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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 %
DWP
251
Destiny Wealth Partners
Florida
$22K +$22K +706 New
FPS
252
Fieldpoint Private Securities
Connecticut
$16K – – –
ONST
253
Old North State Trust
North Carolina
$14K -$3.1K -104 -18%
PB
254
Pinnacle Bancorp
Nebraska
$14K – – –
Barclays
255
Barclays
United Kingdom
$13K +$13K +413 New
CFO
256
CVA Family Office
Colorado
$11K +$11K +500 New
AS
257
Altshuler Shaham
Israel
$10K +$10K +134 New
PSB
258
Piscataqua Savings Bank
New Hampshire
$8K – – –
EAM
259
Eukles Asset Management
Ohio
$7K – – –
TFGT
260
TS Financial Group (TSFG)
Illinois
$7K +$29 +1 +0.4%
CAL
261
Capital Advisors Ltd
Ohio
$6K – – –
Citigroup
262
Citigroup
New York
$5K -$44.1K -1,560 -90%
BA
263
Bellwether Advisors
Nebraska
$5K – – –
CFA
264
Carroll Financial Associates
North Carolina
$5K +$29 +1 +0.6%
BFEC
265
Benjamin F. Edwards & Company
Missouri
$5K +$31 +1 +0.6%
BU
266
BBVA USA
Alabama
$3K – – –
RCA
267
Ranch Capital Advisors
Florida
$3K – – –
MWM
268
Mascoma Wealth Management
New Hampshire
$3K +$3K +91 New
PA
269
Parallel Advisors
California
$2K – – –
MAM
270
Meeder Asset Management
Ohio
$1K – – –
TAM
271
Townsend Asset Management
North Carolina
$1K – – –
NL
272
NVWM LLC
Pennsylvania
$1K – – –
CT
273
Clearstead Trust
Maine
$1K – – –
EWM
274
EPG Wealth Management
Georgia
$1K +$1K +38 New
CTC
275
Central Trust Company
Missouri
$1K +$1K +45 New
8 9 10
11
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