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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $794M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 22 closing their positions.

Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
110
Reduced
93
Closed
22
Calls
$262K
Puts
–
Net Calls
+$262K
Net Calls Change
-$38K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$12.9M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$11.2M
3
AssetMark Inc
3
AssetMark Inc
California
$17.3M
4
Cerity Partners
4
Cerity Partners
New York
$3.05M
5
UBS Group
5
UBS Group
Switzerland
$40.9M

Top Sellers

1
BFG
1
Beacon Financial Group
Texas
$3.4M
2
DSCM
2
Del-Sette Capital Management
New York
$7.92M
3
FFA
3
Freedman Financial Associates
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
51
Truepoint Inc
Ohio
$2.71M 96,000 +15,000 +19%
HFA
52
HC Financial Advisors
California
$2.64M 93,511 +11,401 +14%
TCWA
53
Ten Capital Wealth Advisors
Washington
$2.51M 88,973 -5,185 -6%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$2.46M 87,071 +1,204 +1%
GIA
55
Gladstone Institutional Advisory
Florida
$2.43M 86,127 -4,263 -5%
BCI
56
Brinker Capital Investments
Pennsylvania
$2.37M 83,935 +261 +0.3%
FCI
57
Financial Counselors Inc
Kansas
$2.32M 82,161 -536 -0.6%
SYBT
58
Stock Yards Bank & Trust
Kentucky
$2.25M 79,634 +79,634 New
HSA
59
HBK Sorce Advisory
Pennsylvania
$2.05M 72,644 -5,194 -7%
VC
60
Vestor Capital
Illinois
$2.05M 72,460 -578 -0.8%
CAN
61
Cetera Advisor Networks
California
$2.03M 71,944 +10,127 +16%
FPIS
62
Financial Planning & Information Services
Wisconsin
$1.99M 70,629 -9,060 -11%
SHFA
63
SC&H Financial Advisors
Maryland
$1.86M 65,865 – –
CA
64
Cetera Advisors
Colorado
$1.82M 64,452 +1,500 +2%
HighTower Advisors
65
HighTower Advisors
Illinois
$1.81M 64,285 +7,602 +13%
IWA
66
Inspirion Wealth Advisors
Illinois
$1.78M 63,196 -37 -0.1%
FAP
67
Financial Advisory Partners
Florida
$1.76M 62,453 +662 +1%
JCM
68
Janney Capital Management
Pennsylvania
$1.75M 62,120 -1,380 -2%
WB
69
West Bancorporation
Iowa
$1.74M 61,691 +7,883 +15%
IWM
70
IHT Wealth Management
Illinois
$1.72M 60,933 +4,369 +8%
PFM
71
Parsec Financial Management
North Carolina
$1.69M 59,836 -2,421 -4%
IWP
72
IAG Wealth Partners
Wisconsin
$1.68M 59,663 -2,246 -4%
FPS
73
Fieldpoint Private Securities
Connecticut
$1.68M 59,350 +58,846 +11,676%
VC
74
Vicus Capital
Pennsylvania
$1.67M 59,293 +17,694 +43%
AWM
75
Apollon Wealth Management
South Carolina
$1.65M 58,400 -871 -1%
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