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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
97
Reduced
112
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
-$1.05M

Top Buyers

1
IWM
IHT Wealth Management
Illinois
$8.37M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.45M
3
Citadel Advisors
Citadel Advisors
Florida
$5.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
5
Bank of America
Bank of America
North Carolina
$52.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
$291K
2
HNB
Huntington National Bank
Ohio
$15.8M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$6.69M
4
Creative Planning
Creative Planning
Kansas
$45.1M
5
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSB
276
Piscataqua Savings Bank
New Hampshire
$7.28K – – –
EAM
277
Eukles Asset Management
Ohio
$6.6K – – –
CAL
278
Capital Advisors Ltd
Ohio
$5K – – –
NSG
279
Nalls Sherbakoff Group
Tennessee
$3.78K – – –
JWA
280
JFS Wealth Advisors
Pennsylvania
$3.52K +$28 +1 +0.8%
CAS
281
Coppell Advisory Solutions
Texas
$3.33K +$1.76K +62 +113%
CFD
282
Creative Financial Designs
Indiana
$3.07K – – –
PA
283
Parallel Advisors
California
$2.82K – – –
IPW
284
Impact Partnership Wealth
Georgia
$2.82K +$2.82K +100 New
TAM
285
Tucker Asset Management
Colorado
$2.31K +$2.31K +82 New
SSWM
286
Sheets Smith Wealth Management
North Carolina
$1.61K +$1.61K +57 New
CTC
287
Central Trust Company
Missouri
$1.27K +$1.27K +45 New
BCWM
288
Bartlett & Co Wealth Management
Ohio
$1.24K – – –
NL
289
NVWM LLC
Pennsylvania
$1.18K – – –
BC
290
Bartlett & Co
Ohio
$1K – – –
CT
291
Clearstead Trust
Maine
$592 – – –
FGAM
292
Financial Gravity Asset Management
Texas
$221 +$221 +8 New
EWM
293
EPG Wealth Management
Georgia
$85 -$85 -3 -50%
SCA
294
Snowden Capital Advisors
New York
– -$684K -23,750 Closed
FTUS
295
Flow Traders U.S.
New York
– -$615K -21,369 Closed
AWM
296
AE Wealth Management
Kansas
– -$445K -15,446 Closed
PWM
297
Perigon Wealth Management
California
– -$324K -11,252 Closed
Lido Advisors
298
Lido Advisors
California
– -$256K -8,900 Closed
MCP
299
Mirador Capital Partners
California
– -$254K -8,815 Closed
RA
300
Rockingstone Advisors
Massachusetts
– -$202K -7,000 Closed
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