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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $830M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
39
Increased
114
Reduced
83
Closed
22
Calls
$347K
Puts
$574K
Net Calls
-$227K
Net Calls Change
-$567K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$74.7M
2
LPL Financial
2
LPL Financial
California
$49.8M
3
UBS Group
3
UBS Group
Switzerland
$49.1M
4
GW
4
GW & Wade
Massachusetts
$4.83M
5
BCMO
5
Buckingham Capital Management (Ohio)
Ohio
$4.09M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$18M
2
AssetMark Inc
2
AssetMark Inc
California
$11.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$29.9M
4
VCS
4
Vaughan & Co Securities
New Jersey
$3.5M
5
RIA
5
RPG Investment Advisory
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
51
Glen Eagle Advisors
New Jersey
$3.08M +$77.9K +2,739 +3%
CAN
52
Cetera Advisor Networks
California
$2.94M +$1.11M +39,049 +61%
Cerity Partners
53
Cerity Partners
New York
$2.81M +$83.5K +2,937 +3%
EAM
54
Evanson Asset Management
California
$2.81M -$29.2K -1,025 -1%
DWMG
55
DB Wealth Management Group
California
$2.76M +$947K +33,301 +52%
TI
56
Truepoint Inc
Ohio
$2.7M -$28.4K -1,000 -1%
FRA
57
FFG Retirement Advisors
Colorado
$2.42M +$2.42M +85,109 New
AG
58
Ascent Group
Virginia
$2.41M -$521K -18,310 -18%
FCI
59
Financial Counselors Inc
Kansas
$2.41M +$29.6K +1,041 +1%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$2.39M -$348K -12,225 -13%
BCI
61
Brinker Capital Investments
Pennsylvania
$2.39M +$796 +28 +0%
TCWA
62
Ten Capital Wealth Advisors
Washington
$2.33M +$29.1K +1,022 +1%
SYBT
63
Stock Yards Bank & Trust
Kentucky
$2.14M -$139K -4,895 -6%
WB
64
West Bancorporation
Iowa
$2.14M +$294K +10,347 +16%
VC
65
Vestor Capital
Illinois
$2.11M +$10.3K +362 +0.5%
CA
66
Cetera Advisors
Colorado
$2M +$52.1K +1,831 +3%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$1.95M -$91.9K -3,233 -4%
FPIS
68
Financial Planning & Information Services
Wisconsin
$1.92M -$87K -3,059 -4%
FAP
69
Financial Advisory Partners
Florida
$1.9M +$74.7K +2,625 +4%
AIM
70
Aspen Investment Management
Michigan
$1.9M +$18.1K +638 +1%
AAS
71
Avantax Advisory Services
Texas
$1.88M +$266K +9,346 +16%
SHFA
72
SC&H Financial Advisors
Maryland
$1.78M -$94.6K -3,328 -5%
1WA
73
180 Wealth Advisors
Washington
$1.75M +$24.1K +790 +1%
IWM
74
IHT Wealth Management
Illinois
$1.73M +$31.2K +1,096 +2%
HighTower Advisors
75
HighTower Advisors
Illinois
$1.71M +$54.3K +1,909 +3%
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3
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