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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

283 hedge funds and large institutions have $719M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-11
Holders Change %
-3.74%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
28
Increased
106
Reduced
97
Closed
32
Calls
$340K
Puts
–
Net Calls
+$340K
Net Calls Change
+$78K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$62.2M
2
LPL Financial
LPL Financial
California
$39.7M
3
BFG
Beacon Financial Group
Texas
$4.49M
4
UBS Group
UBS Group
Switzerland
$39.5M
5
Ameriprise
Ameriprise
Minnesota
$19.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$14.8M
2
AWM
AE Wealth Management
Kansas
$0
3
Morgan Stanley
Morgan Stanley
New York
$56.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.2M
5
VCS
Vaughan & Co Securities
New Jersey
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
276
Bartlett & Co Wealth Management
Ohio
$1.13K – – –
Citigroup
277
Citigroup
New York
$1K -$527 -29 -35%
NL
278
NVWM LLC
Pennsylvania
$1K – – –
BC
279
Bartlett & Co
Ohio
$1K – – –
CT
280
Clearstead Trust
Maine
$1K – – –
GI
281
Gradient Investments
Minnesota
$1K +$1K +31 New
EWM
282
EPG Wealth Management
Georgia
$1K +$1K +38 New
PWP
283
Principle Wealth Partners
Connecticut
$492 – – –
Bank of Montreal
284
Bank of Montreal
Ontario, Canada
$415 -$36 -1,290 -8%
FGAM
285
Financial Gravity Asset Management
Texas
$213 -$16 -2 -7%
AWM
286
AE Wealth Management
Kansas
– -$12.9M -455,769 Closed
VWM
287
Venturi Wealth Management
Texas
– -$1.58M -55,853 Closed
CAM
288
Cresset Asset Management
Illinois
– -$485K -21,719 Closed
FTUS
289
Flow Traders U.S.
New York
– -$581K -20,590 Closed
SC
290
Scotia Capital
Ontario, Canada
– -$296K -10,485 Closed
1IA
291
1834 Investment Advisors
Wisconsin
– -$292K -10,363 Closed
PCS
292
Personal CFO Solutions
New Jersey
– -$262K -9,290 Closed
RIA
293
Regal Investment Advisors
Michigan
– -$245K -8,675 Closed
SB
294
Strategic Blueprint
Georgia
– -$244K -8,651 Closed
TC
295
Trilogy Capital
California
– -$234K -8,282 Closed
MWM
296
Marion Wealth Management
Pennsylvania
– -$227K -8,043 Closed
VW
297
Vance Wealth
California
– -$218K -7,728 Closed
AWC
298
Adamsbrown Wealth Consultants
Kansas
– -$215K -7,630 Closed
LSPW
299
Lake Street Private Wealth
Illinois
– -$203K -7,194 Closed
BMD
300
Better Money Decisions
New Mexico
– -$199K -7,035 Closed
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