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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $794M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 22 closing their positions.

Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
110
Reduced
93
Closed
22
Calls
$262K
Puts
–
Net Calls
+$262K
Net Calls Change
-$38K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$12.9M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$11.2M
3
AssetMark Inc
3
AssetMark Inc
California
$17.3M
4
Cerity Partners
4
Cerity Partners
New York
$3.05M
5
UBS Group
5
UBS Group
Switzerland
$40.9M

Top Sellers

1
BFG
1
Beacon Financial Group
Texas
$3.4M
2
DSCM
2
Del-Sette Capital Management
New York
$7.92M
3
FFA
3
Freedman Financial Associates
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
101
Dakota Wealth Management
Florida
$1.06M 37,436 -3,759 -9%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$1.05M 37,025 -329 -0.9%
PA
103
Pinnacle Associates
New York
$1.04M 36,907 -5,910 -14%
SPC
104
Sigma Planning Corp
Michigan
$1.03M 36,619 -3,223 -8%
GDP
105
Great Diamond Partners
Maine
$996K 35,315 -11 -0%
FNB
106
Farmers National Bank
Kentucky
$982K 34,797 +2,546 +8%
HHGA
107
Halbert Hargrove Global Advisors
California
$953K 33,755 +47 +0.1%
AWS
108
Atria Wealth Solutions
New York
$919K 32,591 +1,173 +4%
RRA
109
Round Rock Advisors
Connecticut
$908K 32,166 – –
WB
110
WesBanco Bank
West Virginia
$883K 31,309 +1,369 +5%
MML Investors Services
111
MML Investors Services
Massachusetts
$882K 31,251 -1,706 -5%
WA
112
Wambolt & Associates
Colorado
$877K 31,071 +92 +0.3%
OCG
113
Opus Capital Group
Ohio
$869K 30,799 +6,874 +29%
PWMAG
114
Pinnacle Wealth Management Advisory Group
New Jersey
$807K 28,613 -5,755 -17%
ST
115
Spinnaker Trust
Maine
$797K 28,248 +3 +0%
GW
116
GW & Wade
Massachusetts
$790K 27,995 -3,059 -10%
CPIG
117
Chicago Partners Investment Group
Illinois
$771K 25,421 +304 +1%
CCA
118
Clearwater Capital Advisors
Illinois
$770K 27,282 -450 -2%
FCA
119
FinTrust Capital Advisors
South Carolina
$770K 26,447 +2,906 +12%
IA
120
IFG Advisory
Georgia
$732K 25,966 +13,530 +109%
FNT
121
First National Trust
Pennsylvania
$731K 25,920 -19,715 -43%
SCA
122
Snowden Capital Advisors
New York
$727K 25,777 +192 +0.8%
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$725K 25,673 +3,650 +17%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$720K 25,520 +25,520 New
BA
125
Bristlecone Advisors
Washington
$712K 25,233 +15,331 +155%
3 4
5
6 7