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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

272 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
90
Reduced
93
Closed
25
Calls
$427K
Puts
–
Net Calls
+$427K
Net Calls Change
-$283K

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$14.1M
2
LPL Financial
LPL Financial
California
+$5.2M
3
CWM
Connecticut Wealth Management
Connecticut
+$2.23M
4
PPW
Pasadena Private Wealth
California
+$1.66M
5
UCFA
United Capital Financial Advisors
Texas
+$1.34M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$3.81M
2
BWM
BCS Wealth Management
Tennessee
-$3.77M
3
Creative Planning
Creative Planning
Kansas
-$3.65M
4
SPIA
Steward Partners Investment Advisory
New York
-$1.92M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
Brightworth
Georgia
$5.26M +$282K +8,832 +6%
HA
27
HC Advisors
Georgia
$5.18M -$272K -8,540 -5%
SL
28
Salomon & Ludwin
Virginia
$5.17M -$91.4K -2,866 -2%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$4.75M -$260K -8,154 -5%
PPW
30
Parcion Private Wealth
Washington
$4.47M – – –
SEIA
31
Signature Estate & Investment Advisors
California
$4.39M +$64K +2,006 +1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$4.07M -$59.3K -1,860 -1%
EAM
33
Evanson Asset Management
California
$3.99M -$101K -3,180 -2%
PPP
34
Private Portfolio Partners
New Jersey
$3.94M +$140K +4,376 +4%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$3.9M -$271K -8,492 -7%
SFS
36
Sowell Financial Services
Arkansas
$3.68M +$211K +6,609 +6%
PP
37
Palladium Partners
Virginia
$3.64M -$115K -3,616 -3%
KFI
38
Key Financial Inc
Pennsylvania
$3.57M +$70.4K +2,240 +2%
PFM
39
Parsec Financial Management
North Carolina
$3.41M -$357K -11,182 -9%
RIA
40
RPG Investment Advisory
California
$3.4M +$2.81K +88 +0.1%
EWM
41
Empirical Wealth Management
Washington
$3.28M +$411K +12,875 +14%
FPIS
42
Financial Planning & Information Services
Wisconsin
$3.25M -$356K -11,165 -10%
TCWA
43
Ten Capital Wealth Advisors
Washington
$3.12M +$175K +5,498 +6%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$3.1M +$302K +9,459 +11%
FCI
45
Financial Counselors Inc
Kansas
$3.02M -$118K -3,707 -4%
CRC
46
Curi RMB Capital
Illinois
$2.95M -$177K -5,542 -6%
HSA
47
HBK Sorce Advisory
Pennsylvania
$2.94M -$177K -5,545 -6%
Stifel Financial
48
Stifel Financial
Missouri
$2.71M +$49.6K +1,556 +2%
GEA
49
Glen Eagle Advisors
New Jersey
$2.68M +$81.1K +2,544 +3%
HFA
50
HC Financial Advisors
California
$2.65M +$367K +11,521 +16%
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