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

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.5M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.6M
4
PWAC
4
Private Wealth Advisors (California)
California
$0
5
JFA
5
JNBA Financial Advisors
Minnesota
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
26
Pasadena Private Wealth
California
$5.92M +$25.2K +766 +0.4%
BFG
27
Beacon Financial Group
Texas
$5.82M +$22.9K +692 +0.4%
SL
28
Salomon & Ludwin
Virginia
$5.1M -$64.7K -1,970 -1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$5.01M +$952K +28,957 +23%
SEIA
30
Signature Estate & Investment Advisors
California
$4.69M -$9.3K -283 -0.2%
PPW
31
Parcion Private Wealth
Washington
$4.67M – – –
PPP
32
Private Portfolio Partners
New Jersey
$4.53M +$76.6K +2,331 +2%
HA
33
HC Advisors
Georgia
$4.4M +$7.89K +240 +0.2%
AG
34
Ascent Group
Virginia
$4.29M +$4.29M +137,272 New
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$4.25M -$350K -10,657 -8%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$4.13M +$38.7K +1,179 +0.9%
KFI
37
Key Financial Inc
Pennsylvania
$4.11M +$140K +4,266 +4%
MPW
38
Melone Private Wealth
Michigan
$3.98M +$3.98M +121,216 New
BWM
39
BCS Wealth Management
Tennessee
$3.75M -$214K -6,523 -5%
PP
40
Palladium Partners
Virginia
$3.6M -$103K -3,128 -3%
EAM
41
Evanson Asset Management
California
$3.5M -$647K -19,684 -16%
EWM
42
Empirical Wealth Management
Washington
$3.49M -$35.7K -1,085 -1%
RIA
43
RPG Investment Advisory
California
$3.48M +$18.8K +572 +0.5%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$3.31M +$97.2K +2,958 +3%
TCWA
45
Ten Capital Wealth Advisors
Washington
$3.3M +$24.4K +743 +0.7%
CRC
46
Curi RMB Capital
Illinois
$3.08M – – –
VA
47
Valmark Advisers
Ohio
$2.9M +$134K +4,068 +5%
GEA
48
Glen Eagle Advisors
New Jersey
$2.89M +$139K +4,230 +5%
Citadel Advisors
49
Citadel Advisors
Florida
$2.83M +$1.93M +58,757 +214%
FPIS
50
Financial Planning & Information Services
Wisconsin
$2.81M -$272K -8,264 -9%
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