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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

272 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
90
Reduced
93
Closed
25
Calls
$427K
Puts
–
Net Calls
+$427K
Net Calls Change
-$283K

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$14.1M
2
LPL Financial
LPL Financial
California
+$5.2M
3
CWM
Connecticut Wealth Management
Connecticut
+$2.23M
4
PPW
Pasadena Private Wealth
California
+$1.66M
5
UCFA
United Capital Financial Advisors
Texas
+$1.34M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$3.81M
2
BWM
BCS Wealth Management
Tennessee
-$3.77M
3
Creative Planning
Creative Planning
Kansas
-$3.65M
4
SPIA
Steward Partners Investment Advisory
New York
-$1.92M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
101
Spinnaker Trust
Maine
$890K -$21.5K -675 -2%
WSTAM
102
Wilbanks Smith & Thomas Asset Management
Virginia
$875K -$606 -19 -0.1%
WA
103
Wambolt & Associates
Colorado
$859K +$253K +7,872 +42%
OC
104
Oppenheimer & Co
New York
$808K -$192K -6,010 -19%
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$777K +$15.7K +492 +2%
PAS
106
Park Avenue Securities
New York
$763K -$12.7K -399 -2%
APA
107
American Portfolios Advisors
New York
$746K -$5.68K -178 -0.8%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$736K -$175K -5,479 -19%
JWCA
109
J.W. Cole Advisors
Florida
$725K -$177K -5,536 -20%
BCMO
110
Buckingham Capital Management (Ohio)
Ohio
$716K +$27K +847 +4%
TNBTD
111
Trustmark National Bank Trust Department
Mississippi
$705K +$29.6K +927 +4%
PWP
112
Principle Wealth Partners
Connecticut
$703K +$160 +5 +0%
IC
113
Inscription Capital
Texas
$703K +$703K +22,036 New
EH
114
Equitable Holdings
New York
$662K +$84.4K +2,646 +15%
HA
115
Harborview Advisors
Maine
$660K -$37.1K -1,163 -5%
MOS
116
MGO One Seven
Ohio
$639K +$106K +3,320 +20%
ASN
117
Advisory Services Network
Georgia
$631K +$328K +10,266 +108%
LPT
118
Legacy Private Trust
Wisconsin
$624K -$239K -7,491 -28%
BFS
119
Bickling Financial Services
Massachusetts
$608K +$131K +4,091 +27%
CPIG
120
Chicago Partners Investment Group
Illinois
$607K -$406 -13 -0.1%
EWA
121
EP Wealth Advisors
California
$585K – – –
F
122
F3Logic
Minnesota
$585K +$184K +5,779 +46%
PT
123
Plimoth Trust
Massachusetts
$582K +$19.5K +611 +3%
NB
124
NBT Bank
New York
$581K -$39.7K -1,244 -6%
GFS
125
GYL Financial Synergies
Connecticut
$580K -$9.56K -300 -2%
3 4
5
6 7