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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $844M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
24
Increased
114
Reduced
98
Closed
22
Calls
$300K
Puts
–
Net Calls
+$300K
Net Calls Change
+$41K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$21.2M
2
M&T Bank
M&T Bank
New York
$30.9M
3
Morgan Stanley
Morgan Stanley
New York
$78.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.76M
5
Creative Planning
Creative Planning
Kansas
$50.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$16.7M
2
PPW
Pasadena Private Wealth
California
$0
3
Wells Fargo
Wells Fargo
California
$22.7M
4
Citadel Advisors
Citadel Advisors
Florida
$341K
5
JFA
JNBA Financial Advisors
Minnesota
$5.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
276
Eukles Asset Management
Ohio
$7K – – –
CAL
277
Capital Advisors Ltd
Ohio
$6K – – –
CFD
278
Creative Financial Designs
Indiana
$6K +$6K +193 New
BA
279
Bellwether Advisors
Nebraska
$5K – – –
RCC
280
Red Cedar Capital
Nebraska
$5K +$5K +144 New
JWA
281
JFS Wealth Advisors
Pennsylvania
$4K +$4K +119 New
MWM
282
Mascoma Wealth Management
New Hampshire
$3K – – –
Citigroup
283
Citigroup
New York
$3K +$1.04K +29 +53%
CIAS
284
CFS Investment Advisory Services
New Jersey
$3K +$3K +86,049 New
EWM
285
EPG Wealth Management
Georgia
$2K +$1K +38 +100%
BCWM
286
Bartlett & Co Wealth Management
Ohio
$1.4K +$1.4K +44 New
TAM
287
Townsend Asset Management
North Carolina
$1K – – –
NL
288
NVWM LLC
Pennsylvania
$1K – – –
CT
289
Clearstead Trust
Maine
$1K – – –
BC
290
Bartlett & Co
Ohio
$1K +$1K +44 New
BNP Paribas Financial Markets
291
BNP Paribas Financial Markets
France
$924 -$2.26K -71 -71%
FGAM
292
Financial Gravity Asset Management
Texas
$263 -$8 -1 -3%
PPW
293
Pasadena Private Wealth
California
– -$5.92M -180,250 Closed
AWM
294
AE Wealth Management
Kansas
– -$844K -25,684 Closed
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
– -$476K -14,500 Closed
WT
296
Whittier Trust
California
– -$473K -14,391 Closed
IWC
297
Integrated Wealth Concepts
Massachusetts
– -$415K -12,640 Closed
BRWA
298
B. Riley Wealth Advisors
Florida
– -$366K -11,134 Closed
SFS
299
Sowell Financial Services
Arkansas
– -$358K -10,902 Closed
Mariner
300
Mariner
Kansas
– -$351K -10,691 Closed
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