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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

272 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
90
Reduced
93
Closed
25
Calls
$427K
Puts
–
Net Calls
+$427K
Net Calls Change
-$283K

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$14.1M
2
LPL Financial
LPL Financial
California
+$5.2M
3
CWM
Connecticut Wealth Management
Connecticut
+$2.23M
4
PPW
Pasadena Private Wealth
California
+$1.66M
5
UCFA
United Capital Financial Advisors
Texas
+$1.34M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$3.81M
2
BWM
BCS Wealth Management
Tennessee
-$3.77M
3
Creative Planning
Creative Planning
Kansas
-$3.65M
4
SPIA
Steward Partners Investment Advisory
New York
-$1.92M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
76
TFG Advisers
Michigan
$1.48M -$35K -1,096 -2%
APCM
77
Alaska Permanent Capital Management
Alaska
$1.35M -$215K -6,736 -14%
PWMAG
78
Pinnacle Wealth Management Advisory Group
New Jersey
$1.34M -$27.9K -875 -2%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$1.32M +$811K +25,459 +159%
CAG
80
Csenge Advisory Group
Florida
$1.31M +$1.31M +40,713 New
PTP
81
Platform Technology Partners
New York
$1.3M +$1.3M +40,781 New
AAS
82
Avantax Advisory Services
Texas
$1.25M +$176K +5,520 +16%
VC
83
Vicus Capital
Pennsylvania
$1.23M -$31.4K -986 -2%
WW
84
Waterfront Wealth
Kansas
$1.21M +$156K +4,900 +15%
BPA
85
Beacon Pointe Advisors
California
$1.21M +$94.5K +2,965 +9%
FFA
86
Freedman Financial Associates
Massachusetts
$1.18M +$829 +26 +0.1%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$370K +11,612 +46%
MML Investors Services
88
MML Investors Services
Massachusetts
$1.1M -$78.4K -2,457 -7%
GDP
89
Great Diamond Partners
Maine
$1.07M +$196K +6,145 +22%
HHGA
90
Halbert Hargrove Global Advisors
California
$1.06M +$1.12K +35 +0.1%
WB
91
WesBanco Bank
West Virginia
$1.03M -$49.2K -1,543 -5%
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$1.01M +$489K +15,342 +94%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$1M +$103K +3,243 +11%
BFPW
94
BOK Financial Private Wealth
Colorado
$967K -$57.3K -1,796 -6%
FHA
95
Flagship Harbor Advisors
Massachusetts
$961K +$961K +30,136 New
CAN
96
Cetera Advisor Networks
California
$960K +$255K +8,004 +36%
CCA
97
Clearwater Capital Advisors
Illinois
$957K -$1.63K -51 -0.2%
GW
98
GW & Wade
Massachusetts
$945K +$32.3K +1,013 +4%
Citadel Advisors
99
Citadel Advisors
Florida
$928K -$1.27M -39,885 -58%
DWM
100
Dakota Wealth Management
Florida
$908K – – –
2 3
4
5 6