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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
97
Reduced
112
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
-$1.05M

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$8.37M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$4.45M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.2M
5
Bank of America
5
Bank of America
North Carolina
$52.2M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$291K
2
HNB
2
Huntington National Bank
Ohio
$15.8M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$6.69M
4
Creative Planning
4
Creative Planning
Kansas
$45.1M
5
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFA
76
SC&H Financial Advisors
Maryland
$1.77M +$3.24K +115 +0.2%
AWM
77
Apollon Wealth Management
South Carolina
$1.75M +$127K +4,516 +8%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$1.69M -$85.7K -3,038 -5%
AIM
79
Aspen Investment Management
Michigan
$1.68M +$24K +852 +1%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$1.65M +$106K +3,758 +7%
MWM
81
Modera Wealth Management
New Jersey
$1.61M -$25.4K -902 -2%
CAL
82
Capital Analysts LLC
Pennsylvania
$1.61M -$101K -3,576 -6%
1WA
83
180 Wealth Advisors
Washington
$1.59M -$32.9K -1,165 -2%
FPIS
84
Financial Planning & Information Services
Wisconsin
$1.55M -$130K -4,614 -8%
Jane Street
85
Jane Street
New York
$1.5M +$357K +12,666 +31%
TA
86
TFG Advisers
Michigan
$1.44M +$1.07K +38 +0.1%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$1.44M +$185K +6,570 +15%
CA
88
Cetera Advisors
Colorado
$1.4M -$108K -3,837 -7%
CFA
89
Cahill Financial Advisors
Minnesota
$1.39M +$46.5K +1,649 +3%
IWA
90
Inspirion Wealth Advisors
Illinois
$1.36M -$8.46K -300 -0.6%
IWP
91
IAG Wealth Partners
Wisconsin
$1.36M -$72.2K -2,562 -5%
ONSWM
92
Old North State Wealth Management
North Carolina
$1.32M +$10.3K +364 +0.8%
PAG
93
Powers Advisory Group
Illinois
$1.3M -$43.9K -1,557 -3%
FNB
94
Farmers National Bank
Kentucky
$1.25M +$6.23K +221 +0.5%
BPA
95
Beacon Pointe Advisors
California
$1.16M -$49.7K -1,762 -4%
PTP
96
Platform Technology Partners
New York
$1.12M – – –
WW
97
Waterfront Wealth
Kansas
$1.12M +$28.1K +1,042 +3%
SG
98
Sharper & Granite
California
$1.1M -$45.1K -1,600 -4%
HSA
99
HBK Sorce Advisory
Pennsylvania
$1.06M -$459K -16,259 -30%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$1.06M +$1.07K +38 +0.1%
2 3
4
5 6