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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $839M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
–
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
110
Reduced
108
Closed
17
Calls
$1.47M
Puts
–
Net Calls
+$1.47M
Net Calls Change
+$1.2M

Top Buyers

1
BTI
Blue Trust Inc
Georgia
+$3.1M
2
UBS Group
UBS Group
Switzerland
+$3.04M
3
LPL Financial
LPL Financial
California
+$2.89M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.5M
5
OPS
Orion Portfolio Solutions
Nebraska
+$2.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29.1M
2
HNB
Huntington National Bank
Ohio
-$18.4M
3
GW
GW & Wade
Massachusetts
-$4.63M
4
DSCM
Del-Sette Capital Management
New York
-$3.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPIS
76
Financial Planning & Information Services
Wisconsin
$1.71M -$127K -4,421 -7%
JCM
77
Janney Capital Management
Pennsylvania
$1.7M -$3.51K -122 -0.2%
AIM
78
Aspen Investment Management
Michigan
$1.69M +$58 +2 +0%
1WA
79
180 Wealth Advisors
Washington
$1.67M +$2.26K +78 +0.1%
MWM
80
Modera Wealth Management
New Jersey
$1.67M +$1.67M +58,113 New
IWA
81
Intercontinental Wealth Advisors
Texas
$1.67M +$86 +3 +0%
AWM
82
Apollon Wealth Management
South Carolina
$1.65M +$1.73K +60 +0.1%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$1.58M +$249K +8,666 +19%
Mariner
84
Mariner
Kansas
$1.57M -$154K -5,363 -9%
HSA
85
HBK Sorce Advisory
Pennsylvania
$1.56M -$177K -6,134 -10%
CA
86
Cetera Advisors
Colorado
$1.54M +$209K +7,274 +16%
IWM
87
IHT Wealth Management
Illinois
$1.51M -$252K -8,749 -14%
TA
88
TFG Advisers
Michigan
$1.47M -$10.7K -371 -0.7%
IWP
89
IAG Wealth Partners
Wisconsin
$1.46M -$114K -3,976 -7%
IWA
90
Inspirion Wealth Advisors
Illinois
$1.4M -$30.4K -1,056 -2%
FRA
91
FFG Retirement Advisors
Colorado
$1.39M -$890K -30,898 -39%
PAG
92
Powers Advisory Group
Illinois
$1.37M +$58.6K +2,034 +4%
CFA
93
Cahill Financial Advisors
Minnesota
$1.37M +$157K +5,443 +13%
ONSWM
94
Old North State Wealth Management
North Carolina
$1.34M +$10.6K +369 +0.8%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$1.28M -$98.8K -3,431 -7%
PAG
96
Private Advisor Group
New Jersey
$1.27M -$41.5K -1,418 -3%
FNB
97
Farmers National Bank
Kentucky
$1.27M +$28.6K +994 +2%
BPA
98
Beacon Pointe Advisors
California
$1.23M +$27.4K +952 +2%
WW
99
Waterfront Wealth
Kansas
$1.22M +$3.43K +113 +0.3%
SG
100
Sharper & Granite
California
$1.17M – – –
2 3
4
5 6