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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

276 hedge funds and large institutions have $767M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
87
Reduced
101
Closed
19
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
+$79K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$4.12M
2
BWM
BCS Wealth Management
Tennessee
+$3.72M
3
Creative Planning
Creative Planning
Kansas
+$2.77M
4
GIA
Gladstone Institutional Advisory
Florida
+$1.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.24M
2
SFS
Sowell Financial Services
Arkansas
-$3.68M
3
JFA
JNBA Financial Advisors
Minnesota
-$2.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
5
WAM
WealthTrust Asset Management
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
101
BOK Financial Private Wealth
Colorado
$872K -$62.1K -2,015 -7%
ST
102
Spinnaker Trust
Maine
$871K +$10.5K +342 +1%
DWM
103
Dakota Wealth Management
Florida
$866K -$11.9K -387 -1%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$849K +$97.9K +3,175 +13%
Citadel Advisors
105
Citadel Advisors
Florida
$847K -$50K -1,623 -6%
WSTAM
106
Wilbanks Smith & Thomas Asset Management
Virginia
$846K – – –
MSA
107
Marino Stram & Associates
Massachusetts
$796K +$796K +25,810 New
APA
108
American Portfolios Advisors
New York
$760K +$39.3K +1,275 +5%
OC
109
Oppenheimer & Co
New York
$756K -$25K -811 -3%
F
110
F3Logic
Minnesota
$754K +$188K +6,088 +33%
AWM
111
AE Wealth Management
Kansas
$712K -$927K -30,075 -57%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$699K -$11.8K -382 -2%
PAS
113
Park Avenue Securities
New York
$694K -$43.6K -1,415 -6%
TNBTD
114
Trustmark National Bank Trust Department
Mississippi
$681K -$370 -12 -0.1%
PWP
115
Principle Wealth Partners
Connecticut
$680K +$247 +8 +0%
BCMO
116
Buckingham Capital Management (Ohio)
Ohio
$672K -$20.2K -656 -3%
HA
117
Harborview Advisors
Maine
$668K +$29.5K +956 +5%
EWA
118
EP Wealth Advisors
California
$667K +$101K +3,286 +18%
ASN
119
Advisory Services Network
Georgia
$630K +$20.4K +661 +3%
CPIG
120
Chicago Partners Investment Group
Illinois
$598K -$58.5K -1,730 -9%
HW
121
Hancock Whitney
Mississippi
$596K +$113K +3,651 +23%
BFS
122
Bickling Financial Services
Massachusetts
$585K -$2.16K -70 -0.4%
LPT
123
Legacy Private Trust
Wisconsin
$583K -$20.1K -652 -3%
BF
124
BOK Financial
Oklahoma
$577K +$577K +18,746 New
NB
125
NBT Bank
New York
$567K +$5.36K +174 +1%
3 4
5
6 7