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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

283 hedge funds and large institutions have $719M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 32 closing their positions.

Holders
283
Holders Change
-11
Holders Change %
-3.74%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
28
Increased
106
Reduced
97
Closed
32
Calls
$340K
Puts
–
Net Calls
+$340K
Net Calls Change
+$78K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.2M
2
LPL Financial
2
LPL Financial
California
$39.7M
3
BFG
3
Beacon Financial Group
Texas
$4.49M
4
UBS Group
4
UBS Group
Switzerland
$39.5M
5
Ameriprise
5
Ameriprise
Minnesota
$19.9M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$56.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$31.2M
4
VCS
4
Vaughan & Co Securities
New Jersey
$6.85M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
26
Beacon Financial Group
Texas
$4.49M 172,538 +114,701 +198%
JFA
27
JNBA Financial Advisors
Minnesota
$4.46M 173,289 -3,098 -2%
PPP
28
Private Portfolio Partners
New Jersey
$4.09M 158,792 +6,693 +4%
SL
29
Salomon & Ludwin
Virginia
$3.85M 149,613 -1,667 -1%
SEIA
30
Signature Estate & Investment Advisors
California
$3.72M 144,646 -1,107 -0.8%
HA
31
HC Advisors
Georgia
$3.7M 143,749 -2,805 -2%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$3.56M 138,269 +8,397 +6%
KFI
33
Key Financial Inc
Pennsylvania
$3.52M 136,580 +2,590 +2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$3.45M 134,091 -13,399 -9%
PPW
35
Parcion Private Wealth
Washington
$3.45M 134,050 -6,050 -4%
MPW
36
Melone Private Wealth
Michigan
$3.28M 121,871 +2,657 +2%
VA
37
Valmark Advisers
Ohio
$3.09M 120,150 +15,657 +15%
AG
38
Ascent Group
Virginia
$3.02M 103,155 -3,797 -4%
EWM
39
Empirical Wealth Management
Washington
$2.94M 114,126 +10,164 +10%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.89M 112,097 +1,021 +0.9%
CRC
41
Curi RMB Capital
Illinois
$2.88M 111,783 -16,117 -13%
BWM
42
BCS Wealth Management
Tennessee
$2.87M 111,502 -1,944 -2%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$2.87M 111,300 -5,289 -5%
Stifel Financial
44
Stifel Financial
Missouri
$2.72M 105,647 +7,620 +8%
GEA
45
Glen Eagle Advisors
New Jersey
$2.72M 105,486 +6,650 +7%
RIA
46
RPG Investment Advisory
California
$2.69M 104,639 -495 -0.5%
EAM
47
Evanson Asset Management
California
$2.57M 99,709 -1,733 -2%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$2.48M 96,256 +9,185 +11%
TI
49
Truepoint Inc
Ohio
$2.47M 96,000 – –
Cerity Partners
50
Cerity Partners
New York
$2.47M 95,944 -12,071 -11%
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