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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

297 hedge funds and large institutions have $860M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+21
Holders Change %
+7.61%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
50
Increased
112
Reduced
75
Closed
25
Calls
$476K
Puts
$217K
Net Calls
+$259K
Net Calls Change
-$247K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.6M
2
Wells Fargo
Wells Fargo
California
$27.8M
3
Citadel Advisors
Citadel Advisors
Florida
$2.83M
4
AWM
Apollon Wealth Management
South Carolina
$1.91M
5
WP
WealthShield Partners
North Carolina
$1.32M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.5M
2
FTUS
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.6M
4
PWAC
Private Wealth Advisors (California)
California
$0
5
JFA
JNBA Financial Advisors
Minnesota
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
301
Harvest Investment Services
Illinois
– -$463K -15,043 Closed
TRCT
302
Tower Research Capital (TRC)
New York
– -$352K -11,411 Closed
CF
303
Centaurus Financial
California
– -$289K -9,371 Closed
ATPW
304
Ashton Thomas Private Wealth
Arizona
– -$256K -8,294 Closed
TSS
305
Two Sigma Securities
New York
– -$214K -6,936 Closed
OC
306
Oakworth Capital
Alabama
– -$199K -6,442 Closed
BW
307
Bison Wealth
Georgia
– -$171K -5,555 Closed
MA
308
MCF Advisors
Kentucky
– -$112K -3,621 Closed
RPCA
309
Running Point Capital Advisors
California
– -$100K -3,256 Closed
CDIA
310
Capital Directions Investment Advisors
Georgia
– -$83K -2,689 Closed
AWA
311
Arkadios Wealth Advisors
Georgia
– -$82K -2,677 Closed
GRP
312
Global Retirement Partners
California
– -$73K -2,357 Closed
APWA
313
Atlas Private Wealth Advisors
New Jersey
– -$69K -2,250 Closed
CIAS
314
Capital Investment Advisory Services
North Carolina
– -$61K -1,963 Closed
TFM
315
TFC Financial Management
Massachusetts
– -$55K -1,773 Closed
VNA
316
Valley National Advisers
Pennsylvania
– -$27K -884 Closed
CFO
317
CVA Family Office
Colorado
– -$11K -500 Closed
Barclays
318
Barclays
United Kingdom
– -$13K -413 Closed
AS
319
Altshuler Shaham
Israel
– -$10K -134 Closed
RCA
320
Ranch Capital Advisors
Florida
– -$3K -113 Closed
MAM
321
Meeder Asset Management
Ohio
– -$1K -37 Closed
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