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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

272 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
90
Reduced
93
Closed
25
Calls
$427K
Puts
–
Net Calls
+$427K
Net Calls Change
-$283K

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$14.1M
2
LPL Financial
LPL Financial
California
+$5.2M
3
CWM
Connecticut Wealth Management
Connecticut
+$2.23M
4
PPW
Pasadena Private Wealth
California
+$1.66M
5
UCFA
United Capital Financial Advisors
Texas
+$1.34M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$3.81M
2
BWM
BCS Wealth Management
Tennessee
-$3.77M
3
Creative Planning
Creative Planning
Kansas
-$3.65M
4
SPIA
Steward Partners Investment Advisory
New York
-$1.92M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNB
276
Farmers National Bank
Kentucky
– -$707K -22,694 Closed
WIA
277
Wealthstreet Investment Advisors
Texas
– -$697K -22,390 Closed
MSA
278
Marino Stram & Associates
Massachusetts
– -$690K -22,136 Closed
Qube Research & Technologies (QRT)
279
Qube Research & Technologies (QRT)
United Kingdom
– -$501K -16,076 Closed
Barclays
280
Barclays
United Kingdom
– -$365K -11,717 Closed
AWCI
281
Alpine Woods Capital Investors
New York
– -$312K -10,000 Closed
CW
282
CreativeOne Wealth
Kansas
– -$310K -9,943 Closed
AT
283
Arden Trust
Delaware
– -$289K -9,291 Closed
OCG
284
Opus Capital Group
Ohio
– -$269K -8,635 Closed
TC
285
Trilogy Capital
California
– -$268K -8,593 Closed
CBN
286
Cadence Bank NA
Texas
– -$227K -7,284 Closed
VAS
287
Vestmark Advisory Solutions
Massachusetts
– -$204K -6,543 Closed
CBFP
288
Cedar Brook Financial Partners
Ohio
– -$201K -6,465 Closed
CAC
289
Certified Advisory Corp
Florida
– -$91K -2,907 Closed
RWB
290
RMR Wealth Builders
New Jersey
– -$60K -1,917 Closed
CB
291
Community Bank
New York
– -$28K -900 Closed
DWP
292
Destiny Wealth Partners
Florida
– -$22K -706 Closed
FFW
293
Fusion Family Wealth
New York
– -$15K -495 Closed
WCM
294
Wealthcare Capital Management
Virginia
– -$10K -331 Closed
MWM
295
Mascoma Wealth Management
New Hampshire
– -$3K -91 Closed
EP
296
Eudaimonia Partners
Tennessee
– -$2K -76 Closed
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