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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

283 hedge funds and large institutions have $719M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-11
Holders Change %
-3.74%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
28
Increased
106
Reduced
97
Closed
32
Calls
$340K
Puts
–
Net Calls
+$340K
Net Calls Change
+$78K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$62.2M
2
LPL Financial
LPL Financial
California
$39.7M
3
BFG
Beacon Financial Group
Texas
$4.49M
4
UBS Group
UBS Group
Switzerland
$39.5M
5
Ameriprise
Ameriprise
Minnesota
$19.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$14.8M
2
AWM
AE Wealth Management
Kansas
$0
3
Morgan Stanley
Morgan Stanley
New York
$56.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.2M
5
VCS
Vaughan & Co Securities
New Jersey
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
251
Cullen/Frost Bankers
Texas
$23K +$23K +906 New
PB
252
Pinnacle Bancorp
Nebraska
$19K +$7.37K +285 +63%
APC
253
Aspire Private Capital
North Carolina
$17K – – –
TFGT
254
TS Financial Group (TSFG)
Illinois
$17K +$53 +2 +0.3%
WFA
255
Wipfli Financial Advisors
Wisconsin
$14K +$14K +560 New
SC
256
SouthState Corp
Florida
$12K – – –
SWM
257
Spire Wealth Management
Virginia
$9K -$32.6K -1,284 -78%
EIP
258
Ellis Investment Partners
Pennsylvania
$9K +$74 +3 +0.8%
TRCT
259
Tower Research Capital (TRC)
New York
$8K +$8K +293 New
CA
260
Crewe Advisors
Utah
$8K +$8K +299 New
RIA
261
Realta Investment Advisors
Delaware
$8K +$8K +300 New
ACK
262
Andrew C. Karlinski
$7K – – –
PSB
263
Piscataqua Savings Bank
New Hampshire
$7K – – –
EAM
264
Eukles Asset Management
Ohio
$6K – – –
CFD
265
Creative Financial Designs
Indiana
$5K – – –
CAL
266
Capital Advisors Ltd
Ohio
$5K – – –
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
$5K +$5K +200 New
RCC
268
Red Cedar Capital
Nebraska
$4K – – –
BA
269
Bellwether Advisors
Nebraska
$4K – – –
ONST
270
Old North State Trust
North Carolina
$4K +$4K +155 New
PA
271
Parallel Advisors
California
$3K -$3.21K -107 -52%
JWA
272
JFS Wealth Advisors
Pennsylvania
$3K +$25 +1 +0.8%
CB
273
CNB Bank
Pennsylvania
$3K +$3K +100 New
CIAS
274
CFS Investment Advisory Services
New Jersey
$3K +$3K +69,498 New
MWM
275
Mascoma Wealth Management
New Hampshire
$2K – – –
9 10
11
12 13