DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

322 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
101
Reduced
137
Closed
18
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
-$1.37M

Top Buyers

1
MWM
1
Meridian Wealth Management
Kentucky
$4.27M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.99M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.14M
4
FTUS
4
Flow Traders U.S.
New York
$1.82M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.9M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$16.1M
2
CICC
2
Capital Investment Counsel (Colorado)
Colorado
$486K
3
Bank of America
3
Bank of America
North Carolina
$66.8M
4
UCFA
4
United Capital Financial Advisors
Texas
$553K
5
AssetMark Inc
5
AssetMark Inc
California
$7.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
26
BIP Wealth
Georgia
$6.27M -$542K -17,404 -8%
PPP
27
Private Portfolio Partners
New Jersey
$6.04M +$80.5K +2,584 +1%
DAS
28
Dynamic Advisor Solutions
Arizona
$5.72M +$22.7K +729 +0.4%
HA
29
HC Advisors
Georgia
$5.69M +$415K +13,313 +8%
KFI
30
Key Financial Inc
Pennsylvania
$5.26M +$183K +5,878 +4%
CFP
31
Cascade Financial Partners
California
$5.16M +$19.6K +630 +0.4%
HHRDM
32
H&H Retirement Design & Management
Nevada
$5M +$117K +3,439 +2%
VA
33
Valmark Advisers
Ohio
$4.85M -$79.7K -2,558 -2%
Osaic Holdings
34
Osaic Holdings
Arizona
$4.79M -$1.61M -51,741 -25%
CRC
35
Curi RMB Capital
Illinois
$4.77M -$545K -17,508 -10%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$4.76M -$295K -9,465 -6%
SEIA
37
Signature Estate & Investment Advisors
California
$4.76M -$721K -23,147 -13%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$4.72M -$38.5K -1,236 -0.8%
DSCM
39
Del-Sette Capital Management
New York
$4.51M +$304K +9,758 +7%
MPW
40
Melone Private Wealth
Michigan
$4.33M +$52.4K +1,681 +1%
MWM
41
Meridian Wealth Management
Kentucky
$4.27M +$4.27M +136,987 New
EWM
42
Empirical Wealth Management
Washington
$4.21M -$52.2K -1,675 -1%
PPW
43
Parcion Private Wealth
Washington
$4M -$111K -3,575 -3%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$3.99M +$1.84M +59,177 +86%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$3.89M -$386K -12,391 -9%
GEA
46
Glen Eagle Advisors
New Jersey
$3.85M -$90.8K -2,914 -2%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$3.85M +$126K +4,040 +3%
FFA
48
Frazier Financial Advisors
Ohio
$3.84M -$43.4K -1,392 -1%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$3.68M -$127K -4,061 -3%
KC
50
Kades & Cheifetz
Pennsylvania
$3.34M -$97.5K -3,129 -3%
1
2
3 4 5