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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $844M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
24
Increased
114
Reduced
98
Closed
22
Calls
$300K
Puts
–
Net Calls
+$300K
Net Calls Change
+$41K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$21.2M
2
M&T Bank
2
M&T Bank
New York
$30.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$78.6M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.76M
5
Creative Planning
5
Creative Planning
Kansas
$50.3M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$16.7M
2
PPW
2
Pasadena Private Wealth
California
$0
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$341K
5
JFA
5
JNBA Financial Advisors
Minnesota
$5.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$2.74M +$381K +11,962 +16%
BCI
52
Brinker Capital Investments
Pennsylvania
$2.67M +$911K +28,596 +52%
FCI
53
Financial Counselors Inc
Kansas
$2.64M +$11.6K +364 +0.4%
HFA
54
HC Financial Advisors
California
$2.62M +$70.6K +2,216 +3%
TI
55
Truepoint Inc
Ohio
$2.58M – – –
FPIS
56
Financial Planning & Information Services
Wisconsin
$2.54M -$189K -5,928 -7%
HSA
57
HBK Sorce Advisory
Pennsylvania
$2.48M -$114K -3,588 -4%
VC
58
Vestor Capital
Illinois
$2.33M -$60.3K -1,893 -3%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$2.14M +$760K +23,854 +55%
SHFA
60
SC&H Financial Advisors
Maryland
$2.1M – – –
JCM
61
Janney Capital Management
Pennsylvania
$2.02M -$26.5K -832 -1%
IWA
62
Inspirion Wealth Advisors
Illinois
$2.02M -$50.3K -1,578 -2%
CA
63
Cetera Advisors
Colorado
$2.01M +$169K +5,311 +9%
PFM
64
Parsec Financial Management
North Carolina
$1.98M -$35.4K -1,110 -2%
IWP
65
IAG Wealth Partners
Wisconsin
$1.97M -$39.4K -1,235 -2%
CAN
66
Cetera Advisor Networks
California
$1.97M +$435K +13,641 +28%
FAP
67
Financial Advisory Partners
Florida
$1.97M +$223K +7,000 +13%
AWM
68
Apollon Wealth Management
South Carolina
$1.89M +$39.4K +1,235 +2%
IWA
69
Intercontinental Wealth Advisors
Texas
$1.85M -$10K -315 -0.5%
BPA
70
Beacon Pointe Advisors
California
$1.83M +$615K +19,311 +51%
CAL
71
Capital Analysts LLC
Pennsylvania
$1.82M +$82.5K +2,587 +5%
HighTower Advisors
72
HighTower Advisors
Illinois
$1.81M +$37.6K +1,177 +2%
AIM
73
Aspen Investment Management
Michigan
$1.8M +$44.6K +1,399 +3%
IWM
74
IHT Wealth Management
Illinois
$1.8M +$338K +10,609 +23%
ONSWM
75
Old North State Wealth Management
North Carolina
$1.79M +$6.18K +194 +0.3%
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