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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

276 hedge funds and large institutions have $767M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
87
Reduced
101
Closed
19
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
+$79K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$4.12M
2
BWM
BCS Wealth Management
Tennessee
+$3.72M
3
Creative Planning
Creative Planning
Kansas
+$2.77M
4
GIA
Gladstone Institutional Advisory
Florida
+$1.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.24M
2
SFS
Sowell Financial Services
Arkansas
-$3.68M
3
JFA
JNBA Financial Advisors
Minnesota
-$2.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
5
WAM
WealthTrust Asset Management
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
276
Sowell Financial Services
Arkansas
– -$3.68M -115,440 Closed
WAM
277
WealthTrust Asset Management
Florida
– -$1.77M -55,577 Closed
CTFG
278
Capstone Triton Financial Group
Oklahoma
– -$1.49M -46,619 Closed
JWCA
279
J.W. Cole Advisors
Florida
– -$725K -22,729 Closed
IC
280
Inscription Capital
Texas
– -$703K -22,036 Closed
ICMP
281
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$577K -18,148 Closed
APP
282
Avantax Planning Partners
Iowa
– -$269K -8,435 Closed
NB
283
Northwest Bancshares
Pennsylvania
– -$252K -7,883 Closed
FFA
284
Fragasso Financial Advisors
Pennsylvania
– -$241K -7,560 Closed
OPS
285
Orion Portfolio Solutions
Nebraska
– -$216K -6,764 Closed
AWP
286
Abacus Wealth Partners
California
– -$204K -6,391 Closed
TCOV
287
Trust Company of Vermont
Vermont
– -$108K -3,395 Closed
WP
288
WealthShield Partners
North Carolina
– -$56K -1,765 Closed
AIM
289
Anchor Investment Management
South Carolina
– -$44.9K -1,407 Closed
LC
290
Lindbrook Capital
California
– -$36K -1,115 Closed
PWP
291
Personal Wealth Partners
Minnesota
– -$31K -987 Closed
EFSCE
292
Enterprise Financial Services Corp (EFSC)
Missouri
– -$21K -666 Closed
BCV
293
Banque Cantonale Vaudoise
Switzerland
– -$20K -635 Closed
SCA
294
Stonebridge Capital Advisors
Minnesota
– -$8K -256 Closed
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