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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $839M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
–
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
110
Reduced
108
Closed
17
Calls
$1.47M
Puts
–
Net Calls
+$1.47M
Net Calls Change
+$1.2M

Top Buyers

1
BTI
Blue Trust Inc
Georgia
+$3.1M
2
UBS Group
UBS Group
Switzerland
+$3.04M
3
LPL Financial
LPL Financial
California
+$2.89M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.5M
5
OPS
Orion Portfolio Solutions
Nebraska
+$2.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29.1M
2
HNB
Huntington National Bank
Ohio
-$18.4M
3
GW
GW & Wade
Massachusetts
-$4.63M
4
DSCM
Del-Sette Capital Management
New York
-$3.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
51
Kades & Cheifetz
Pennsylvania
$3.2M +$51K +1,771 +2%
BTI
52
Blue Trust Inc
Georgia
$3.1M +$3.1M +108,468 New
VCS
53
Vaughan & Co Securities
New Jersey
$2.99M -$452K -15,689 -13%
SYBT
54
Stock Yards Bank & Trust
Kentucky
$2.98M +$923K +32,050 +45%
EAM
55
Evanson Asset Management
California
$2.9M -$163K -5,665 -5%
CAN
56
Cetera Advisor Networks
California
$2.87M -$132K -4,589 -4%
IWP
57
Invenio Wealth Partners
Florida
$2.82M +$2.82M +97,934 New
HighTower Advisors
58
HighTower Advisors
Illinois
$2.81M +$1.1M +38,119 +64%
DWMG
59
DB Wealth Management Group
California
$2.79M -$25.5K -884 -0.9%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$2.78M +$1.01M +35,174 +57%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$2.72M +$299K +10,398 +12%
Cerity Partners
62
Cerity Partners
New York
$2.66M -$102K -3,538 -4%
AG
63
Ascent Group
Virginia
$2.45M -$39.8K -1,311 -2%
FCI
64
Financial Counselors Inc
Kansas
$2.4M -$57.3K -1,990 -2%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$2.36M -$656K -22,799 -22%
VC
66
Vestor Capital
Illinois
$2.12M +$40.2K +1,395 +2%
FAP
67
Financial Advisory Partners
Florida
$2.03M +$9.85K +342 +0.5%
WB
68
West Bancorporation
Iowa
$2.01M -$7.2K -250 -0.4%
AIM
69
Alhambra Investment Management
Florida
$1.89M +$88.4K +3,071 +5%
TI
70
Truepoint Inc
Ohio
$1.87M – – –
TCWA
71
Ten Capital Wealth Advisors
Washington
$1.82M -$311K -10,811 -15%
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$1.81M -$414K -14,391 -19%
SHFA
73
SC&H Financial Advisors
Maryland
$1.8M +$3.43K +119 +0.2%
Citadel Advisors
74
Citadel Advisors
Florida
$1.78M -$995K -34,549 -36%
CAL
75
Capital Analysts LLC
Pennsylvania
$1.75M -$79.9K -2,775 -4%
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