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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$75.7M
2
Stifel Financial
Stifel Financial
Missouri
$16.4M
3
IA
IFP Advisors
Florida
$6.56M
4
RJA
Raymond James & Associates
Florida
$15.3M
5
Two Sigma Investments
Two Sigma Investments
New York
$3.91M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$18.8M
2
SFC
Strategic Financial Concepts
Texas
$300K
3
Bank of America
Bank of America
North Carolina
$68M
4
DAS
Dynamic Advisor Solutions
Arizona
$382K
5
MWM
Meridian Wealth Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
301
Eukles Asset Management
Ohio
$8.07K – – –
CPA
302
Clear Point Advisors
New York
$7.72K +$69 +2 +0.9%
CAL
303
Capital Advisors Ltd
Ohio
$6K – – –
ACA
304
Aptus Capital Advisors
Alabama
$5.86K +$5.86K +170 New
NSIM
305
North Star Investment Management
Illinois
$5.76K -$103 -3 -2%
CFD
306
Creative Financial Designs
Indiana
$5.11K – – –
EW
307
Element Wealth
Mississippi
$4.76K – – –
JWA
308
JFS Wealth Advisors
Pennsylvania
$4.44K +$34 +1 +0.8%
CAM
309
Costello Asset Management
Pennsylvania
$3.96K +$3.96K +115 New
RI
310
Ridgewood Investments
New Jersey
$3.93K – – –
RFG
311
REAP Financial Group
Texas
$3.38K – – –
RIL
312
Rothschild Investment LLC
Illinois
$2.53K – – –
S
313
Sachetta
Massachusetts
$2.17K +$2.17K +63 New
CAS
314
Coppell Advisory Solutions
Texas
$1.89K -$6.48K -189 -77%
SAM
315
Smartleaf Asset Management
Massachusetts
$1.61K +$137 +4 +9%
BCWM
316
Bartlett & Co Wealth Management
Ohio
$1.52K – – –
CT
317
Clearstead Trust
Maine
$724 – – –
RWA
318
Redmont Wealth Advisors
Illinois
$586 – – –
DWM
319
Darwin Wealth Management
Florida
$207 +$207 +6 New
TRCT
320
Tower Research Capital (TRC)
New York
$172 +$103 +3 +150%
MWM
321
Meridian Wealth Management
Kentucky
– -$4.27M -136,987 Closed
Goldman Sachs
322
Goldman Sachs
New York
– -$2.14M -68,686 Closed
OCG
323
Opus Capital Group
Ohio
– -$1.05M -33,799 Closed
D.E. Shaw & Co
324
D.E. Shaw & Co
New York
– -$765K -24,572 Closed
SCM
325
Sebold Capital Management
Illinois
– -$239K -7,687 Closed
10 11 12
13
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