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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
97
Reduced
112
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
-$1.05M

Top Buyers

1
IWM
IHT Wealth Management
Illinois
$8.37M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.45M
3
Citadel Advisors
Citadel Advisors
Florida
$5.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
5
Bank of America
Bank of America
North Carolina
$52.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
$291K
2
HNB
Huntington National Bank
Ohio
$15.8M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$6.69M
4
Creative Planning
Creative Planning
Kansas
$45.1M
5
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
251
Private Ocean
California
$45.9K – – –
CMBA
252
C.M. Bidwell & Associates
Hawaii
$41.5K – – –
PA
253
PSI Advisors
Florida
$40.7K +$113 +4 +0.3%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$40.2K – – –
CIAS
255
Capital Investment Advisory Services
North Carolina
$39.2K +$28 +1 +0.1%
IBOK
256
Independence Bank of Kentucky
Kentucky
$38.6K – – –
SWM
257
Spire Wealth Management
Virginia
$36.3K – – –
PP
258
PrairieView Partners
Minnesota
$36K – – –
OP
259
ORG Partners
Indiana
$33K +$33K +1,171 New
HBW
260
Hazlett, Burt & Watson
West Virginia
$33K +$259 +9 +0.8%
S
261
SignatureFD
Georgia
$32.7K – – –
Citigroup
262
Citigroup
New York
$30.5K – – –
MTIC
263
Missouri Trust & Investment Company
Missouri
$27.5K – – –
CFB
264
Cullen/Frost Bankers
Texas
$25.5K – – –
FHA
265
First Horizon Advisors
Tennessee
$21.9K -$25.2K -893 -54%
PB
266
Pinnacle Bancorp
Nebraska
$20.7K – – –
APC
267
Aspire Private Capital
North Carolina
$18.4K – – –
JFGIW
268
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.8K +$16.8K +595 New
HCM
269
Hollencrest Capital Management
California
$14.2K – – –
TFGT
270
TS Financial Group (TSFG)
Illinois
$14K -$10.8K -396 -44%
SC
271
SouthState Corp
Florida
$13.5K – – –
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
AF
273
Advisornet Financial
Minnesota
$9.87K -$85 -3 -0.8%
CA
274
Crewe Advisors
Utah
$8.43K – – –
RFA
275
Register Financial Advisors
Georgia
$7.72K – – –
9 10
11
12 13