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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $794M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
110
Reduced
93
Closed
22
Calls
$262K
Puts
–
Net Calls
+$262K
Net Calls Change
-$38K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$12.9M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$11.2M
3
AssetMark Inc
3
AssetMark Inc
California
$17.3M
4
Cerity Partners
4
Cerity Partners
New York
$3.05M
5
UBS Group
5
UBS Group
Switzerland
$40.9M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.5M
2
BFG
2
Beacon Financial Group
Texas
$3.4M
3
DSCM
3
Del-Sette Capital Management
New York
$7.92M
4
Wells Fargo
4
Wells Fargo
California
$19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
251
Private Ocean
California
$45K – – –
PFS
252
Prospera Financial Services
Texas
$43K +$43K +1,524 New
CMBA
253
C.M. Bidwell & Associates
Hawaii
$42K – – –
BWA
254
BDO Wealth Advisors
Florida
$39K – – –
FFA
255
Founders Financial Alliance
North Carolina
$38K +$38K +1,353 New
FCFS
256
First Command Financial Services
Texas
$37K – – –
FCB
257
First Command Bank
Texas
$37K – – –
PP
258
PrairieView Partners
Minnesota
$37K – – –
AWM
259
Aspire Wealth Management
Massachusetts
$36K +$226 +8 +0.6%
S
260
SignatureFD
Georgia
$33K – – –
HBW
261
Hazlett, Burt & Watson
West Virginia
$31K +$13.1K +466 +73%
FHA
262
First Horizon Advisors
Tennessee
$28K – – –
AF
263
Advisornet Financial
Minnesota
$28K +$113 +4 +0.4%
MWC
264
MBM Wealth Consultants
Missouri
$26K – – –
BIA
265
Bell Investment Advisors
California
$26K +$26K +927 New
APC
266
Aspire Private Capital
North Carolina
$18K – – –
TFGT
267
TS Financial Group (TSFG)
Illinois
$18K +$11.2K +401 +164%
AIP
268
Ahrens Investment Partners
Louisiana
$17K – – –
US Bancorp
269
US Bancorp
Minnesota
$17K +$17K +606 New
SC
270
SouthState Corp
Florida
$14K – – –
PB
271
Pinnacle Bancorp
Nebraska
$13K – – –
EIP
272
Ellis Investment Partners
Pennsylvania
$10K +$55 +2 +0.6%
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$9K +$9K +333 New
ACK
274
Andrew C. Karlinski
$8K – – –
EAM
275
Eukles Asset Management
Ohio
$7K – – –
9 10
11
12 13