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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+9
Holders Change %
+2.9%
% of All Funds
4.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
102
Reduced
121
Closed
19
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$1.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
PCG
Prosperity Consulting Group
Maryland
+$8.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
5
M&T Bank
M&T Bank
New York
+$2.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$66.9M
2
HNB
Huntington National Bank
Ohio
-$17.2M
3
IWM
IHT Wealth Management
Illinois
-$7.67M
4
MWM
Meridian Wealth Management
Kentucky
-$4.4M
5
UCFA
United Capital Financial Advisors
Texas
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
251
MCF Advisors
Kentucky
$118K – – –
HWA
252
Heritage Wealth Advisors
Virginia
$113K – – –
MFT
253
Moisand Fitzgerald Tamayo
Florida
$106K – – –
BFEC
254
Benjamin F. Edwards & Company
Missouri
$101K +$197 +6 +0.2%
VCM
255
Viewpoint Capital Management
Washington
$93.3K – – –
IGWM
256
ICA Group Wealth Management
Colorado
$88.3K +$1.47K +45 +2%
FFA
257
Farther Finance Advisors
California
$86.5K -$9.34K -289 -10%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$85.9K -$3.46K -106 -4%
WB
259
Webster Bank
Connecticut
$85.1K – – –
EWM
260
Evermay Wealth Management
Virginia
$84.6K – – –
CIAS
261
Capital Investment Advisory Services
North Carolina
$84.3K +$78.9K +2,415 +1,473%
US Bancorp
262
US Bancorp
Minnesota
$78.1K – – –
PTC
263
Private Trust Company
Ohio
$70.6K -$8.53K -261 -11%
SWM
264
Spire Wealth Management
Virginia
$70.4K -$46.6K -1,427 -40%
VCM
265
Versant Capital Management
Arizona
$63.5K – – –
NS
266
NBC Securities
Alabama
$63K -$16.6K -507 -21%
CFGS
267
Concourse Financial Group Securities
Alabama
$60.8K -$327 -10 -0.5%
TCOV
268
Trust Company of Vermont
Vermont
$59.6K – – –
PO
269
Private Ocean
California
$53.1K – – –
T
270
Tidemark
California
$53.1K +$588 +18 +1%
FIM
271
Fernwood Investment Management
Massachusetts
$51.4K +$51.4K +1,572 New
FG
272
Fairman Group
Pennsylvania
$49.6K – – –
CA
273
CoreCap Advisors
Michigan
$49.5K +$49.5K +1,514 New
MSG
274
Main Street Group
Virginia
$47.4K +$162 +5 +0.3%
GRP
275
Global Retirement Partners
California
$43K -$17.2K -526 -29%
9 10
11
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