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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
+$3.38M
2
Wells Fargo
Wells Fargo
California
+$2.17M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.93M
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
-$14.1M
2
FTUS
Flow Traders U.S.
New York
-$4.12M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.96M
4
PWAC
Private Wealth Advisors (California)
California
-$1.8M
5
JFA
JNBA Financial Advisors
Minnesota
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
251
Eaton Vance Management
Massachusetts
$56K – – –
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$55K – – –
PO
253
Private Ocean
California
$53K – – –
AWM
254
Aspire Wealth Management
Massachusetts
$51K +$51K +1,565 New
FCFS
255
First Command Financial Services
Texas
$49K -$42.5K -1,300 -46%
CMBA
256
C.M. Bidwell & Associates
Hawaii
$48K – – –
BWA
257
BDO Wealth Advisors
Florida
$46K – – –
SFM
258
Signet Financial Management
New Jersey
$45K +$45K +1,376 New
PP
259
PrairieView Partners
Minnesota
$43K – – –
S
260
SignatureFD
Georgia
$38K – – –
FHA
261
First Horizon Advisors
Tennessee
$33K +$33K +991 New
MWC
262
MBM Wealth Consultants
Missouri
$30K – – –
BIA
263
Bell Investment Advisors
California
$30K +$327 +10 +1%
BFEC
264
Benjamin F. Edwards & Company
Missouri
$26K +$20.8K +636 +398%
JHCP
265
Jackson Hole Capital Partners
Oklahoma
$24K – – –
DWP
266
Destiny Wealth Partners
Florida
$23K – – –
PCG
267
Private Capital Group
Connecticut
$21K -$14.3K -432 -41%
CSWM
268
Cassady Schiller Wealth Management
Ohio
$20K +$20K +600 New
AIP
269
Ahrens Investment Partners
Louisiana
$20K +$20K +600 New
FPS
270
Fieldpoint Private Securities
Connecticut
$17K – – –
JWM
271
Janiczek Wealth Management
Colorado
$17K +$17K +520 New
SC
272
SouthState Corp
Florida
$16K +$16K +479 New
PB
273
Pinnacle Bancorp
Nebraska
$15K – – –
ONST
274
Old North State Trust
North Carolina
$15K – – –
SSB
275
Sandy Spring Bank
Maryland
$15K +$15K +450 New
9 10
11
12 13