Management
California
$8.55M +$249K +11,834 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$7.32M +$841K +39,869 +13%
FMLI
20
Fukoku Mutual Life Insurance
Japan
$6.32M
OCG
21
Opus Capital Group
Ohio
$5.8M -$108K -5,120 -2%
RJA
22
Raymond James & Associates
Florida
$5.11M -$398K -18,894 -7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.58M +$221K +10,498 +5%
CCP
24
Cardan Capital Partners
Colorado
$4.35M -$395K -18,750 -8%
SL
25
Salomon & Ludwin
Virginia
$4.22M -$690K -32,746 -14%