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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

322 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
101
Reduced
137
Closed
18
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
-$1.37M

Top Buyers

1
MWM
1
Meridian Wealth Management
Kentucky
$4.27M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.99M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.14M
4
FTUS
4
Flow Traders U.S.
New York
$1.82M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.9M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$16.1M
2
CICC
2
Capital Investment Counsel (Colorado)
Colorado
$486K
3
Bank of America
3
Bank of America
North Carolina
$66.8M
4
UCFA
4
United Capital Financial Advisors
Texas
$553K
5
AssetMark Inc
5
AssetMark Inc
California
$7.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
51
JPL Wealth Management
Colorado
$3.29M +$108K +3,463 +3%
SYBT
52
Stock Yards Bank & Trust
Kentucky
$3.27M -$370K -11,887 -10%
AAS
53
Avantax Advisory Services
Texas
$3.09M +$23.4K +750 +0.8%
BFG
54
Beacon Financial Group
Texas
$3.08M -$257K -8,254 -8%
Citadel Advisors
55
Citadel Advisors
Florida
$2.9M +$1.47M +47,209 +103%
EAM
56
Evanson Asset Management
California
$2.88M -$168K -5,386 -6%
BCMO
57
Buckingham Capital Management (Ohio)
Ohio
$2.8M -$335K -10,741 -11%
HighTower Advisors
58
HighTower Advisors
Illinois
$2.67M -$696K -22,380 -21%
Cerity Partners
59
Cerity Partners
New York
$2.55M -$165K -5,309 -6%
VCS
60
Vaughan & Co Securities
New Jersey
$2.54M -$148K -4,749 -6%
NA
61
NewEdge Advisors
Louisiana
$2.49M +$397K +12,738 +19%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$2.29M -$424K -13,612 -16%
FCI
63
Financial Counselors Inc
Kansas
$2.14M -$380K -12,201 -15%
Goldman Sachs
64
Goldman Sachs
New York
$2.14M +$1.84M +58,979 +608%
SL
65
Salomon & Ludwin
Virginia
$2.12M -$1.98M -64,138 -48%
AG
66
Ascent Group
Virginia
$2.12M -$48K -1,540 -2%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$2.08M +$308K +9,883 +17%
VC
68
Vestor Capital
Illinois
$2.06M -$27.3K -876 -1%
JFA
69
JNBA Financial Advisors
Minnesota
$1.86M -$236K -7,580 -11%
AIM
70
Aspen Investment Management
Michigan
$1.85M +$93 +3 +0%
GIA
71
Gladstone Institutional Advisory
Florida
$1.83M -$866K -27,812 -32%
FTUS
72
Flow Traders U.S.
New York
$1.82M +$1.82M +58,535 New
CAL
73
Capital Analysts LLC
Pennsylvania
$1.82M +$68.9K +2,212 +4%
1WA
74
180 Wealth Advisors
Washington
$1.78M +$1.03K +32 +0.1%
MWM
75
Modera Wealth Management
New Jersey
$1.77M -$15.7K -503 -0.9%
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