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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $839M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
–
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
110
Reduced
108
Closed
17
Calls
$1.47M
Puts
–
Net Calls
+$1.47M
Net Calls Change
+$1.2M

Top Buyers

1
BTI
Blue Trust Inc
Georgia
+$3.1M
2
UBS Group
UBS Group
Switzerland
+$3.04M
3
LPL Financial
LPL Financial
California
+$2.89M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.5M
5
OPS
Orion Portfolio Solutions
Nebraska
+$2.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29.1M
2
HNB
Huntington National Bank
Ohio
-$18.4M
3
GW
GW & Wade
Massachusetts
-$4.63M
4
DSCM
Del-Sette Capital Management
New York
-$3.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$6.06M +$952K +33,062 +19%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$5.6M +$444K +15,420 +9%
BCI
28
Brinker Capital Investments
Pennsylvania
$5.41M +$2.5M +86,810 +86%
OPS
29
Orion Portfolio Solutions
Nebraska
$5.41M +$2.5M +86,810 +86%
PPP
30
Private Portfolio Partners
New Jersey
$5.1M +$90.7K +3,150 +2%
VA
31
Valmark Advisers
Ohio
$4.7M +$640K +22,243 +16%
BFG
32
Beacon Financial Group
Texas
$4.66M -$184K -6,359 -4%
HHRDM
33
H&H Retirement Design & Management
Nevada
$4.62M -$12.8K -433 -0.3%
SEIA
34
Signature Estate & Investment Advisors
California
$4.57M +$438K +15,225 +11%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$4.35M +$176K +6,124 +4%
HA
36
HC Advisors
Georgia
$4.28M -$48.9K -1,700 -1%
BCMO
37
Buckingham Capital Management (Ohio)
Ohio
$4.25M +$52.9K +1,838 +1%
SL
38
Salomon & Ludwin
Virginia
$4.14M -$152K -5,268 -4%
JFA
39
JNBA Financial Advisors
Minnesota
$4.07M -$206K -7,141 -5%
KFI
40
Key Financial Inc
Pennsylvania
$4.03M +$10.5K +366 +0.3%
MPW
41
Melone Private Wealth
Michigan
$3.9M +$68.8K +2,390 +2%
CRC
42
Curi RMB Capital
Illinois
$3.85M +$792K +27,504 +26%
PPW
43
Parcion Private Wealth
Washington
$3.72M -$139K -4,837 -4%
EWM
44
Empirical Wealth Management
Washington
$3.6M +$110K +3,825 +3%
GIA
45
Gladstone Institutional Advisory
Florida
$3.58M -$230K -7,995 -6%
DSCM
46
Del-Sette Capital Management
New York
$3.55M -$3.06M -106,187 -46%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$3.54M -$96.4K -3,348 -3%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$3.36M -$675K -23,431 -17%
GEA
49
Glen Eagle Advisors
New Jersey
$3.28M +$69.4K +2,402 +2%
AAS
50
Avantax Advisory Services
Texas
$3.27M +$1.24M +43,007 +61%
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