DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

319 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+9
Holders Change %
+2.9%
% of All Funds
4.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
102
Reduced
121
Closed
19
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$1.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
PCG
Prosperity Consulting Group
Maryland
+$8.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
5
M&T Bank
M&T Bank
New York
+$2.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$66.9M
2
HNB
Huntington National Bank
Ohio
-$17.2M
3
IWM
IHT Wealth Management
Illinois
-$7.67M
4
MWM
Meridian Wealth Management
Kentucky
-$4.4M
5
UCFA
United Capital Financial Advisors
Texas
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
26
BIP Wealth
Georgia
$7.14M -$134K -4,108 -2%
Stifel Financial
27
Stifel Financial
Missouri
$7.14M -$5.75K -176 -0.1%
Osaic Holdings
28
Osaic Holdings
Arizona
$6.71M -$3.24M -99,112 -33%
PPP
29
Private Portfolio Partners
New Jersey
$6.25M +$150K +4,575 +2%
UCFA
30
United Capital Financial Advisors
Texas
$6.07M -$3.86M -118,089 -39%
DAS
31
Dynamic Advisor Solutions
Arizona
$5.98M +$64.7K +1,979 +1%
SEIA
32
Signature Estate & Investment Advisors
California
$5.75M +$429K +13,137 +8%
CRC
33
Curi RMB Capital
Illinois
$5.58M +$745K +22,782 +15%
HA
34
HC Advisors
Georgia
$5.53M +$419K +12,815 +8%
KFI
35
Key Financial Inc
Pennsylvania
$5.32M +$88.1K +2,696 +2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$5.3M -$271K -8,282 -5%
VA
37
Valmark Advisers
Ohio
$5.17M -$53.1K -1,625 -1%
CFP
38
Cascade Financial Partners
California
$5.11M +$5.11M +165,128 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$4.99M +$68.5K +2,095 +1%
MPW
40
Melone Private Wealth
Michigan
$4.49M -$78.1K -2,389 -2%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$4.48M +$326K +9,962 +8%
HHRDM
42
H&H Retirement Design & Management
Nevada
$4.47M -$523K -16,746 -10%
EWM
43
Empirical Wealth Management
Washington
$4.47M +$10.4K +317 +0.2%
DSCM
44
Del-Sette Capital Management
New York
$4.41M +$374K +11,448 +9%
SL
45
Salomon & Ludwin
Virginia
$4.34M -$307K -9,388 -7%
PPW
46
Parcion Private Wealth
Washington
$4.32M – – –
GEA
47
Glen Eagle Advisors
New Jersey
$4.14M +$154K +4,726 +4%
FFA
48
Frazier Financial Advisors
Ohio
$4.08M +$15.9K +486 +0.4%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$4M +$272K +8,327 +7%
CA
50
Cetera Advisors
Colorado
$3.94M +$2.3M +70,462 +141%
1
2
3 4 5