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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

283 hedge funds and large institutions have $719M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 32 closing their positions.

Holders
283
Holders Change
-11
Holders Change %
-3.74%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
28
Increased
106
Reduced
97
Closed
32
Calls
$340K
Puts
–
Net Calls
+$340K
Net Calls Change
+$78K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.2M
2
LPL Financial
2
LPL Financial
California
$39.7M
3
BFG
3
Beacon Financial Group
Texas
$4.49M
4
UBS Group
4
UBS Group
Switzerland
$39.5M
5
Ameriprise
5
Ameriprise
Minnesota
$19.9M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$56.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$31.2M
4
VCS
4
Vaughan & Co Securities
New Jersey
$6.85M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$2.16M 83,847 -88 -0.1%
FCI
52
Financial Counselors Inc
Kansas
$2.16M 83,710 +1,549 +2%
GIA
53
Gladstone Institutional Advisory
Florida
$2.12M 82,206 -3,921 -5%
TCWA
54
Ten Capital Wealth Advisors
Washington
$2.08M 80,868 -8,105 -9%
SYBT
55
Stock Yards Bank & Trust
Kentucky
$2.07M 80,224 +590 +0.7%
VC
56
Vestor Capital
Illinois
$1.9M 73,808 +1,348 +2%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$1.85M 71,921 +16,602 +30%
HSA
58
HBK Sorce Advisory
Pennsylvania
$1.83M 70,987 -1,657 -2%
FPIS
59
Financial Planning & Information Services
Wisconsin
$1.81M 70,470 -159 -0.2%
VC
60
Vicus Capital
Pennsylvania
$1.81M 70,182 +10,889 +18%
CA
61
Cetera Advisors
Colorado
$1.77M 68,573 +4,121 +6%
AIM
62
Aspen Investment Management
Michigan
$1.7M 66,028 +8,950 +16%
SHFA
63
SC&H Financial Advisors
Maryland
$1.7M 65,865 – –
WB
64
West Bancorporation
Iowa
$1.67M 64,802 +3,111 +5%
CAN
65
Cetera Advisor Networks
California
$1.65M 64,231 -7,713 -11%
FAP
66
Financial Advisory Partners
Florida
$1.65M 64,146 +1,693 +3%
DWMG
67
DB Wealth Management Group
California
$1.64M 63,579 +13,933 +28%
CAL
68
Capital Analysts LLC
Pennsylvania
$1.6M 62,121 +5,192 +9%
JCM
69
Janney Capital Management
Pennsylvania
$1.55M 60,365 -1,755 -3%
IWM
70
IHT Wealth Management
Illinois
$1.54M 59,894 -1,039 -2%
IWP
71
IAG Wealth Partners
Wisconsin
$1.53M 59,269 -394 -0.7%
HighTower Advisors
72
HighTower Advisors
Illinois
$1.5M 58,298 -5,987 -9%
IWA
73
Intercontinental Wealth Advisors
Texas
$1.49M 58,044 +2 +0%
AWM
74
Apollon Wealth Management
South Carolina
$1.49M 57,821 -579 -1%
PFM
75
Parsec Financial Management
North Carolina
$1.48M 57,506 -2,330 -4%
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3
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