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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+9
Holders Change %
+2.9%
% of All Funds
4.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
102
Reduced
121
Closed
19
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$1.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
PCG
Prosperity Consulting Group
Maryland
+$8.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
5
M&T Bank
M&T Bank
New York
+$2.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$66.9M
2
HNB
Huntington National Bank
Ohio
-$17.2M
3
IWM
IHT Wealth Management
Illinois
-$7.67M
4
MWM
Meridian Wealth Management
Kentucky
-$4.4M
5
UCFA
United Capital Financial Advisors
Texas
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
226
Madrona Financial Services
Washington
$233K – – –
AF
227
Allworth Financial
California
$233K +$8.66K +265 +4%
RA
228
Rockingstone Advisors
Massachusetts
$229K – – –
JWCA
229
J.W. Cole Advisors
Florida
$225K -$67.4K -2,063 -23%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$223K +$87.4K +2,679 +64%
WG
231
Wealth Group
North Carolina
$223K +$223K +6,827 New
FG
232
Fiduciary Group
Georgia
$220K – – –
SCA
233
Snowden Capital Advisors
New York
$219K +$219K +6,698 New
CL
234
COWA LLC
Oklahoma
$217K +$217K +6,641 New
NWA
235
Navis Wealth Advisors
New York
$216K +$216K +6,598 New
GWM
236
Geneos Wealth Management
Colorado
$215K – – –
BRWA
237
B. Riley Wealth Advisors
Florida
$214K -$46.6K -1,651 -18%
AC
238
Anson Capital
Georgia
$207K +$2.65K +81 +1%
CBFP
239
Cedar Brook Financial Partners
Ohio
$206K +$206K +6,303 New
LPT
240
Legacy Private Trust
Wisconsin
$205K – – –
HI
241
Harbour Investments
Wisconsin
$185K +$196 +6 +0.1%
OIA
242
Optimum Investment Advisors
Illinois
$185K – – –
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$167K -$47K -1,455 -22%
CT
244
Colonial Trust
South Carolina
$160K – – –
BBHC
245
Brown Brothers Harriman & Co
New York
$158K – – –
GWSG
246
GPS Wealth Strategies Group
Colorado
$150K -$5.59K -171 -4%
MSS
247
Mitchell Sinkler & Starr
Pennsylvania
$146K +$146K +4,478 New
HGERS
248
Householder Group Estate & Retirement Specialist
Arizona
$138K – – –
CA
249
Continuum Advisory
Idaho
$130K +$130K +4,028 New
BONH
250
Bank of New Hampshire
New Hampshire
$127K – – –
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