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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

276 hedge funds and large institutions have $767M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
87
Reduced
101
Closed
19
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
+$79K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$4.12M
2
BWM
BCS Wealth Management
Tennessee
+$3.72M
3
Creative Planning
Creative Planning
Kansas
+$2.77M
4
GIA
Gladstone Institutional Advisory
Florida
+$1.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.24M
2
SFS
Sowell Financial Services
Arkansas
-$3.68M
3
JFA
JNBA Financial Advisors
Minnesota
-$2.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
5
WAM
WealthTrust Asset Management
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
Arkadios Wealth Advisors
Georgia
$82K +$4.38K +143 +6%
WB
227
Webster Bank
Connecticut
$80K -$9.71K -316 -11%
PA
228
PSI Advisors
Florida
$79K +$79K +2,553 New
GRP
229
Global Retirement Partners
California
$73K -$16.8K -542 -19%
APWA
230
Atlas Private Wealth Advisors
New Jersey
$69K – – –
CCM
231
Covington Capital Management
California
$62K +$62K +2,000 New
CIAS
232
Capital Investment Advisory Services
North Carolina
$61K -$274K -8,828 -82%
VCM
233
Versant Capital Management
Arizona
$60K – – –
TFM
234
TFC Financial Management
Massachusetts
$55K – – –
EVM
235
Eaton Vance Management
Massachusetts
$53K – – –
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$52K – – –
PO
237
Private Ocean
California
$50K – – –
CMBA
238
C.M. Bidwell & Associates
Hawaii
$45K -$24.8K -801 -36%
SIM
239
Sonora Investment Management
Arizona
$43K – – –
BWA
240
BDO Wealth Advisors
Florida
$43K – – –
COCM
241
Charter Oak Capital Management
New Hampshire
$41K -$309 -10 -0.7%
PP
242
PrairieView Partners
Minnesota
$40K -$3.08K -100 -7%
S
243
SignatureFD
Georgia
$36K – – –
PCG
244
Private Capital Group
Connecticut
$33K – – –
FGAM
245
Financial Gravity Asset Management
Texas
$31K – – –
MWC
246
MBM Wealth Consultants
Missouri
$29K – – –
BIA
247
Bell Investment Advisors
California
$28K +$28K +908 New
VNA
248
Valley National Advisers
Pennsylvania
$27K – – –
EIP
249
Ellis Investment Partners
Pennsylvania
$23K -$12K -397 -34%
JHCP
250
Jackson Hole Capital Partners
Oklahoma
$22K – – –
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