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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

274 hedge funds and large institutions have $795M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+9
Holders Change %
+3.4%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
40
Increased
75
Reduced
112
Closed
28
Calls
$710K
Puts
–
Net Calls
+$710K
Net Calls Change
-$272K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.2M
2
Bank of America
Bank of America
North Carolina
+$9.93M
3
SFS
Sowell Financial Services
Arkansas
+$3.42M
4
Wells Fargo
Wells Fargo
California
+$3.06M
5
LPL Financial
LPL Financial
California
+$2.41M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$8.15M
2
AssetMark Inc
AssetMark Inc
California
-$6.14M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.4M
4
CCP
Cardan Capital Partners
Colorado
-$4.98M
5
FTUS
Flow Traders U.S.
New York
-$4.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
276
Connecticut Wealth Management
Connecticut
– -$2.19M -82,136 Closed
FLI
277
Family Legacy Inc
South Carolina
– -$1.44M -54,053 Closed
MPW
278
Monterey Private Wealth
California
– -$834K -31,362 Closed
RFC
279
Regions Financial Corp
Alabama
– -$484K -18,190 Closed
HPCM
280
Hunter Perkins Capital Management
Illinois
– -$479K -18,000 Closed
FIM
281
Freedom Investment Management
Connecticut
– -$420K -15,805 Closed
SAM
282
SignalPoint Asset Management
Missouri
– -$379K -14,259 Closed
Mariner
283
Mariner
Kansas
– -$339K -12,742 Closed
WKWM
284
Walter & Keenan Wealth Management
Indiana
– -$333K -12,500 Closed
FWCM
285
Ferguson Wellman Capital Management
Oregon
– -$269K -10,131 Closed
FAIM
286
Financial Advocates Investment Management
Washington
– -$287K -9,502 Closed
NA
287
NewEdge Advisors
Louisiana
– -$210K -7,884 Closed
SFG
288
Sowa Financial Group
Rhode Island
– -$121K -4,534 Closed
AA
289
Ancora Advisors
Ohio
– -$91K -3,405 Closed
PWM
290
Perigon Wealth Management
California
– -$88K -3,321 Closed
OIM
291
Oder Investment Management
California
– -$70K -2,616 Closed
CAAS
292
Capital Asset Advisory Services
Michigan
– -$44K -1,644 Closed
AWG
293
Altus Wealth Group
Colorado
– -$27K -1,010 Closed
Simplex Trading
294
Simplex Trading
Illinois
– -$26K -1,000 Closed
RPWA
295
Regent Peak Wealth Advisors
Georgia
– -$17K -648 Closed
TIAM2
296
Tru Independence Asset Management 2
Oregon
– -$15K -572 Closed
AP
297
Arlington Partners
Alabama
– -$9K -331 Closed
FFG
298
Fortem Financial Group
California
– -$7K -255 Closed
FMB
299
Field & Main Bank
Kentucky
– -$6K -210 Closed
FFA
300
Founders Financial Alliance
North Carolina
– -$3K -101 Closed
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