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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $794M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
110
Reduced
93
Closed
22
Calls
$262K
Puts
–
Net Calls
+$262K
Net Calls Change
-$38K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$12.9M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$11.2M
3
AssetMark Inc
AssetMark Inc
California
$17.3M
4
Cerity Partners
Cerity Partners
New York
$3.05M
5
UBS Group
UBS Group
Switzerland
$40.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.5M
2
BFG
Beacon Financial Group
Texas
$3.4M
3
DSCM
Del-Sette Capital Management
New York
$7.92M
4
Wells Fargo
Wells Fargo
California
$19M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSB
276
Piscataqua Savings Bank
New Hampshire
$7K – – –
UWM
277
Urban Wealth Management
California
$7K +$7K +263 New
PA
278
Parallel Advisors
California
$6K -$90.4K -3,119 -94%
CAL
279
Capital Advisors Ltd
Ohio
$5K – – –
CFD
280
Creative Financial Designs
Indiana
$5K +$26 +1 +0.5%
AW
281
ACG Wealth
Georgia
$5K +$5K +166 New
RCC
282
Red Cedar Capital
Nebraska
$4K – – –
BA
283
Bellwether Advisors
Nebraska
$4K – – –
MWM
284
Mascoma Wealth Management
New Hampshire
$3K – – –
JWA
285
JFS Wealth Advisors
Pennsylvania
$3K +$25 +1 +0.8%
Citigroup
286
Citigroup
New York
$2K – – –
BCWM
287
Bartlett & Co Wealth Management
Ohio
$1.24K – – –
NL
288
NVWM LLC
Pennsylvania
$1K – – –
BC
289
Bartlett & Co
Ohio
$1K – – –
CT
290
Clearstead Trust
Maine
$1K – – –
CFN
291
Cordasco Financial Network
Florida
$1K +$1K +40 New
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$464 -$9 -326 -2%
FGAM
293
Financial Gravity Asset Management
Texas
$233 -$33 -4 -13%
BNP Paribas Financial Markets
294
BNP Paribas Financial Markets
France
$28 -$784 -28 -97%
CIAS
295
CFS Investment Advisory Services
New Jersey
– -$3K -86,049 Closed
FFA
296
Freedman Financial Associates
Massachusetts
– -$1.18M -37,000 Closed
Renaissance Technologies
297
Renaissance Technologies
New York
– -$427K -13,400 Closed
Citadel Advisors
298
Citadel Advisors
Florida
– -$341K -10,713 Closed
DWT
299
Dorsey & Whitney Trust
South Dakota
– -$297K -9,320 Closed
EGA
300
Eagle Global Advisors
Texas
– -$229K -7,200 Closed
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