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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$75.7M
2
Stifel Financial
2
Stifel Financial
Missouri
$16.4M
3
IA
3
IFP Advisors
Florida
$6.56M
4
RJA
4
Raymond James & Associates
Florida
$15.3M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.91M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$18.8M
2
SFC
2
Strategic Financial Concepts
Texas
$300K
3
Bank of America
3
Bank of America
North Carolina
$68M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$382K
5
MWM
5
Meridian Wealth Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
51
Beacon Financial Group
Texas
$3.37M -$44.6K -1,292 -1%
SYBT
52
Stock Yards Bank & Trust
Kentucky
$3.28M -$332K -9,625 -9%
EAM
53
Evanson Asset Management
California
$3.18M -$11.8K -343 -0.4%
BCMO
54
Buckingham Capital Management (Ohio)
Ohio
$3M -$96.3K -2,791 -3%
SEIA
55
Signature Estate & Investment Advisors
California
$2.98M -$2.28M -66,227 -43%
HighTower Advisors
56
HighTower Advisors
Illinois
$2.96M -$1.72K -50 -0.1%
VCS
57
Vaughan & Co Securities
New Jersey
$2.81M – – –
Cerity Partners
58
Cerity Partners
New York
$2.65M -$172K -4,986 -6%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$2.49M +$574K +16,649 +30%
FCI
60
Financial Counselors Inc
Kansas
$2.35M -$26.5K -769 -1%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$2.32M +$12.8K +372 +0.6%
VC
62
Vestor Capital
Illinois
$2.25M -$35.3K -1,023 -2%
AG
63
Ascent Group
Virginia
$2.2M -$144K -4,162 -6%
SL
64
Salomon & Ludwin
Virginia
$2.12M -$248K -7,196 -10%
MSA
65
Marathon Strategic Advisors
Pennsylvania
$2.03M +$142K +4,126 +8%
JFA
66
JNBA Financial Advisors
Minnesota
$2.01M -$51.2K -1,485 -2%
AIM
67
Aspen Investment Management
Michigan
$2.01M -$37.9K -1,098 -2%
CAL
68
Capital Analysts LLC
Pennsylvania
$1.96M -$51.2K -1,484 -3%
MWM
69
Modera Wealth Management
New Jersey
$1.96M – – –
1WA
70
180 Wealth Advisors
Washington
$1.95M +$29.6K +857 +2%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.85M +$63.3K +1,835 +4%
AWM
72
Apollon Wealth Management
South Carolina
$1.83M -$50.4K -1,462 -3%
CFA
73
Cahill Financial Advisors
Minnesota
$1.82M +$61.5K +1,783 +3%
MML Investors Services
74
MML Investors Services
Massachusetts
$1.77M -$37.2K -1,079 -2%
FRA
75
FFG Retirement Advisors
Colorado
$1.71M -$28K -813 -2%
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