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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $830M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 83 reducing their positions, and 22 closing their positions.

Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
39
Increased
114
Reduced
83
Closed
22
Calls
$347K
Puts
$574K
Net Calls
-$227K
Net Calls Change
-$567K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$74.7M
2
LPL Financial
2
LPL Financial
California
$49.8M
3
UBS Group
3
UBS Group
Switzerland
$49.1M
4
GW
4
GW & Wade
Massachusetts
$4.83M
5
BCMO
5
Buckingham Capital Management (Ohio)
Ohio
$4.09M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$18M
2
AssetMark Inc
2
AssetMark Inc
California
$11.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$29.9M
4
VCS
4
Vaughan & Co Securities
New Jersey
$3.5M
5
RIA
5
RPG Investment Advisory
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$1.03M -$30.7K -1,079 -3%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$1.01M +$277K +9,752 +38%
IA
103
IFP Advisors
Florida
$1.01M -$473K -16,061 -32%
GDP
104
Great Diamond Partners
Maine
$983K -$5.15K -181 -0.5%
RRA
105
Round Rock Advisors
Connecticut
$971K +$58.2K +2,045 +6%
HHGA
106
Halbert Hargrove Global Advisors
California
$963K +$1.88K +66 +0.2%
RWA
107
Rooted Wealth Advisors
Illinois
$937K +$937K +32,944 New
WB
108
WesBanco Bank
West Virginia
$902K +$102K +3,577 +13%
OCG
109
Opus Capital Group
Ohio
$892K +$8.3K +292 +0.9%
GFS
110
GYL Financial Synergies
Connecticut
$881K +$21.5K +757 +3%
WA
111
Wambolt & Associates
Colorado
$881K +$569 +20 +0.1%
AWS
112
Atria Wealth Solutions
New York
$858K -$70.2K -2,468 -8%
MML Investors Services
113
MML Investors Services
Massachusetts
$853K -$68.1K -2,395 -7%
PA
114
Pinnacle Associates
New York
$847K -$61.7K -2,170 -7%
IA
115
IFG Advisory
Georgia
$844K – – –
OC
116
Oppenheimer & Co
New York
$835K +$136K +4,769 +19%
CPIG
117
Chicago Partners Investment Group
Illinois
$804K +$23.3K +734 +3%
BWM
118
Baystate Wealth Management
Massachusetts
$798K +$798K +28,054 New
BA
119
Bristlecone Advisors
Washington
$786K +$57.6K +2,025 +8%
BF
120
BOK Financial
Oklahoma
$780K +$18.5K +650 +2%
CCA
121
Clearwater Capital Advisors
Illinois
$764K -$8.53K -300 -1%
Mariner
122
Mariner
Kansas
$760K +$527K +18,529 +226%
PFA
123
Petra Financial Advisors
Colorado
$757K +$757K +26,600 New
ST
124
Spinnaker Trust
Maine
$751K -$4.81K -169 -0.6%
DWM
125
Dakota Wealth Management
Florida
$732K -$73.9K -2,598 -9%
3 4
5
6 7