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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

297 hedge funds and large institutions have $860M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+21
Holders Change %
+7.61%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
50
Increased
112
Reduced
75
Closed
25
Calls
$476K
Puts
$217K
Net Calls
+$259K
Net Calls Change
-$247K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.6M
2
Wells Fargo
Wells Fargo
California
$27.8M
3
Citadel Advisors
Citadel Advisors
Florida
$2.83M
4
AWM
Apollon Wealth Management
South Carolina
$1.91M
5
WP
WealthShield Partners
North Carolina
$1.32M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.5M
2
FTUS
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.6M
4
PWAC
Private Wealth Advisors (California)
California
$0
5
JFA
JNBA Financial Advisors
Minnesota
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
226
TCI Wealth Advisors
Arizona
$157K – – –
EWM
227
Evermay Wealth Management
Virginia
$153K – – –
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$147K +$147K +4,475 New
LFG
229
Larson Financial Group
Missouri
$130K -$173K -5,262 -57%
VCM
230
Vigilant Capital Management
Maine
$129K +$129K +3,937 New
HWA
231
Heritage Wealth Advisors
Virginia
$114K – – –
CFGS
232
Concourse Financial Group Securities
Alabama
$113K – – –
AF
233
Advisornet Financial
Minnesota
$113K +$1.08K +33 +1%
MFT
234
Moisand Fitzgerald Tamayo
Florida
$107K – – –
FNBOSM
235
First National Bank of South Miami
Florida
$97K – – –
DWMG
236
DB Wealth Management Group
California
$95K – – –
VCM
237
Viewpoint Capital Management
Washington
$94K +$94K +2,856 New
SCA
238
Snowden Capital Advisors
New York
$89K -$194K -5,900 -69%
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
$88K -$50.6K -1,536 -37%
FCB
240
First Command Bank
Texas
$86K – – –
WB
241
Webster Bank
Connecticut
$86K – – –
TCOV
242
Trust Company of Vermont
Vermont
$86K +$86K +2,625 New
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$84K +$84K +2,566 New
PA
244
PSI Advisors
Florida
$77K -$6.47K -198 -8%
COCM
245
Charter Oak Capital Management
New Hampshire
$68K +$24.6K +754 +57%
CCM
246
Covington Capital Management
California
$66K – – –
VCM
247
Versant Capital Management
Arizona
$64K – – –
MTIC
248
Missouri Trust & Investment Company
Missouri
$62K +$62K +1,875 New
CM
249
Cornerstone Management
Georgia
$59.1K +$59.1K +1,799 New
HI
250
Harbour Investments
Wisconsin
$56K -$69.2K -2,124 -55%
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