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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $830M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
39
Increased
114
Reduced
83
Closed
22
Calls
$347K
Puts
$574K
Net Calls
-$227K
Net Calls Change
-$567K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.7M
2
LPL Financial
LPL Financial
California
$49.8M
3
UBS Group
UBS Group
Switzerland
$49.1M
4
GW
GW & Wade
Massachusetts
$4.83M
5
BCMO
Buckingham Capital Management (Ohio)
Ohio
$4.09M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$18M
2
AssetMark Inc
AssetMark Inc
California
$11.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29.9M
4
VCS
Vaughan & Co Securities
New Jersey
$3.5M
5
RIA
RPG Investment Advisory
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
226
Fidelity Investments
Massachusetts
$109K -$23.4K -823 -18%
TWA
227
TCI Wealth Advisors
Arizona
$105K – – –
MA
228
MCF Advisors
Kentucky
$103K – – –
HWA
229
Heritage Wealth Advisors
Virginia
$98.7K – – –
MFT
230
Moisand Fitzgerald Tamayo
Florida
$92.4K – – –
LFG
231
Larson Financial Group
Missouri
$88.5K -$6.77K -238 -7%
HI
232
Harbour Investments
Wisconsin
$84.6K -$3.58K -126 -4%
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$84.4K – – –
FNBOSM
234
First National Bank of South Miami
Florida
$84K – – –
VCM
235
Viewpoint Capital Management
Washington
$81.2K – – –
CDIA
236
Capital Directions Investment Advisors
Georgia
$79.5K +$79.5K +2,796 New
USCWA
237
U.S. Capital Wealth Advisors
Texas
$78.6K +$78.6K +2,765 New
CA
238
CoreCap Advisors
Michigan
$78.1K +$78.1K +2,745 New
RFA
239
Resurgent Financial Advisors
Georgia
$75.5K +$75.5K +2,655 New
WB
240
Webster Bank
Connecticut
$74K – – –
CFGS
241
Concourse Financial Group Securities
Alabama
$72.8K -$22.1K -777 -23%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$72K -$18.2K -636 -20%
EWM
243
Endurance Wealth Management
Rhode Island
$68K – – –
GRP
244
Global Retirement Partners
California
$67.3K +$57 +2 +0.1%
BEI
245
Benjamin Edwards Inc
Missouri
$65K +$2.44K +86 +4%
TCOV
246
Trust Company of Vermont
Vermont
$64K -$6.4K -225 -9%
PA
247
PSI Advisors
Florida
$57.5K +$1.08K +38 +2%
GT
248
Glenmede Trust
Pennsylvania
$56.5K +$11.4K +400 +25%
VCM
249
Versant Capital Management
Arizona
$55.3K – – –
IGWM
250
ICA Group Wealth Management
Colorado
$53.1K +$53.1K +1,865 New
8 9
10
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