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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$75.7M
2
Stifel Financial
Stifel Financial
Missouri
$16.4M
3
IA
IFP Advisors
Florida
$6.56M
4
RJA
Raymond James & Associates
Florida
$15.3M
5
Two Sigma Investments
Two Sigma Investments
New York
$3.91M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$18.8M
2
SFC
Strategic Financial Concepts
Texas
$300K
3
Bank of America
Bank of America
North Carolina
$68M
4
DAS
Dynamic Advisor Solutions
Arizona
$382K
5
MWM
Meridian Wealth Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
CoreCap Advisors
Michigan
$135K +$66.9K +1,940 +98%
MA
252
MCF Advisors
Kentucky
$125K – – –
HWA
253
Heritage Wealth Advisors
Virginia
$120K – – –
MFT
254
Moisand Fitzgerald Tamayo
Florida
$112K – – –
BONH
255
Bank of New Hampshire
New Hampshire
$107K -$27.6K -800 -21%
VCM
256
Viewpoint Capital Management
Washington
$97.9K – – –
WB
257
Webster Bank
Connecticut
$89.8K – – –
CIAS
258
Capital Investment Advisory Services
North Carolina
$86.1K -$448 -13 -0.5%
HBW
259
Hazlett, Burt & Watson
West Virginia
$85K +$623 +18 +0.7%
PPA
260
Painted Porch Advisors
California
$82.1K – – –
PTC
261
Private Trust Company
Ohio
$74.5K – – –
VCM
262
Versant Capital Management
Arizona
$67K – – –
TCOV
263
Trust Company of Vermont
Vermont
$62.9K – – –
EWM
264
Evermay Wealth Management
Virginia
$55.1K -$172 -5 -0.3%
FG
265
Fairman Group
Pennsylvania
$52.4K – – –
MSG
266
Main Street Group
Virginia
$51.2K +$241 +7 +0.5%
OP
267
ORG Partners
Indiana
$50.9K +$10.3K +300 +26%
FFA
268
Farther Finance Advisors
California
$49.3K +$46.3K +1,344 +1,563%
OC
269
Oarsman Capital
Wisconsin
$47.6K +$47.6K +1,380 New
S
270
SignatureFD
Georgia
$46.9K -$8.62K -250 -16%
T
271
Tidemark
California
$46.1K -$9.97K -289 -18%
CMBA
272
C.M. Bidwell & Associates
Hawaii
$44.1K – – –
BBHC
273
Brown Brothers Harriman & Co
New York
$43.6K – – –
AP
274
Aspect Partners
Virginia
$41.5K +$311 +9 +0.8%
TF
275
Tompkins Financial
New York
$41.4K +$41.4K +1,200 New
9 10
11
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