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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+9
Holders Change %
+2.9%
% of All Funds
4.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
102
Reduced
121
Closed
19
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$1.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
PCG
Prosperity Consulting Group
Maryland
+$8.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
5
M&T Bank
M&T Bank
New York
+$2.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$66.9M
2
HNB
Huntington National Bank
Ohio
-$17.2M
3
IWM
IHT Wealth Management
Illinois
-$7.67M
4
MWM
Meridian Wealth Management
Kentucky
-$4.4M
5
UCFA
United Capital Financial Advisors
Texas
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
276
PrairieView Partners
Minnesota
$43K – – –
LFG
277
Larson Financial Group
Missouri
$42.2K -$1.11K -34 -3%
AA
278
AlphaMark Advisors
Kentucky
$42K -$31.3K -969 -43%
CMBA
279
C.M. Bidwell & Associates
Hawaii
$41.8K -$6.28K -192 -13%
AP
280
Aspect Partners
Virginia
$38.7K +$196 +6 +0.5%
Citigroup
281
Citigroup
New York
$38.3K -$4.25K -130 -10%
HBW
282
Hazlett, Burt & Watson
West Virginia
$38K +$164 +5 +0.4%
S
283
SignatureFD
Georgia
$37.9K – – –
PA
284
PSI Advisors
Florida
$35K -$8.14K -249 -19%
William Blair & Company
285
William Blair & Company
Illinois
$33.8K -$98 -3 -0.3%
MTIC
286
Missouri Trust & Investment Company
Missouri
$31.9K – – –
CFB
287
Cullen/Frost Bankers
Texas
$29.6K – – –
OWA
288
Opal Wealth Advisors
New York
$24.5K +$24.5K +749 New
AWM
289
Avior Wealth Management
Nebraska
$24.1K +$98 +3 +0.4%
PB
290
Pinnacle Bancorp
Nebraska
$24K – – –
TRCT
291
Tower Research Capital (TRC)
New York
$24K +$980 +30 +4%
FFA
292
Founders Financial Alliance
North Carolina
$22.4K +$22.4K +685 New
UCB
293
United Community Bank
South Carolina
$21.6K -$52.9K -1,619 -71%
APC
294
Aspire Private Capital
North Carolina
$21.4K – – –
QCG
295
Quadrant Capital Group
Ohio
$19.6K +$19.6K +600 New
ADL
296
Asset Dedication LLC
California
$19K – – –
CPG
297
Cornerstone Planning Group
New Jersey
$18.8K -$31.5K -1,001 -63%
HCM
298
Hollencrest Capital Management
California
$16.5K – – –
SC
299
SouthState Corp
Florida
$15.7K – – –
GIA
300
GHP Investment Advisors
Colorado
$14.1K +$14.1K +430 New
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12
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