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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $830M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 83 reducing their positions, and 22 closing their positions.

Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
39
Increased
114
Reduced
83
Closed
22
Calls
$347K
Puts
$574K
Net Calls
-$227K
Net Calls Change
-$567K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$74.7M
2
LPL Financial
2
LPL Financial
California
$49.8M
3
UBS Group
3
UBS Group
Switzerland
$49.1M
4
GW
4
GW & Wade
Massachusetts
$4.83M
5
BCMO
5
Buckingham Capital Management (Ohio)
Ohio
$4.09M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$18M
2
AssetMark Inc
2
AssetMark Inc
California
$11.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$29.9M
4
VCS
4
Vaughan & Co Securities
New Jersey
$3.5M
5
RIA
5
RPG Investment Advisory
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
76
Vicus Capital
Pennsylvania
$1.71M -$284K -9,999 -14%
CAL
77
Capital Analysts LLC
Pennsylvania
$1.71M -$56.2K -1,975 -3%
AIM
78
Alhambra Investment Management
Florida
$1.71M +$112K +3,922 +7%
JCM
79
Janney Capital Management
Pennsylvania
$1.7M -$17.8K -625 -1%
PFM
80
Parsec Financial Management
North Carolina
$1.66M +$22K +775 +1%
IWP
81
IAG Wealth Partners
Wisconsin
$1.65M -$32.3K -1,137 -2%
IWA
82
Intercontinental Wealth Advisors
Texas
$1.65M +$114 +4 +0%
AWM
83
Apollon Wealth Management
South Carolina
$1.62M -$21.4K -752 -1%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$1.48M -$43.3K -1,521 -3%
TA
85
TFG Advisers
Michigan
$1.46M +$30.4K +1,068 +2%
LPT
86
Legacy Private Trust
Wisconsin
$1.45M +$819K +28,801 +129%
IWA
87
Inspirion Wealth Advisors
Illinois
$1.43M -$9.73K -342 -0.7%
ONSWM
88
Old North State Wealth Management
North Carolina
$1.33M -$172K -6,033 -11%
WW
89
Waterfront Wealth
Kansas
$1.23M -$32K -1,045 -3%
BPA
90
Beacon Pointe Advisors
California
$1.22M +$350K +12,310 +40%
PAG
91
Powers Advisory Group
Illinois
$1.22M +$22.3K +783 +2%
SG
92
Sharper & Granite
California
$1.19M +$1.19M +41,985 New
FNB
93
Farmers National Bank
Kentucky
$1.18M +$60.8K +2,139 +5%
SPC
94
Sigma Planning Corp
Michigan
$1.17M +$96.2K +3,384 +9%
CWM
95
Connecticut Wealth Management
Connecticut
$1.17M -$58.2K -2,045 -5%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$1.15M +$610K +21,452 +114%
APCM
97
Alaska Permanent Capital Management
Alaska
$1.14M -$14.6K -512 -1%
AGA
98
Arkos Global Advisors
Texas
$1.13M +$595K +20,921 +110%
PTP
99
Platform Technology Partners
New York
$1.13M – – –
CFA
100
Cahill Financial Advisors
Minnesota
$1.13M -$394K -13,849 -26%
2 3
4
5 6