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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $841M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
–
Holders Change %
0%
% of All Funds
4.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
105
Reduced
101
Closed
22
Calls
$271K
Puts
–
Net Calls
+$271K
Net Calls Change
+$498K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$79.9M
2
HHRDM
H&H Retirement Design & Management
Nevada
$4.45M
3
Citadel Advisors
Citadel Advisors
Florida
$2.76M
4
OPS
Orion Portfolio Solutions
Nebraska
$2.88M
5
Truist Financial
Truist Financial
North Carolina
$5.86M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$18.4M
2
BWM
BCS Wealth Management
Tennessee
$0
3
LPL Financial
LPL Financial
California
$47.8M
4
HSA
HBK Sorce Advisory
Pennsylvania
$1.72M
5
AssetMark Inc
AssetMark Inc
California
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$5.12M +$715K +25,025 +16%
Stifel Financial
27
Stifel Financial
Missouri
$5.07M +$60.3K +2,112 +1%
PPP
28
Private Portfolio Partners
New Jersey
$4.97M +$141K +4,920 +3%
GW
29
GW & Wade
Massachusetts
$4.91M +$54.3K +1,900 +1%
BFG
30
Beacon Financial Group
Texas
$4.74M -$106K -3,752 -2%
HHRDM
31
H&H Retirement Design & Management
Nevada
$4.45M +$4.45M +156,428 New
HA
32
HC Advisors
Georgia
$4.29M +$189K +6,630 +5%
SL
33
Salomon & Ludwin
Virginia
$4.26M -$16.4K -574 -0.4%
JFA
34
JNBA Financial Advisors
Minnesota
$4.24M -$661K -23,153 -13%
BCMO
35
Buckingham Capital Management (Ohio)
Ohio
$4.16M +$49.2K +1,722 +1%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$4.14M +$227K +7,960 +6%
SEIA
37
Signature Estate & Investment Advisors
California
$4.1M -$46.8K -1,638 -1%
VA
38
Valmark Advisers
Ohio
$4.02M +$239K +8,381 +6%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$4M +$702K +24,585 +21%
KFI
40
Key Financial Inc
Pennsylvania
$3.98M +$81.7K +2,861 +2%
PPW
41
Parcion Private Wealth
Washington
$3.83M – – –
GIA
42
Gladstone Institutional Advisory
Florida
$3.78M +$274K +9,604 +8%
MPW
43
Melone Private Wealth
Michigan
$3.71M +$51.1K +1,833 +1%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$3.61M +$79.4K +2,780 +2%
EWM
45
Empirical Wealth Management
Washington
$3.46M +$108K +3,786 +3%
VCS
46
Vaughan & Co Securities
New Jersey
$3.42M -$100K -3,505 -3%
GEA
47
Glen Eagle Advisors
New Jersey
$3.18M +$88.6K +3,101 +3%
KC
48
Kades & Cheifetz
Pennsylvania
$3.12M +$9.63K +337 +0.3%
EAM
49
Evanson Asset Management
California
$3.04M +$220K +7,707 +8%
CRC
50
Curi RMB Capital
Illinois
$3.04M -$59.5K -2,085 -2%
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