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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

276 hedge funds and large institutions have $767M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
87
Reduced
101
Closed
19
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
+$79K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$4.12M
2
BWM
BCS Wealth Management
Tennessee
+$3.72M
3
Creative Planning
Creative Planning
Kansas
+$2.77M
4
GIA
Gladstone Institutional Advisory
Florida
+$1.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.24M
2
SFS
Sowell Financial Services
Arkansas
-$3.68M
3
JFA
JNBA Financial Advisors
Minnesota
-$2.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
5
WAM
WealthTrust Asset Management
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.31M +$180K +5,842 +16%
AAS
77
Avantax Advisory Services
Texas
$1.29M +$79.2K +2,578 +7%
APCM
78
Alaska Permanent Capital Management
Alaska
$1.28M -$19.1K -620 -1%
CAG
79
Csenge Advisory Group
Florida
$1.28M -$439 -14 -0%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$1.28M +$1.08M +35,122 +559%
PTP
81
Platform Technology Partners
New York
$1.26M – – –
WW
82
Waterfront Wealth
Kansas
$1.24M +$69.5K +2,255 +6%
PWMAG
83
Pinnacle Wealth Management Advisory Group
New Jersey
$1.23M -$66.3K -2,150 -5%
VC
84
Vicus Capital
Pennsylvania
$1.19M +$7.86K +255 +0.7%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$1.16M +$190K +6,166 +20%
CAN
86
Cetera Advisor Networks
California
$1.14M +$215K +6,980 +23%
FFA
87
Freedman Financial Associates
Massachusetts
$1.14M +$1.05K +34 +0.1%
BPA
88
Beacon Pointe Advisors
California
$1.1M -$65.1K -2,113 -6%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$1.08M +$103K +3,351 +11%
MML Investors Services
90
MML Investors Services
Massachusetts
$1.06M -$247 -8 -0%
GDP
91
Great Diamond Partners
Maine
$1.05M +$15.8K +514 +2%
HHGA
92
Halbert Hargrove Global Advisors
California
$1.03M +$1.42K +46 +0.1%
CFA
93
Cahill Financial Advisors
Minnesota
$968K +$968K +31,403 New
FHA
94
Flagship Harbor Advisors
Massachusetts
$961K – – –
GW
95
GW & Wade
Massachusetts
$961K +$47.1K +1,527 +5%
PAG
96
Private Advisor Group
New Jersey
$942K -$1.28M -41,491 -58%
WA
97
Wambolt & Associates
Colorado
$936K +$97.8K +3,114 +12%
WB
98
WesBanco Bank
West Virginia
$929K -$68.8K -2,232 -7%
CCA
99
Clearwater Capital Advisors
Illinois
$892K -$34K -1,101 -4%
EH
100
Equitable Holdings
New York
$890K +$250K +8,106 +39%
2 3
4
5 6