DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

294 hedge funds and large institutions have $830M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
39
Increased
114
Reduced
83
Closed
22
Calls
$347K
Puts
$574K
Net Calls
-$227K
Net Calls Change
-$567K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.7M
2
LPL Financial
LPL Financial
California
$49.8M
3
UBS Group
UBS Group
Switzerland
$49.1M
4
GW
GW & Wade
Massachusetts
$4.83M
5
BCMO
Buckingham Capital Management (Ohio)
Ohio
$4.09M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$18M
2
AssetMark Inc
AssetMark Inc
California
$11.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29.9M
4
VCS
Vaughan & Co Securities
New Jersey
$3.5M
5
RIA
RPG Investment Advisory
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
276
Qube Research & Technologies (QRT)
United Kingdom
$5.69K – – –
GI
277
Gradient Investments
Minnesota
$5.6K +$4.72K +166 +535%
CFD
278
Creative Financial Designs
Indiana
$5.52K – – –
CAL
279
Capital Advisors Ltd
Ohio
$5K – – –
BA
280
Bellwether Advisors
Nebraska
$4.83K – – –
AWM
281
Aspire Wealth Management
Massachusetts
$4.34K -$32.1K -1,130 -88%
RCC
282
Red Cedar Capital
Nebraska
$4K – – –
JWA
283
JFS Wealth Advisors
Pennsylvania
$3.48K +$29 +1 +0.8%
CAS
284
Coppell Advisory Solutions
Texas
$3.33K +$3.33K +117 New
CASC
285
Coppell Advisory Solutions Corp
Texas
$3.33K +$3.33K +117 New
Citigroup
286
Citigroup
New York
$3.3K +$1.74K +61 +111%
MWM
287
Mascoma Wealth Management
New Hampshire
$2.59K – – –
ONST
288
Old North State Trust
North Carolina
$2K -$1.83K -74 -48%
PAG
289
Private Advisor Group
New Jersey
$1.3K -$74 -2,609 -5%
BCWM
290
Bartlett & Co Wealth Management
Ohio
$1.25K – – –
NL
291
NVWM LLC
Pennsylvania
$1.19K – – –
EWM
292
EPG Wealth Management
Georgia
$1.08K – – –
BC
293
Bartlett & Co
Ohio
$1K – – –
CT
294
Clearstead Trust
Maine
$1K – – –
NA
295
NewEdge Advisors
Louisiana
$95 +$95 +3,345 New
RIA
296
RPG Investment Advisory
California
– -$2.69M -104,639 Closed
CIAS
297
CFS Investment Advisory Services
New Jersey
– -$3K -69,498 Closed
OFS
298
OneAscent Financial Services
Alabama
– -$1.15M -44,741 Closed
WP
299
WealthShield Partners
North Carolina
– -$573K -22,257 Closed
Bessemer Group
300
Bessemer Group
New Jersey
– -$450K -17,480 Closed
9 10 11
12
13