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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
97
Reduced
112
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
-$1.05M

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$8.37M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$4.45M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.2M
5
Bank of America
5
Bank of America
North Carolina
$52.2M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$291K
2
HNB
2
Huntington National Bank
Ohio
$15.8M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$6.69M
4
Creative Planning
4
Creative Planning
Kansas
$45.1M
5
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$6.69M -$9.79M -347,214 -59%
BW
27
BIP Wealth
Georgia
$6.14M -$895K -31,751 -13%
Stifel Financial
28
Stifel Financial
Missouri
$6.02M +$83.1K +2,948 +1%
Citadel Advisors
29
Citadel Advisors
Florida
$5.38M +$3.63M +128,794 +208%
PPP
30
Private Portfolio Partners
New Jersey
$5.19M +$195K +6,914 +4%
SEIA
31
Signature Estate & Investment Advisors
California
$4.66M +$189K +6,713 +4%
VA
32
Valmark Advisers
Ohio
$4.61M +$11.6K +413 +0.3%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$4.45M +$4.45M +157,796 New
HA
34
HC Advisors
Georgia
$4.39M +$196K +6,950 +5%
HHRDM
35
H&H Retirement Design & Management
Nevada
$4.29M +$9.89K +360 +0.2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$4.15M -$109K -3,876 -3%
KFI
37
Key Financial Inc
Pennsylvania
$4.14M +$200K +7,090 +5%
BCMO
38
Buckingham Capital Management (Ohio)
Ohio
$4.01M -$147K -5,225 -4%
SL
39
Salomon & Ludwin
Virginia
$4.01M -$50.6K -1,794 -1%
MPW
40
Melone Private Wealth
Michigan
$3.84M +$16.4K +583 +0.4%
GIA
41
Gladstone Institutional Advisory
Florida
$3.79M +$282K +9,986 +8%
CRC
42
Curi RMB Capital
Illinois
$3.77M -$2.54K -90 -0.1%
PPW
43
Parcion Private Wealth
Washington
$3.72M +$80.7K +2,862 +2%
EWM
44
Empirical Wealth Management
Washington
$3.6M +$70.7K +2,506 +2%
DSCM
45
Del-Sette Capital Management
New York
$3.53M +$47.1K +1,671 +1%
BFG
46
Beacon Financial Group
Texas
$3.5M -$1.28M -43,242 -27%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$3.45M -$20.4K -725 -0.6%
GEA
48
Glen Eagle Advisors
New Jersey
$3.33M +$125K +4,427 +4%
SYBT
49
Stock Yards Bank & Trust
Kentucky
$3.19M +$280K +9,925 +10%
KC
50
Kades & Cheifetz
Pennsylvania
$3.18M +$47.7K +1,692 +2%
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