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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

276 hedge funds and large institutions have $767M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
87
Reduced
101
Closed
19
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
+$79K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$4.12M
2
BWM
BCS Wealth Management
Tennessee
+$3.72M
3
Creative Planning
Creative Planning
Kansas
+$2.77M
4
GIA
Gladstone Institutional Advisory
Florida
+$1.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.24M
2
SFS
Sowell Financial Services
Arkansas
-$3.68M
3
JFA
JNBA Financial Advisors
Minnesota
-$2.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
5
WAM
WealthTrust Asset Management
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Beacon Financial Group
Texas
$5.42M +$15.7K +507 +0.3%
SL
27
Salomon & Ludwin
Virginia
$4.85M -$157K -5,107 -3%
PPW
28
Parcion Private Wealth
Washington
$4.46M – – –
SEIA
29
Signature Estate & Investment Advisors
California
$4.41M +$163K +5,285 +4%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$4.31M -$274K -8,881 -6%
PPP
31
Private Portfolio Partners
New Jersey
$4.18M +$371K +12,045 +10%
FTUS
32
Flow Traders U.S.
New York
$4.12M +$4.12M +133,730 New
HA
33
HC Advisors
Georgia
$4.12M -$889K -28,819 -18%
EAM
34
Evanson Asset Management
California
$4M +$30.8K +969 +0.8%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$3.84M +$72.2K +2,342 +2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$3.81M -$126K -4,102 -3%
KFI
37
Key Financial Inc
Pennsylvania
$3.73M +$228K +7,380 +6%
BWM
38
BCS Wealth Management
Tennessee
$3.72M +$3.72M +120,673 New
PP
39
Palladium Partners
Virginia
$3.48M -$44.6K -1,446 -1%
EWM
40
Empirical Wealth Management
Washington
$3.31M +$140K +4,556 +4%
RIA
41
RPG Investment Advisory
California
$3.24M -$41.8K -1,357 -1%
TCWA
42
Ten Capital Wealth Advisors
Washington
$3.07M +$59K +1,914 +2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$3.02M +$19.4K +630 +0.6%
FCI
44
Financial Counselors Inc
Kansas
$2.91M -$11.2K -363 -0.4%
FPIS
45
Financial Planning & Information Services
Wisconsin
$2.89M -$249K -8,073 -8%
CRC
46
Curi RMB Capital
Illinois
$2.89M +$40K +1,297 +1%
HSA
47
HBK Sorce Advisory
Pennsylvania
$2.65M -$193K -6,261 -7%
GEA
48
Glen Eagle Advisors
New Jersey
$2.63M -$14.7K -469 -0.6%
VA
49
Valmark Advisers
Ohio
$2.59M +$263K +8,517 +11%
HFA
50
HC Financial Advisors
California
$2.51M -$49.2K -1,595 -2%
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