DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

293 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
97
Reduced
112
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
-$1.05M

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$8.37M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$4.45M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.2M
5
Bank of America
5
Bank of America
North Carolina
$52.2M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$291K
2
HNB
2
Huntington National Bank
Ohio
$15.8M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$6.69M
4
Creative Planning
4
Creative Planning
Kansas
$45.1M
5
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$3.16M -$134K -4,748 -4%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$2.96M +$239K +8,475 +9%
CAN
53
Cetera Advisor Networks
California
$2.92M +$109K +3,864 +4%
AAS
54
Avantax Advisory Services
Texas
$2.84M -$362K -12,846 -11%
OPS
55
Orion Portfolio Solutions
Nebraska
$2.83M -$2.46M -87,277 -46%
BCI
56
Brinker Capital Investments
Pennsylvania
$2.83M -$2.46M -87,277 -46%
JFA
57
JNBA Financial Advisors
Minnesota
$2.81M -$1.18M -41,754 -30%
VCS
58
Vaughan & Co Securities
New Jersey
$2.74M -$189K -6,706 -6%
EAM
59
Evanson Asset Management
California
$2.73M -$113K -4,009 -4%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$2.65M -$12.5K -445 -0.5%
HighTower Advisors
61
HighTower Advisors
Illinois
$2.58M -$164K -5,828 -6%
DWMG
62
DB Wealth Management Group
California
$2.55M -$188K -6,679 -7%
Cerity Partners
63
Cerity Partners
New York
$2.41M -$197K -7,002 -8%
FCI
64
Financial Counselors Inc
Kansas
$2.39M +$35.6K +1,261 +2%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$2.25M -$66.1K -2,345 -3%
FAP
66
Financial Advisory Partners
Florida
$2.1M +$114K +4,043 +6%
VC
67
Vestor Capital
Illinois
$2.09M +$17.3K +612 +0.8%
AG
68
Ascent Group
Virginia
$2.03M -$194K -7,058 -9%
PAG
69
Private Advisor Group
New Jersey
$1.97M +$763K +27,420 +63%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$1.95M +$1.65M +58,639 +555%
WB
71
West Bancorporation
Iowa
$1.9M -$60.2K -2,133 -3%
IWP
72
Invenio Wealth Partners
Florida
$1.9M -$863K -30,615 -31%
JCM
73
Janney Capital Management
Pennsylvania
$1.87M +$204K +7,232 +12%
AIM
74
Alhambra Investment Management
Florida
$1.86M +$3.3K +117 +0.2%
TI
75
Truepoint Inc
Ohio
$1.83M – – –
1 2
3
4 5