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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $794M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 22 closing their positions.

Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
110
Reduced
93
Closed
22
Calls
$262K
Puts
–
Net Calls
+$262K
Net Calls Change
-$38K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$12.9M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$11.2M
3
AssetMark Inc
3
AssetMark Inc
California
$17.3M
4
Cerity Partners
4
Cerity Partners
New York
$3.05M
5
UBS Group
5
UBS Group
Switzerland
$40.9M

Top Sellers

1
BFG
1
Beacon Financial Group
Texas
$3.4M
2
DSCM
2
Del-Sette Capital Management
New York
$7.92M
3
FFA
3
Freedman Financial Associates
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
76
Intercontinental Wealth Advisors
Texas
$1.64M 58,042 +3 +0%
AIM
77
Aspen Investment Management
Michigan
$1.61M 57,078 +505 +0.9%
CAL
78
Capital Analysts LLC
Pennsylvania
$1.61M 56,929 -236 -0.4%
ONSWM
79
Old North State Wealth Management
North Carolina
$1.59M 56,435 +389 +0.7%
AAS
80
Avantax Advisory Services
Texas
$1.59M 56,168 +4,925 +10%
1WA
81
180 Wealth Advisors
Washington
$1.58M 55,361 +90 +0.2%
VWM
82
Venturi Wealth Management
Texas
$1.58M 55,853 +55,853 New
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$1.56M 55,319 +3,238 +6%
MIAN
84
Mariner Independent Advisor Network
Kansas
$1.43M 50,429 +50,429 New
IA
85
IFP Advisors
Florida
$1.42M 48,254 – –
AIM
86
Alhambra Investment Management
Florida
$1.42M 50,218 +8,845 +21%
DWMG
87
DB Wealth Management Group
California
$1.4M 49,646 +41,102 +481%
BPA
88
Beacon Pointe Advisors
California
$1.39M 49,425 -8,102 -14%
MCC
89
Money Concepts Capital
Florida
$1.38M 48,412 -1,715 -3%
PAG
90
Private Advisor Group
New Jersey
$1.36M 48,169 -1,829 -4%
TA
91
TFG Advisers
Michigan
$1.36M 47,999 +806 +2%
EH
92
Equitable Holdings
New York
$1.32M 46,861 +19,454 +71%
CFA
93
Cahill Financial Advisors
Minnesota
$1.32M 46,697 +8,097 +21%
CWM
94
Connecticut Wealth Management
Connecticut
$1.24M 44,045 -3,472 -7%
OFS
95
OneAscent Financial Services
Alabama
$1.21M 42,728 +42,728 New
PAG
96
Powers Advisory Group
Illinois
$1.16M 41,165 +2,155 +6%
CAG
97
Csenge Advisory Group
Florida
$1.15M 40,592 -91 -0.2%
WW
98
Waterfront Wealth
Kansas
$1.14M 40,342 +858 +2%
APCM
99
Alaska Permanent Capital Management
Alaska
$1.13M 40,211 -8,638 -18%
PTP
100
Platform Technology Partners
New York
$1.12M 39,781 – –
2 3
4
5 6