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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

322 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
101
Reduced
137
Closed
18
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
-$1.37M

Top Buyers

1
MWM
Meridian Wealth Management
Kentucky
+$4.27M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.84M
3
Goldman Sachs
Goldman Sachs
New York
+$1.84M
4
FTUS
Flow Traders U.S.
New York
+$1.82M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.47M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$17.1M
2
CICC
Capital Investment Counsel (Colorado)
Colorado
-$7.44M
3
Bank of America
Bank of America
North Carolina
-$6.79M
4
UCFA
United Capital Financial Advisors
Texas
-$5.23M
5
AssetMark Inc
AssetMark Inc
California
-$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
276
C.M. Bidwell & Associates
Hawaii
$39.8K – – –
BBHC
277
Brown Brothers Harriman & Co
New York
$39.4K -$111K -3,563 -74%
AP
278
Aspect Partners
Virginia
$37.2K +$312 +10 +0.8%
OP
279
ORG Partners
Indiana
$36.3K +$36.3K +1,175 New
CFGS
280
Concourse Financial Group Securities
Alabama
$34.8K -$23.2K -744 -40%
AA
281
AlphaMark Advisors
Kentucky
$34K -$6.18K -200 -15%
NP
282
NorthRock Partners
Minnesota
$33.9K +$33.9K +1,089 New
PA
283
PSI Advisors
Florida
$33.5K +$125 +4 +0.4%
GRP
284
Global Retirement Partners
California
$33.3K -$7.73K -248 -19%
William Blair & Company
285
William Blair & Company
Illinois
$32.2K – – –
MTIC
286
Missouri Trust & Investment Company
Missouri
$30.4K – – –
IGWM
287
ICA Group Wealth Management
Colorado
$25.6K -$58.5K -1,880 -70%
OWA
288
Opal Wealth Advisors
New York
$23.3K – – –
PB
289
Pinnacle Bancorp
Nebraska
$22.9K – – –
Russell Investments Group
290
Russell Investments Group
United Kingdom
$21.8K +$21.8K +700 New
FFA
291
Founders Financial Alliance
North Carolina
$21.3K – – –
SWM
292
Spire Wealth Management
Virginia
$21.2K -$45.9K -1,475 -68%
UCB
293
United Community Bank
South Carolina
$20.6K – – –
APC
294
Aspire Private Capital
North Carolina
$20.4K – – –
CPG
295
Cornerstone Planning Group
New Jersey
$17.8K -$1.18K -37 -6%
ADL
296
Asset Dedication LLC
California
$17.5K – – –
EWA
297
EverSource Wealth Advisors
Alabama
$15.9K +$15.9K +456 New
HCM
298
Hollencrest Capital Management
California
$15.7K – – –
GIA
299
GHP Investment Advisors
Colorado
$13.4K – – –
SFC
300
Strategic Financial Concepts
Texas
$8.47K +$8.21K +285,808 +3,213%
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