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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$75.7M
2
Stifel Financial
Stifel Financial
Missouri
$16.4M
3
IA
IFP Advisors
Florida
$6.56M
4
RJA
Raymond James & Associates
Florida
$15.3M
5
Two Sigma Investments
Two Sigma Investments
New York
$3.91M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$18.8M
2
SFC
Strategic Financial Concepts
Texas
$300K
3
Bank of America
Bank of America
North Carolina
$68M
4
DAS
Dynamic Advisor Solutions
Arizona
$382K
5
MWM
Meridian Wealth Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
26
Valmark Advisers
Ohio
$7.27M +$1.9M +55,119 +35%
PPP
27
Private Portfolio Partners
New Jersey
$6.79M +$102K +2,968 +2%
IA
28
IFP Advisors
Florida
$6.56M +$5.77M +167,434 +731%
HA
29
HC Advisors
Georgia
$6.45M +$148K +4,298 +2%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$6.43M +$2.04M +59,347 +46%
KFI
31
Key Financial Inc
Pennsylvania
$5.89M +$70.9K +2,056 +1%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$5.77M -$2.99M -86,643 -34%
CFP
33
Cascade Financial Partners
California
$5.76M +$59.5K +1,730 +1%
HHRDM
34
H&H Retirement Design & Management
Nevada
$5.32M +$229K +6,585 +4%
CRC
35
Curi RMB Capital
Illinois
$5.28M – – –
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$5.25M -$23.6K -684 -0.4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$5.24M +$10K +290 +0.2%
Osaic Holdings
38
Osaic Holdings
Arizona
$5.23M -$71.6K -2,075 -1%
DSCM
39
Del-Sette Capital Management
New York
$4.9M -$91.5K -2,654 -2%
MPW
40
Melone Private Wealth
Michigan
$4.77M -$24.6K -712 -0.5%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$4.77M +$464K +13,464 +11%
EWM
42
Empirical Wealth Management
Washington
$4.55M -$106K -3,066 -2%
PPW
43
Parcion Private Wealth
Washington
$4.46M +$30.2K +875 +0.7%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$4.31M +$43.1K +1,249 +1%
FFA
45
Frazier Financial Advisors
Ohio
$4.06M -$191K -5,546 -4%
GEA
46
Glen Eagle Advisors
New Jersey
$4.02M -$249K -7,206 -6%
Two Sigma Investments
47
Two Sigma Investments
New York
$3.91M +$2.87M +83,100 +273%
KC
48
Kades & Cheifetz
Pennsylvania
$3.78M +$81.4K +2,360 +2%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$3.59M -$488K -14,152 -12%
AAS
50
Avantax Advisory Services
Texas
$3.4M -$20.2K -585 -0.6%
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