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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $830M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
39
Increased
114
Reduced
83
Closed
22
Calls
$347K
Puts
$574K
Net Calls
-$227K
Net Calls Change
-$567K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$74.7M
2
LPL Financial
2
LPL Financial
California
$49.8M
3
UBS Group
3
UBS Group
Switzerland
$49.1M
4
GW
4
GW & Wade
Massachusetts
$4.83M
5
BCMO
5
Buckingham Capital Management (Ohio)
Ohio
$4.09M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$18M
2
AssetMark Inc
2
AssetMark Inc
California
$11.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$29.9M
4
VCS
4
Vaughan & Co Securities
New Jersey
$3.5M
5
RIA
5
RPG Investment Advisory
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Beacon Financial Group
Texas
$4.88M -$23.6K -831 -0.5%
JFA
27
JNBA Financial Advisors
Minnesota
$4.88M -$46.7K -1,643 -0.9%
GW
28
GW & Wade
Massachusetts
$4.83M +$4.09M +143,764 +550%
PPP
29
Private Portfolio Partners
New Jersey
$4.81M +$296K +10,424 +7%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$4.38M +$451K +15,867 +11%
SL
31
Salomon & Ludwin
Virginia
$4.26M +$5.35K +188 +0.1%
SEIA
32
Signature Estate & Investment Advisors
California
$4.13M +$10.6K +372 +0.3%
BCMO
33
Buckingham Capital Management (Ohio)
Ohio
$4.09M +$3.37M +118,572 +467%
HA
34
HC Advisors
Georgia
$4.09M -$2.7K -95 -0.1%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$3.9M +$83.1K +2,920 +2%
PPW
36
Parcion Private Wealth
Washington
$3.81M – – –
VA
37
Valmark Advisers
Ohio
$3.77M +$351K +12,353 +10%
MPW
38
Melone Private Wealth
Michigan
$3.73M +$267K +9,402 +8%
HSA
39
HBK Sorce Advisory
Pennsylvania
$3.57M +$1.55M +54,475 +77%
Truist Financial
40
Truist Financial
North Carolina
$3.55M +$3.24M +113,967 +1,056%
KFI
41
Key Financial Inc
Pennsylvania
$3.52M – – –
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$3.51M +$348K +12,221 +11%
VCS
43
Vaughan & Co Securities
New Jersey
$3.5M -$4.06M -142,921 -54%
GIA
44
Gladstone Institutional Advisory
Florida
$3.49M +$1.15M +40,489 +49%
EWM
45
Empirical Wealth Management
Washington
$3.34M +$96.8K +3,403 +3%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$3.28M +$1.94M +68,370 +145%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$3.28M +$95.7K +3,365 +3%
BWM
48
BCS Wealth Management
Tennessee
$3.17M – – –
KC
49
Kades & Cheifetz
Pennsylvania
$3.1M +$3.1M +108,892 New
CRC
50
Curi RMB Capital
Illinois
$3.08M -$97.2K -3,417 -3%
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