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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

297 hedge funds and large institutions have $860M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+21
Holders Change %
+7.61%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
50
Increased
112
Reduced
75
Closed
25
Calls
$476K
Puts
$217K
Net Calls
+$259K
Net Calls Change
-$247K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$52.6M
2
Wells Fargo
2
Wells Fargo
California
$27.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.83M
4
AWM
4
Apollon Wealth Management
South Carolina
$1.91M
5
WP
5
WealthShield Partners
North Carolina
$1.32M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.5M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.6M
4
PWAC
4
Private Wealth Advisors (California)
California
$0
5
JFA
5
JNBA Financial Advisors
Minnesota
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
101
FinTrust Capital Advisors
South Carolina
$1.09M +$863K +26,280 +386%
GW
102
GW & Wade
Massachusetts
$1.06M +$39.3K +1,197 +4%
CFA
103
Cahill Financial Advisors
Minnesota
$1.06M +$31.4K +955 +3%
RRA
104
Round Rock Advisors
Connecticut
$1.04M +$1.04M +31,566 New
FNB
105
Farmers National Bank
Kentucky
$1.03M +$517K +15,723 +101%
WA
106
Wambolt & Associates
Colorado
$1M +$21K +640 +2%
WB
107
WesBanco Bank
West Virginia
$999K +$9.85K +300 +1%
WB
108
West Bancorporation
Iowa
$994K +$994K +30,242 New
EH
109
Equitable Holdings
New York
$957K +$9.13K +278 +1%
CCA
110
Clearwater Capital Advisors
Illinois
$940K -$10.7K -326 -1%
ST
111
Spinnaker Trust
Maine
$928K +$131 +4 +0%
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Virginia
$912K +$10.9K +332 +1%
SPC
113
Sigma Planning Corp
Michigan
$884K +$307K +9,341 +53%
AWM
114
AE Wealth Management
Kansas
$844K +$84.9K +2,584 +11%
DWM
115
Dakota Wealth Management
Florida
$840K -$83.5K -2,539 -9%
MSA
116
Marino Stram & Associates
Massachusetts
$820K -$27.7K -842 -3%
F
117
F3Logic
Minnesota
$811K +$8.51K +259 +1%
PWP
118
Principle Wealth Partners
Connecticut
$806K +$81.2K +2,471 +11%
OC
119
Oppenheimer & Co
New York
$805K -$1.32K -40 -0.2%
PAG
120
Private Advisor Group
New Jersey
$785K -$218K -6,651 -22%
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$784K -$121K -3,692 -13%
APA
122
American Portfolios Advisors
New York
$781K -$29.4K -895 -4%
CPIG
123
Chicago Partners Investment Group
Illinois
$779K +$223K +7,098 +40%
BFPW
124
BOK Financial Private Wealth
Colorado
$771K -$159K -4,837 -17%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$747K +$1.64K +50 +0.2%
3 4
5
6 7