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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

274 hedge funds and large institutions have $795M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+9
Holders Change %
+3.4%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
40
Increased
75
Reduced
112
Closed
28
Calls
$710K
Puts
–
Net Calls
+$710K
Net Calls Change
-$272K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.2M
2
Bank of America
Bank of America
North Carolina
+$9.93M
3
SFS
Sowell Financial Services
Arkansas
+$3.42M
4
Wells Fargo
Wells Fargo
California
+$3.06M
5
LPL Financial
LPL Financial
California
+$2.41M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$8.15M
2
AssetMark Inc
AssetMark Inc
California
-$6.14M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.4M
4
CCP
Cardan Capital Partners
Colorado
-$4.98M
5
FTUS
Flow Traders U.S.
New York
-$4.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
76
Cardan Capital Partners
Colorado
$1.62M -$4.98M -160,033 -75%
IWM
77
IHT Wealth Management
Illinois
$1.6M -$78.1K -2,506 -5%
SS
78
Sunbelt Securities
Texas
$1.58M – – –
APCM
79
Alaska Permanent Capital Management
Alaska
$1.53M -$38.5K -1,237 -2%
SWM
80
Spire Wealth Management
Virginia
$1.5M +$1.5M +47,611 New
TA
81
TFG Advisers
Michigan
$1.48M -$62.5K -2,008 -4%
TNB
82
TCF National Bank
South Dakota
$1.35M +$35K +1,122 +3%
PWMAG
83
Pinnacle Wealth Management Advisory Group
New Jersey
$1.34M -$1.87K -60 -0.1%
VC
84
Vicus Capital
Pennsylvania
$1.23M -$54.5K -1,751 -4%
MML Investors Services
85
MML Investors Services
Massachusetts
$1.15M -$25.2K -810 -2%
FFA
86
Freedman Financial Associates
Massachusetts
$1.15M +$280 +9 +0%
CA
87
Cetera Advisors
Colorado
$1.12M +$95.5K +3,065 +9%
BPA
88
Beacon Pointe Advisors
California
$1.08M -$22.3K -716 -2%
WB
89
WesBanco Bank
West Virginia
$1.06M +$1.06M +33,898 New
AAS
90
Avantax Advisory Services
Texas
$1.05M +$243K +7,825 +30%
WW
91
Waterfront Wealth
Kansas
$1.04M +$137K +4,359 +15%
HHGA
92
Halbert Hargrove Global Advisors
California
$1.03M +$405 +13 +0%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$1.02M -$531K -17,039 -34%
BFPW
94
BOK Financial Private Wealth
Colorado
$1M -$1.85M -59,552 -65%
OC
95
Oppenheimer & Co
New York
$977K +$276K +8,863 +39%
CCA
96
Clearwater Capital Advisors
Illinois
$937K -$179K -5,734 -16%
FTUS
97
Flow Traders U.S.
New York
$927K -$4.23M -135,590 -82%
GW
98
GW & Wade
Massachusetts
$892K -$81.4K -2,614 -8%
ST
99
Spinnaker Trust
Maine
$890K +$6.45K +207 +0.7%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$889K +$15.7K +505 +2%
2 3
4
5 6