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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

297 hedge funds and large institutions have $860M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+21
Holders Change %
+7.61%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
50
Increased
112
Reduced
75
Closed
25
Calls
$476K
Puts
$217K
Net Calls
+$259K
Net Calls Change
-$247K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$52.6M
2
Wells Fargo
2
Wells Fargo
California
$27.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.83M
4
AWM
4
Apollon Wealth Management
South Carolina
$1.91M
5
WP
5
WealthShield Partners
North Carolina
$1.32M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.5M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.6M
4
PWAC
4
Private Wealth Advisors (California)
California
$0
5
JFA
5
JNBA Financial Advisors
Minnesota
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
51
Financial Counselors Inc
Kansas
$2.71M -$399K -12,135 -13%
HSA
52
HBK Sorce Advisory
Pennsylvania
$2.68M -$145K -4,416 -5%
TI
53
Truepoint Inc
Ohio
$2.66M – – –
Stifel Financial
54
Stifel Financial
Missouri
$2.64M +$52K +1,584 +2%
HFA
55
HC Financial Advisors
California
$2.63M -$47.8K -1,454 -2%
VC
56
Vestor Capital
Illinois
$2.46M +$4.37K +133 +0.2%
GIA
57
Gladstone Institutional Advisory
Florida
$2.44M +$740K +22,520 +44%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$2.43M +$304K +9,258 +14%
SHFA
59
SC&H Financial Advisors
Maryland
$2.16M +$2.16M +65,865 New
IWA
60
Inspirion Wealth Advisors
Illinois
$2.13M +$427K +13,003 +25%
JCM
61
Janney Capital Management
Pennsylvania
$2.11M -$76.4K -2,326 -3%
PFM
62
Parsec Financial Management
North Carolina
$2.08M – – –
IWP
63
IAG Wealth Partners
Wisconsin
$2.08M -$87.8K -2,673 -4%
IWA
64
Intercontinental Wealth Advisors
Texas
$1.92M -$36.9K -1,122 -2%
AWM
65
Apollon Wealth Management
South Carolina
$1.91M +$1.91M +58,036 New
CA
66
Cetera Advisors
Colorado
$1.89M -$54K -1,642 -3%
IA
67
IFP Advisors
Florida
$1.88M -$15.7K -476 -0.8%
ONSWM
68
Old North State Wealth Management
North Carolina
$1.84M +$1.84M +55,852 New
HighTower Advisors
69
HighTower Advisors
Illinois
$1.83M +$99.5K +3,023 +6%
AIM
70
Aspen Investment Management
Michigan
$1.81M +$2.63K +80 +0.1%
BCI
71
Brinker Capital Investments
Pennsylvania
$1.81M -$98.1K -2,984 -5%
FAP
72
Financial Advisory Partners
Florida
$1.8M +$1.8M +54,791 New
CAL
73
Capital Analysts LLC
Pennsylvania
$1.79M +$8.97K +273 +0.5%
1WA
74
180 Wealth Advisors
Washington
$1.72M +$24.4K +780 +1%
CWM
75
Connecticut Wealth Management
Connecticut
$1.69M -$226K -6,881 -12%
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