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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $844M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
24
Increased
114
Reduced
98
Closed
22
Calls
$300K
Puts
–
Net Calls
+$300K
Net Calls Change
+$41K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$21.2M
2
M&T Bank
M&T Bank
New York
$30.9M
3
Morgan Stanley
Morgan Stanley
New York
$78.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.76M
5
Creative Planning
Creative Planning
Kansas
$50.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$16.7M
2
PPW
Pasadena Private Wealth
California
$0
3
Wells Fargo
Wells Fargo
California
$22.7M
4
Citadel Advisors
Citadel Advisors
Florida
$341K
5
JFA
JNBA Financial Advisors
Minnesota
$5.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Beacon Financial Group
Texas
$5.59M -$62.9K -1,957 -1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.91M +$49K +1,536 +1%
SL
28
Salomon & Ludwin
Virginia
$4.88M -$65.5K -2,054 -1%
SEIA
29
Signature Estate & Investment Advisors
California
$4.59M +$38.8K +1,216 +0.9%
PPW
30
Parcion Private Wealth
Washington
$4.47M – – –
HA
31
HC Advisors
Georgia
$4.45M +$180K +5,655 +4%
PPP
32
Private Portfolio Partners
New Jersey
$4.43M +$40.6K +1,273 +0.9%
KFI
33
Key Financial Inc
Pennsylvania
$4.38M +$386K +12,114 +10%
AG
34
Ascent Group
Virginia
$4.34M -$36.7K -1,151 -0.8%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$4.07M +$68.6K +2,153 +2%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$3.83M -$290K -9,106 -7%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$3.76M +$2.46M +77,030 +188%
MPW
38
Melone Private Wealth
Michigan
$3.65M -$56.5K -1,848 -2%
BWM
39
BCS Wealth Management
Tennessee
$3.64M -$860 -27 -0%
EWM
40
Empirical Wealth Management
Washington
$3.38M -$8.19K -257 -0.2%
RIA
41
RPG Investment Advisory
California
$3.37M +$3.19K +100 +0.1%
EAM
42
Evanson Asset Management
California
$3.37M -$17.9K -563 -0.5%
PP
43
Palladium Partners
Virginia
$3.37M -$125K -3,920 -4%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$3.19M -$20.7K -650 -0.6%
CRC
45
Curi RMB Capital
Illinois
$3.09M +$101K +3,165 +3%
TCWA
46
Ten Capital Wealth Advisors
Washington
$3M -$198K -6,202 -6%
VA
47
Valmark Advisers
Ohio
$2.93M +$120K +3,775 +4%
Stifel Financial
48
Stifel Financial
Missouri
$2.9M +$344K +10,781 +13%
GIA
49
Gladstone Institutional Advisory
Florida
$2.88M +$514K +16,115 +22%
GEA
50
Glen Eagle Advisors
New Jersey
$2.85M +$46.1K +1,446 +2%
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