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WisdomTree US SmallCap Dividend Fund

274 hedge funds and large institutions have $795M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+9
Holders Change %
+3.4%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
75
Reduced
112
Closed
28
Calls
$710K
Puts
Net Calls
+$710K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$82.1M +$11.2M +358,272 +16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$51.8M -$5.4M -173,235 -9%
Creative Planning
3
Creative Planning
Kansas
$47.9M -$344K -11,030 -0.7%
Bank of America
4
Bank of America
North Carolina
$46.2M +$9.93M +318,824 +27%
UBS Group
5
UBS Group
Switzerland
$40.8M -$534K -17,135 -1%
LPL Financial
6
LPL Financial
California
$33.7M +$2.41M +77,516 +8%
UCFA
7
United Capital Financial Advisors
Texas
$31.3M +$235K +7,553 +0.8%
M&T Bank
8
M&T Bank
New York
$30.2M -$3.08M -98,791 -9%
Wells Fargo
9
Wells Fargo
California
$23.1M +$3.06M +98,342 +15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$20.9M +$566K +18,181 +3%
VCS
11
Vaughan & Co Securities
New Jersey
$18.3M +$700K +22,476 +4%
Ameriprise
12
Ameriprise
Minnesota
$16.6M +$343K +10,996 +2%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.8M +$196K +6,299 +1%
KeyBank National Association
14
KeyBank National Association
Ohio
$13.6M +$884K +28,373 +7%
AssetMark Inc
15
AssetMark Inc
California
$13.1M -$6.14M -196,979 -32%
HNB
16
Huntington National Bank
Ohio
$11.7M -$8.15M
Osaic Holdings
17
Osaic Holdings
Arizona
$11.5M +$231K +7,388 +2%
JFA
18
JNBA Financial Advisors
Minnesota
$11.4M +$1.29M +41,364 +13%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.3M -$1.03M -33,015 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$11.2M +$1.84M +59,069 +20%
DWM
21
Destination Wealth Management
California
$8.93M -$626K -20,106 -7%
KAS
22
Kestra Advisory Services
Texas
$8.7M -$1.35M -43,179 -13%
RJA
23
Raymond James & Associates
Florida
$5.79M -$615K -19,745 -10%
HA
24
HC Advisors
Georgia
$5.33M +$161K +5,158 +3%
SL
25
Salomon & Ludwin
Virginia
$5.14M -$432K -13,865 -8%