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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

265 hedge funds and large institutions have $680M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+25
Holders Change %
+10.42%
% of All Funds
4.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
50
Increased
68
Reduced
105
Closed
18
Calls
$982K
Puts
–
Net Calls
+$982K
Net Calls Change
+$982K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.18M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.73M
3
JFA
JNBA Financial Advisors
Minnesota
+$3.91M
4
PPW
Pasadena Private Wealth
California
+$3.38M
5
FTUS
Flow Traders U.S.
New York
+$1.42M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$9.94M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.01M
3
FMLI
Fukoku Mutual Life Insurance
Japan
-$6.32M
4
Wells Fargo
Wells Fargo
California
-$4.93M
5
OCG
Opus Capital Group
Ohio
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.5M +$8.18M +307,673 +16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$48.8M -$828K -31,130 -2%
Creative Planning
3
Creative Planning
Kansas
$41.2M -$2.62M -98,320 -6%
UBS Group
4
UBS Group
Switzerland
$35.3M +$1.2M +44,934 +4%
Bank of America
5
Bank of America
North Carolina
$31M +$414K +15,566 +1%
M&T Bank
6
M&T Bank
New York
$28.4M +$814K +30,614 +3%
LPL Financial
7
LPL Financial
California
$26.7M +$368K +13,842 +1%
UCFA
8
United Capital Financial Advisors
Texas
$26.6M +$310K +11,660 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17.3M +$510K +19,164 +3%
Wells Fargo
10
Wells Fargo
California
$17.1M -$4.93M -185,193 -22%
AssetMark Inc
11
AssetMark Inc
California
$16.4M -$744K -27,966 -4%
VCS
12
Vaughan & Co Securities
New Jersey
$15.1M +$449K +16,892 +3%
Ameriprise
13
Ameriprise
Minnesota
$13.8M -$730K -27,442 -5%
EWMCB
14
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11.6M +$304K +11,437 +3%
KeyBank National Association
15
KeyBank National Association
Ohio
$10.8M -$402K -15,123 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.5M +$4.73M +177,864 +82%
Osaic Holdings
17
Osaic Holdings
Arizona
$9.64M +$408K +15,351 +4%
JFA
18
JNBA Financial Advisors
Minnesota
$8.67M +$3.91M +146,811 +82%
KAS
19
Kestra Advisory Services
Texas
$8.54M -$9.94M -375,261 -54%
DWM
20
Destination Wealth Management
California
$8.16M -$2.63M -98,826 -24%
HNB
21
Huntington National Bank
Ohio
$8.15M -$2.71M – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.96M -$7.01M -263,565 -47%
CCP
23
Cardan Capital Partners
Colorado
$5.64M +$159K +5,961 +3%
RJA
24
Raymond James & Associates
Florida
$5.47M -$974K -36,600 -15%
BFG
25
Beacon Financial Group
Texas
$5.12M -$75K -2,622 -1%
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