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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $839M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
–
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
110
Reduced
108
Closed
17
Calls
$1.47M
Puts
–
Net Calls
+$1.47M
Net Calls Change
+$1.2M

Top Buyers

1
BTI
Blue Trust Inc
Georgia
+$3.1M
2
UBS Group
UBS Group
Switzerland
+$3.04M
3
LPL Financial
LPL Financial
California
+$2.89M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.5M
5
OPS
Orion Portfolio Solutions
Nebraska
+$2.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29.1M
2
HNB
Huntington National Bank
Ohio
-$18.4M
3
GW
GW & Wade
Massachusetts
-$4.63M
4
DSCM
Del-Sette Capital Management
New York
-$3.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
101
Jane Street
New York
$1.17M +$673K +23,371 +136%
PTP
102
Platform Technology Partners
New York
$1.16M – – –
VC
103
Vicus Capital
Pennsylvania
$1.12M -$353K -12,254 -24%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$1.08M -$9.9K -344 -0.9%
CWM
105
Connecticut Wealth Management
Connecticut
$1.05M -$98.9K -3,435 -9%
FFN
106
Focus Financial Network
Minnesota
$1.04M +$1.61K +56 +0.2%
FVCM
107
F&V Capital Management
Florida
$1.04M +$15.3K +530 +1%
HHGA
108
Halbert Hargrove Global Advisors
California
$976K +$1.61K +56 +0.2%
RRA
109
Round Rock Advisors
Connecticut
$956K -$19.4K -675 -2%
WA
110
Wambolt & Associates
Colorado
$922K +$32.6K +1,133 +4%
MML Investors Services
111
MML Investors Services
Massachusetts
$922K +$65.9K +2,290 +8%
OCG
112
Opus Capital Group
Ohio
$917K +$9.04K +314 +1%
WB
113
WesBanco Bank
West Virginia
$912K -$4.8K -167 -0.5%
GFS
114
GYL Financial Synergies
Connecticut
$893K +$259 +9 +0%
APCM
115
Alaska Permanent Capital Management
Alaska
$880K -$11.6K -403 -1%
AWS
116
Atria Wealth Solutions
New York
$869K -$33.2K -1,153 -4%
BA
117
Bristlecone Advisors
Washington
$863K +$29.7K +1,030 +4%
IA
118
IFP Advisors
Florida
$858K -$43.8K -1,523 -5%
IA
119
IFG Advisory
Georgia
$842K +$11.5K +400 +1%
BWM
120
Baystate Wealth Management
Massachusetts
$835K +$2.51K +87 +0.3%
MMA
121
Miracle Mile Advisors
California
$804K +$23.5K +816 +3%
BF
122
BOK Financial
Oklahoma
$804K -$63.1K -2,191 -7%
OC
123
Oppenheimer & Co
New York
$794K -$317 -11 -0%
ST
124
Spinnaker Trust
Maine
$760K +$29 +1 +0%
PFA
125
Petra Financial Advisors
Colorado
$755K -$10.9K -378 -1%
3 4
5
6 7