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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

297 hedge funds and large institutions have $860M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+21
Holders Change %
+7.61%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
50
Increased
112
Reduced
75
Closed
25
Calls
$476K
Puts
$217K
Net Calls
+$259K
Net Calls Change
-$247K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$52.6M
2
Wells Fargo
2
Wells Fargo
California
$27.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.83M
4
AWM
4
Apollon Wealth Management
South Carolina
$1.91M
5
WP
5
WealthShield Partners
North Carolina
$1.32M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.5M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.6M
4
PWAC
4
Private Wealth Advisors (California)
California
$0
5
JFA
5
JNBA Financial Advisors
Minnesota
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$1.58M +$364K +11,086 +30%
TA
77
TFG Advisers
Michigan
$1.54M +$1.35K +41 +0.1%
IWM
78
IHT Wealth Management
Illinois
$1.51M -$6.64K -202 -0.4%
SWM
79
Spire Wealth Management
Virginia
$1.49M +$1.26M +38,481 +563%
AAS
80
Avantax Advisory Services
Texas
$1.48M +$99.9K +3,042 +7%
PA
81
Pinnacle Associates
New York
$1.47M -$135K -4,120 -8%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$1.43M +$279K +8,492 +24%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$1.42M -$868K -26,402 -38%
SS
84
Sunbelt Securities
Texas
$1.39M -$161K -5,057 -10%
APCM
85
Alaska Permanent Capital Management
Alaska
$1.37M – – –
WW
86
Waterfront Wealth
Kansas
$1.36M +$34.3K +1,045 +3%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$45.4K -1,380 -3%
PTP
88
Platform Technology Partners
New York
$1.34M – – –
WP
89
WealthShield Partners
North Carolina
$1.32M +$1.32M +40,053 New
VC
90
Vicus Capital
Pennsylvania
$1.31M +$82.7K +2,605 +7%
CAG
91
Csenge Advisory Group
Florida
$1.31M +$450 +14 +0%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$1.27M +$32.3K +984 +3%
PAG
93
Powers Advisory Group
Illinois
$1.26M +$1.26M +38,295 New
BPA
94
Beacon Pointe Advisors
California
$1.26M +$83.3K +2,534 +7%
MML Investors Services
95
MML Investors Services
Massachusetts
$1.23M +$91.5K +2,783 +8%
FFA
96
Freedman Financial Associates
Massachusetts
$1.22M +$1.68K +51 +0.1%
PWMAG
97
Pinnacle Wealth Management Advisory Group
New Jersey
$1.18M -$133K -4,045 -10%
GDP
98
Great Diamond Partners
Maine
$1.18M +$57.2K +1,742 +5%
FNT
99
First National Trust
Pennsylvania
$1.13M +$1.13M +34,320 New
HHGA
100
Halbert Hargrove Global Advisors
California
$1.11M +$14K +426 +1%
2 3
4
5 6