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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+9
Holders Change %
+2.9%
% of All Funds
4.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
102
Reduced
121
Closed
19
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$1.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
PCG
Prosperity Consulting Group
Maryland
+$8.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
5
M&T Bank
M&T Bank
New York
+$2.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$66.9M
2
HNB
Huntington National Bank
Ohio
-$17.2M
3
IWM
IHT Wealth Management
Illinois
-$7.67M
4
MWM
Meridian Wealth Management
Kentucky
-$4.4M
5
UCFA
United Capital Financial Advisors
Texas
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
76
Vestor Capital
Illinois
$2.19M -$237K -7,252 -10%
Jane Street
77
Jane Street
New York
$2.02M +$2.02M +61,693 New
AIM
78
Aspen Investment Management
Michigan
$1.94M -$14.6K -448 -0.7%
PAG
79
Private Advisor Group
New Jersey
$1.87M -$503K -15,396 -21%
MWM
80
Modera Wealth Management
New Jersey
$1.87M – – –
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$1.86M +$1.04M +31,673 +125%
CAL
82
Capital Analysts LLC
Pennsylvania
$1.84M -$30.9K -946 -2%
1WA
83
180 Wealth Advisors
Washington
$1.81M -$8.95K -274 -0.5%
MSA
84
Marathon Strategic Advisors
Pennsylvania
$1.77M +$27K +826 +2%
NB
85
NBT Bank
New York
$1.76M -$29.2K -892 -2%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$1.75M -$50.1K -1,533 -3%
FPIS
87
Financial Planning & Information Services
Wisconsin
$1.71M -$109K -3,327 -6%
FNB
88
Farmers National Bank
Kentucky
$1.68M +$137K +4,198 +9%
CFA
89
Cahill Financial Advisors
Minnesota
$1.67M +$21.7K +663 +1%
MML Investors Services
90
MML Investors Services
Massachusetts
$1.65M +$319K +9,761 +24%
PAG
91
Powers Advisory Group
Illinois
$1.6M +$17.1K +523 +1%
TA
92
TFG Advisers
Michigan
$1.56M -$63.2K -1,935 -4%
ONSWM
93
Old North State Wealth Management
North Carolina
$1.55M +$7.39K +226 +0.5%
PRI
94
Prepared Retirement Institute
Pennsylvania
$1.54M -$124K -3,783 -7%
IWP
95
IAG Wealth Partners
Wisconsin
$1.52M -$4.87K -149 -0.3%
IWA
96
Inspirion Wealth Advisors
Illinois
$1.51M -$71.9K -2,199 -5%
Citadel Advisors
97
Citadel Advisors
Florida
$1.49M +$1.49M +45,734 New
SHFA
98
SC&H Financial Advisors
Maryland
$1.48M +$2.39K +73 +0.2%
FAP
99
Financial Advisory Partners
Florida
$1.42M -$1.05M -32,273 -43%
WB
100
West Bancorporation
Iowa
$1.36M -$586K -17,919 -30%
2 3
4
5 6