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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $794M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 22 closing their positions.

Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
110
Reduced
93
Closed
22
Calls
$262K
Puts
–
Net Calls
+$262K
Net Calls Change
-$38K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$12.9M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$11.2M
3
AssetMark Inc
3
AssetMark Inc
California
$17.3M
4
Cerity Partners
4
Cerity Partners
New York
$3.05M
5
UBS Group
5
UBS Group
Switzerland
$40.9M

Top Sellers

1
BFG
1
Beacon Financial Group
Texas
$3.4M
2
DSCM
2
Del-Sette Capital Management
New York
$7.92M
3
FFA
3
Freedman Financial Associates
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
B
26
Brightworth
Georgia
$6.45M 228,662 +16,613 +8%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$5.53M 196,128 +78,035 +66%
JFA
28
JNBA Financial Advisors
Minnesota
$4.98M 176,387 -1,574 -0.9%
PPP
29
Private Portfolio Partners
New Jersey
$4.29M 152,099 +13,013 +9%
SL
30
Salomon & Ludwin
Virginia
$4.27M 151,280 -1,842 -1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$4.21M 147,490 -6,541 -4%
HA
32
HC Advisors
Georgia
$4.14M 146,554 +6,970 +5%
SEIA
33
Signature Estate & Investment Advisors
California
$4.11M 145,753 +1,745 +1%
PPW
34
Parcion Private Wealth
Washington
$4.08M 140,100 – –
KFI
35
Key Financial Inc
Pennsylvania
$3.83M 133,990 -3,336 -2%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$3.67M 129,872 +9,734 +8%
CRC
37
Curi RMB Capital
Illinois
$3.61M 127,900 +31,032 +32%
BFG
38
Beacon Financial Group
Texas
$3.4M 57,837 -116,058 -67%
MPW
39
Melone Private Wealth
Michigan
$3.36M 119,214 -154 -0.1%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$3.29M 116,589 +49,551 +74%
AG
41
Ascent Group
Virginia
$3.25M 106,952 -29,169 -21%
BWM
42
BCS Wealth Management
Tennessee
$3.2M 113,446 -677 -0.6%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$3.14M 111,076 +10,988 +11%
Cerity Partners
44
Cerity Partners
New York
$3.05M 108,015 +108,015 New
RIA
45
RPG Investment Advisory
California
$2.97M 105,134 -743 -0.7%
VA
46
Valmark Advisers
Ohio
$2.95M 104,493 +12,593 +14%
EWM
47
Empirical Wealth Management
Washington
$2.93M 103,962 -1,937 -2%
EAM
48
Evanson Asset Management
California
$2.86M 101,442 -4,389 -4%
GEA
49
Glen Eagle Advisors
New Jersey
$2.79M 98,836 +9,536 +11%
Stifel Financial
50
Stifel Financial
Missouri
$2.77M 98,027 +7,020 +8%
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