DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

294 hedge funds and large institutions have $841M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
–
Holders Change %
0%
% of All Funds
4.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
105
Reduced
101
Closed
22
Calls
$271K
Puts
–
Net Calls
+$271K
Net Calls Change
+$498K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$79.9M
2
HHRDM
2
H&H Retirement Design & Management
Nevada
$4.45M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.76M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.88M
5
Truist Financial
5
Truist Financial
North Carolina
$5.86M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$18.4M
2
BWM
2
BCS Wealth Management
Tennessee
$0
3
LPL Financial
3
LPL Financial
California
$47.8M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$1.72M
5
AssetMark Inc
5
AssetMark Inc
California
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
101
Waterfront Wealth
Kansas
$1.15M – – –
PTP
102
Platform Technology Partners
New York
$1.14M – – –
CWM
103
Connecticut Wealth Management
Connecticut
$1.14M -$37.4K -1,310 -3%
SPC
104
Sigma Planning Corp
Michigan
$1.12M -$53.9K -1,887 -5%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$1.08M +$47.7K +1,671 +5%
FFN
106
Focus Financial Network
Minnesota
$1.03M +$1.03M +36,205 New
FVCM
107
F&V Capital Management
Florida
$1.01M +$327K +11,450 +48%
RWA
108
Rooted Wealth Advisors
Illinois
$978K +$46.5K +1,644 +5%
GDP
109
Great Diamond Partners
Maine
$971K -$16.2K -568 -2%
RRA
110
Round Rock Advisors
Connecticut
$968K -$7.25K -254 -0.7%
HHGA
111
Halbert Hargrove Global Advisors
California
$966K -$1.26K -44 -0.1%
IA
112
IFP Advisors
Florida
$916K -$87.7K -2,998 -9%
WB
113
WesBanco Bank
West Virginia
$910K +$4.99K +175 +0.6%
OCG
114
Opus Capital Group
Ohio
$901K +$4.6K +161 +0.5%
AWS
115
Atria Wealth Solutions
New York
$895K +$33.8K +1,182 +4%
GFS
116
GYL Financial Synergies
Connecticut
$885K +$200 +7 +0%
APCM
117
Alaska Permanent Capital Management
Alaska
$885K -$258K -9,027 -23%
WA
118
Wambolt & Associates
Colorado
$882K -$2.6K -91 -0.3%
BF
119
BOK Financial
Oklahoma
$860K +$76.1K +2,665 +10%
MML Investors Services
120
MML Investors Services
Massachusetts
$849K -$8.03K -281 -0.9%
BA
121
Bristlecone Advisors
Washington
$826K +$36.7K +1,285 +5%
BWM
122
Baystate Wealth Management
Massachusetts
$826K +$24.8K +869 +3%
IA
123
IFG Advisory
Georgia
$824K -$24K -840 -3%
OC
124
Oppenheimer & Co
New York
$788K -$50.5K -1,768 -6%
MMA
125
Miracle Mile Advisors
California
$774K +$774K +27,105 New
3 4
5
6 7