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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 %
AF
301
Advisornet Financial
Minnesota
$11.4K – – –
RFA
302
Register Financial Advisors
Georgia
$8.95K +$8.95K +274 New
NCM
303
Northwest Capital Management
Oregon
$8.73K – – –
PSB
304
Piscataqua Savings Bank
New Hampshire
$8.43K – – –
EAM
305
Eukles Asset Management
Ohio
$7.65K – – –
CPA
306
Clear Point Advisors
New York
$7.2K +$33 +1 +0.5%
CAL
307
Capital Advisors Ltd
Ohio
$6K – – –
NSIM
308
North Star Investment Management
Illinois
$5.56K +$5.56K +170 New
JWA
309
JFS Wealth Advisors
Pennsylvania
$4.14K +$33 +1 +0.8%
CFD
310
Creative Financial Designs
Indiana
$3.56K – – –
PA
311
Parallel Advisors
California
$3.27K – – –
RFG
312
REAP Financial Group
Texas
$3.2K +$3.2K +98 New
SIC
313
Salem Investment Counselors
North Carolina
$2.45K +$2.45K +75 New
BCWM
314
Bartlett & Co Wealth Management
Ohio
$1.44K – – –
NL
315
NVWM LLC
Pennsylvania
$1.37K – – –
SAM
316
Smartleaf Asset Management
Massachusetts
$1.36K +$1.36K +42 New
CT
317
Clearstead Trust
Maine
$686 – – –
EWM
318
EPG Wealth Management
Georgia
$98 – – –
TAM
319
Tucker Asset Management
Colorado
$33 -$2.67K -81 -99%
VL
320
Vima LLC
Michigan
$28 +$28 +1,000 New
VAG
321
VisionPoint Advisory Group
Texas
$16 -$15 -1 Closed
MWM
322
Meridian Wealth Management
Kentucky
– -$4.4M -136,790 Closed
TI
323
Truepoint Inc
Ohio
– -$2.09M -65,000 Closed
BTI
324
Blue Trust Inc
Georgia
– -$509K -18,038 Closed
SAG
325
SageView Advisory Group
California
– -$431K -13,583 Closed
10 11 12
13
14