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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
97
Reduced
112
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
-$1.05M

Top Buyers

1
IWM
IHT Wealth Management
Illinois
$8.37M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.45M
3
Citadel Advisors
Citadel Advisors
Florida
$5.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
5
Bank of America
Bank of America
North Carolina
$52.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
$291K
2
HNB
Huntington National Bank
Ohio
$15.8M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$6.69M
4
Creative Planning
Creative Planning
Kansas
$45.1M
5
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
MCF Advisors
Kentucky
$102K – – –
HWA
227
Heritage Wealth Advisors
Virginia
$97.8K – – –
BFEC
228
Benjamin F. Edwards & Company
Missouri
$96K +$591 +21 +0.6%
MFT
229
Moisand Fitzgerald Tamayo
Florida
$91.6K – – –
LFG
230
Larson Financial Group
Missouri
$90.4K -$536 -19 -0.6%
VCM
231
Viewpoint Capital Management
Washington
$80.5K – – –
AA
232
AlphaMark Advisors
Kentucky
$78K -$46.4K -1,650 -37%
SFC
233
SYM Financial Corp
Indiana
$77.5K +$77.5K +2,749 New
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$77.1K – – –
PTC
235
Private Trust Company
Ohio
$76.7K – – –
RFA
236
Resurgent Financial Advisors
Georgia
$76.1K +$846 +30 +1%
BEI
237
Benjamin Edwards Inc
Missouri
$74K +$4.71K +167 +7%
WB
238
Webster Bank
Connecticut
$73.4K – – –
EWM
239
Evermay Wealth Management
Virginia
$73K – – –
US Bancorp
240
US Bancorp
Minnesota
$67.4K +$67.4K +2,389 New
UCB
241
United Community Bank
South Carolina
$64.3K +$64.3K +2,281 New
TCOV
242
Trust Company of Vermont
Vermont
$63.5K – – –
William Blair & Company
243
William Blair & Company
Illinois
$62.8K +$141 +5 +0.2%
AWM
244
Avior Wealth Management
Nebraska
$60.9K +$169 +6 +0.3%
NS
245
NBC Securities
Alabama
$60K +$60K +2,146 New
VCM
246
Versant Capital Management
Arizona
$54.8K – – –
CFGS
247
Concourse Financial Group Securities
Alabama
$54.3K -$33.4K -1,184 -38%
PWMG
248
Provence Wealth Management Group
California
$50.8K +$50.8K +1,800 New
CSPIA
249
Cary Street Partners Investment Advisory
Virginia
$50.5K -$1.41K -50 -3%
GRP
250
Global Retirement Partners
California
$49.6K -$21.9K -798 -31%
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