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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $839M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
–
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
110
Reduced
108
Closed
17
Calls
$1.47M
Puts
–
Net Calls
+$1.47M
Net Calls Change
+$1.2M

Top Buyers

1
BTI
Blue Trust Inc
Georgia
+$3.1M
2
UBS Group
UBS Group
Switzerland
+$3.04M
3
LPL Financial
LPL Financial
California
+$2.89M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.5M
5
OPS
Orion Portfolio Solutions
Nebraska
+$2.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29.1M
2
HNB
Huntington National Bank
Ohio
-$18.4M
3
GW
GW & Wade
Massachusetts
-$4.63M
4
DSCM
Del-Sette Capital Management
New York
-$3.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$13K -$75K -2,655 -85%
FA
277
Fiduciary Alliance
South Carolina
$12.6K +$12.6K +436 New
AF
278
Advisornet Financial
Minnesota
$10.1K -$18.7K -652 -65%
CA
279
Crewe Advisors
Utah
$8.61K -$30.2K -1,049 -78%
RFA
280
Register Financial Advisors
Georgia
$7.89K – – –
PSB
281
Piscataqua Savings Bank
New Hampshire
$7.43K – – –
EAM
282
Eukles Asset Management
Ohio
$6.74K – – –
CAL
283
Capital Advisors Ltd
Ohio
$5K – – –
CB
284
CNB Bank
Pennsylvania
$4.15K – – –
JWA
285
JFS Wealth Advisors
Pennsylvania
$3.57K +$29 +1 +0.8%
NSG
286
Nalls Sherbakoff Group
Tennessee
$3.57K – – –
RI
287
Ridgewood Investments
New Jersey
$3.28K – – –
CFD
288
Creative Financial Designs
Indiana
$3.14K -$2.45K -85 -44%
PA
289
Parallel Advisors
California
$2.88K – – –
CAS
290
Coppell Advisory Solutions
Texas
$1.59K +$1.59K +55 New
BCWM
291
Bartlett & Co Wealth Management
Ohio
$1.27K – – –
NL
292
NVWM LLC
Pennsylvania
$1.21K – – –
BC
293
Bartlett & Co
Ohio
$1K – – –
CT
294
Clearstead Trust
Maine
$600 – – –
EWM
295
EPG Wealth Management
Georgia
$173 -$923 -32 -84%
VAG
296
VisionPoint Advisory Group
Texas
$14 – – –
RWA
297
Rooted Wealth Advisors
Illinois
– -$978K -34,588 Closed
GDP
298
Great Diamond Partners
Maine
– -$971K -34,013 Closed
OCM
299
One Capital Management
California
– -$535K -18,720 Closed
UL
300
Unionview LLC
Washington
– -$489K -17,113 Closed
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