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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $844M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
24
Increased
114
Reduced
98
Closed
22
Calls
$300K
Puts
–
Net Calls
+$300K
Net Calls Change
+$41K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$21.2M
2
M&T Bank
2
M&T Bank
New York
$30.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$78.6M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.76M
5
Creative Planning
5
Creative Planning
Kansas
$50.3M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$16.7M
2
PPW
2
Pasadena Private Wealth
California
$0
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$341K
5
JFA
5
JNBA Financial Advisors
Minnesota
$5.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WA
76
180 Wealth Advisors
Washington
$1.76M +$10.9K +342 +0.6%
WB
77
West Bancorporation
Iowa
$1.72M +$751K +23,566 +78%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$1.66M +$275K +8,625 +20%
AAS
79
Avantax Advisory Services
Texas
$1.63M +$200K +6,282 +14%
MCC
80
Money Concepts Capital
Florida
$1.6M +$1.11M +34,664 +224%
PAG
81
Private Advisor Group
New Jersey
$1.59M +$832K +26,099 +109%
APCM
82
Alaska Permanent Capital Management
Alaska
$1.56M +$229K +7,184 +17%
CWM
83
Connecticut Wealth Management
Connecticut
$1.51M -$123K -3,857 -8%
TA
84
TFG Advisers
Michigan
$1.5M +$12.3K +387 +0.8%
FNT
85
First National Trust
Pennsylvania
$1.45M +$361K +11,315 +33%
IA
86
IFP Advisors
Florida
$1.42M -$259K -8,808 -15%
PA
87
Pinnacle Associates
New York
$1.37M -$62K -1,945 -4%
VC
88
Vicus Capital
Pennsylvania
$1.33M +$8.22K +258 +0.6%
AIM
89
Alhambra Investment Management
Florida
$1.32M +$1.32M +41,373 New
DWM
90
Dakota Wealth Management
Florida
$1.31M +$499K +15,643 +61%
CAG
91
Csenge Advisory Group
Florida
$1.3M -$956 -30 -0.1%
SPC
92
Sigma Planning Corp
Michigan
$1.27M +$413K +12,945 +48%
PTP
93
Platform Technology Partners
New York
$1.27M -$31.9K -1,000 -2%
PAG
94
Powers Advisory Group
Illinois
$1.24M +$22.8K +715 +2%
CFA
95
Cahill Financial Advisors
Minnesota
$1.23M +$199K +6,242 +19%
WW
96
Waterfront Wealth
Kansas
$1.23M -$57K -1,830 -4%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$1.19M -$39.6K -1,243 -3%
FFA
98
Freedman Financial Associates
Massachusetts
$1.18M +$478 +15 +0%
GDP
99
Great Diamond Partners
Maine
$1.13M -$15.9K -500 -1%
PWMAG
100
Pinnacle Wealth Management Advisory Group
New Jersey
$1.1M -$50.8K -1,595 -4%
2 3
4
5 6