DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

283 hedge funds and large institutions have $719M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 32 closing their positions.

Holders
283
Holders Change
-11
Holders Change %
-3.74%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
28
Increased
106
Reduced
97
Closed
32
Calls
$340K
Puts
–
Net Calls
+$340K
Net Calls Change
+$78K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.2M
2
LPL Financial
2
LPL Financial
California
$39.7M
3
BFG
3
Beacon Financial Group
Texas
$4.49M
4
UBS Group
4
UBS Group
Switzerland
$39.5M
5
Ameriprise
5
Ameriprise
Minnesota
$19.9M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$56.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$31.2M
4
VCS
4
Vaughan & Co Securities
New Jersey
$6.85M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$1.48M 50,394 +2,140 +4%
1WA
77
180 Wealth Advisors
Washington
$1.46M 56,697 +1,336 +2%
AAS
78
Avantax Advisory Services
Texas
$1.46M 56,651 +483 +0.9%
AIM
79
Alhambra Investment Management
Florida
$1.45M 56,206 +5,988 +12%
CFA
80
Cahill Financial Advisors
Minnesota
$1.38M 53,537 +6,840 +15%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$1.38M 53,491 -142,637 -73%
ONSWM
82
Old North State Wealth Management
North Carolina
$1.36M 52,679 -3,756 -7%
IWA
83
Inspirion Wealth Advisors
Illinois
$1.3M 50,517 -12,679 -20%
TA
84
TFG Advisers
Michigan
$1.29M 50,159 +2,160 +5%
MCC
85
Money Concepts Capital
Florida
$1.29M 50,025 +1,613 +3%
PAG
86
Private Advisor Group
New Jersey
$1.24M 48,237 +68 +0.1%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$1.21M 47,106 +10,081 +27%
WW
88
Waterfront Wealth
Kansas
$1.19M 41,323 +981 +2%
OFS
89
OneAscent Financial Services
Alabama
$1.15M 44,741 +2,013 +5%
CWM
90
Connecticut Wealth Management
Connecticut
$1.11M 43,130 -915 -2%
PAG
91
Powers Advisory Group
Illinois
$1.08M 41,986 +821 +2%
APCM
92
Alaska Permanent Capital Management
Alaska
$1.04M 40,513 +302 +0.8%
PTP
93
Platform Technology Partners
New York
$1.02M 39,781 – –
FNB
94
Farmers National Bank
Kentucky
$1.01M 39,178 +4,381 +13%
SPC
95
Sigma Planning Corp
Michigan
$971K 37,716 +1,097 +3%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$958K 37,222 +14,091 +61%
GDP
97
Great Diamond Partners
Maine
$894K 34,762 -553 -2%
HHGA
98
Halbert Hargrove Global Advisors
California
$870K 33,812 +57 +0.2%
AWS
99
Atria Wealth Solutions
New York
$840K 32,634 +43 +0.1%
MML Investors Services
100
MML Investors Services
Massachusetts
$834K 32,405 +1,154 +4%
2 3
4
5 6