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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+9
Holders Change %
+2.9%
% of All Funds
4.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
102
Reduced
121
Closed
19
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$1.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
PCG
Prosperity Consulting Group
Maryland
+$8.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
5
M&T Bank
M&T Bank
New York
+$2.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$66.9M
2
HNB
Huntington National Bank
Ohio
-$17.2M
3
IWM
IHT Wealth Management
Illinois
-$7.67M
4
MWM
Meridian Wealth Management
Kentucky
-$4.4M
5
UCFA
United Capital Financial Advisors
Texas
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$3.91M +$415K +12,685 +12%
SYBT
52
Stock Yards Bank & Trust
Kentucky
$3.82M +$68.6K +2,098 +2%
CAN
53
Cetera Advisor Networks
California
$3.63M +$15.9K +487 +0.4%
KC
54
Kades & Cheifetz
Pennsylvania
$3.6M -$170K -5,213 -5%
HighTower Advisors
55
HighTower Advisors
Illinois
$3.54M -$997K -30,466 -22%
BFG
56
Beacon Financial Group
Texas
$3.51M -$1.05M -32,127 -23%
JWM
57
JPL Wealth Management
Colorado
$3.34M +$427K +13,061 +15%
BCMO
58
Buckingham Capital Management (Ohio)
Ohio
$3.29M -$664K -20,307 -17%
AAS
59
Avantax Advisory Services
Texas
$3.22M +$7.26K +222 +0.2%
EAM
60
Evanson Asset Management
California
$3.2M +$35.8K +1,095 +1%
AWM
61
Apollon Wealth Management
South Carolina
$2.9M -$8.89K -272 -0.3%
Cerity Partners
62
Cerity Partners
New York
$2.85M -$167K -5,121 -6%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$2.84M +$2.84M +86,977 New
GIA
64
Gladstone Institutional Advisory
Florida
$2.83M -$1.17M -35,840 -29%
VCS
65
Vaughan & Co Securities
New Jersey
$2.82M -$101K -3,094 -3%
BCI
66
Brinker Capital Investments
Pennsylvania
$2.69M -$162K -4,969 -6%
OPS
67
Orion Portfolio Solutions
Nebraska
$2.69M -$162K -4,969 -6%
FCI
68
Financial Counselors Inc
Kansas
$2.65M -$82K -2,509 -3%
FRA
69
FFG Retirement Advisors
Colorado
$2.58M +$1.54M +47,261 +149%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$2.28M -$192K -5,875 -8%
AG
71
Ascent Group
Virginia
$2.27M +$7.32K +224 +0.3%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$2.25M +$295K +9,034 +15%
JFA
73
JNBA Financial Advisors
Minnesota
$2.2M -$542K -16,591 -20%
AIM
74
Alhambra Investment Management
Florida
$2.2M +$24.6K +753 +1%
NA
75
NewEdge Advisors
Louisiana
$2.2M +$972K +29,728 +79%
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