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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

283 hedge funds and large institutions have $719M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 32 closing their positions.

Holders
283
Holders Change
-11
Holders Change %
-3.74%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
28
Increased
106
Reduced
97
Closed
32
Calls
$340K
Puts
–
Net Calls
+$340K
Net Calls Change
+$78K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.2M
2
LPL Financial
2
LPL Financial
California
$39.7M
3
BFG
3
Beacon Financial Group
Texas
$4.49M
4
UBS Group
4
UBS Group
Switzerland
$39.5M
5
Ameriprise
5
Ameriprise
Minnesota
$19.9M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$56.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$31.2M
4
VCS
4
Vaughan & Co Securities
New Jersey
$6.85M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
RRA
101
Round Rock Advisors
Connecticut
$826K 32,093 -73 -0.2%
PA
102
Pinnacle Associates
New York
$822K 31,947 -4,960 -13%
OCG
103
Opus Capital Group
Ohio
$800K 31,080 +281 +0.9%
WA
104
Wambolt & Associates
Colorado
$797K 30,968 -103 -0.3%
BPA
105
Beacon Pointe Advisors
California
$791K 30,574 -18,851 -38%
GFS
106
GYL Financial Synergies
Connecticut
$778K 30,237 +5,227 +21%
EH
107
Equitable Holdings
New York
$766K 29,746 -17,115 -37%
IA
108
IFG Advisory
Georgia
$764K 29,686 +3,720 +14%
FCA
109
FinTrust Capital Advisors
South Carolina
$732K 26,405 -42 -0.2%
DWM
110
Dakota Wealth Management
Florida
$729K 28,334 -9,102 -24%
WB
111
WesBanco Bank
West Virginia
$724K 28,137 -3,172 -10%
CPIG
112
Chicago Partners Investment Group
Illinois
$718K 24,546 -875 -3%
CCA
113
Clearwater Capital Advisors
Illinois
$700K 27,181 -101 -0.4%
BF
114
BOK Financial
Oklahoma
$690K 26,790 +4,087 +18%
ST
115
Spinnaker Trust
Maine
$684K 26,577 -1,671 -6%
GW
116
GW & Wade
Massachusetts
$672K 26,123 -1,872 -7%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$665K 25,866 +10,596 +69%
BA
118
Bristlecone Advisors
Washington
$660K 25,623 +390 +2%
BCMO
119
Buckingham Capital Management (Ohio)
Ohio
$654K 25,398 +1,818 +8%
BWM
120
BlackDiamond Wealth Management
New York
$642K 22,684 +22,684 New
PWMAG
121
Pinnacle Wealth Management Advisory Group
New Jersey
$641K 24,898 -3,715 -13%
JSL
122
JT Stratford LLC
Georgia
$636K 24,712 -378 -2%
HCM
123
Hengehold Capital Management
Ohio
$635K 24,669 +4,450 +22%
OC
124
Oppenheimer & Co
New York
$633K 24,600 +487 +2%
FNT
125
First National Trust
Pennsylvania
$631K 24,520 -1,400 -5%
3 4
5
6 7