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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
97
Reduced
112
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
-$1.05M

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$8.37M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$4.45M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.2M
5
Bank of America
5
Bank of America
North Carolina
$52.2M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$291K
2
HNB
2
Huntington National Bank
Ohio
$15.8M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$6.69M
4
Creative Planning
4
Creative Planning
Kansas
$45.1M
5
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
101
Connecticut Wealth Management
Connecticut
$1.01M -$12.3K -435 -1%
MML Investors Services
102
MML Investors Services
Massachusetts
$1M +$98K +3,473 +11%
VC
103
Vicus Capital
Pennsylvania
$959K -$135K -4,776 -12%
HHGA
104
Halbert Hargrove Global Advisors
California
$958K +$2K +71 +0.2%
RRA
105
Round Rock Advisors
Connecticut
$936K – – –
APCM
106
Alaska Permanent Capital Management
Alaska
$927K +$65.2K +2,314 +8%
MMA
107
Miracle Mile Advisors
California
$916K +$129K +4,578 +16%
WA
108
Wambolt & Associates
Colorado
$908K +$17.9K +645 +2%
OCG
109
Opus Capital Group
Ohio
$907K +$8.63K +306 +1%
FRA
110
FFG Retirement Advisors
Colorado
$899K -$461K -16,336 -34%
Comerica Bank
111
Comerica Bank
Texas
$896K +$896K +31,761 New
WB
112
WesBanco Bank
West Virginia
$895K – – –
GFS
113
GYL Financial Synergies
Connecticut
$877K +$2.93K +104 +0.3%
BA
114
Bristlecone Advisors
Washington
$855K +$10.5K +373 +1%
FVCM
115
F&V Capital Management
Florida
$854K -$160K -5,670 -16%
IA
116
IFP Advisors
Florida
$812K -$28.3K -1,003 -3%
IA
117
IFG Advisory
Georgia
$811K -$14.1K -500 -2%
OC
118
Oppenheimer & Co
New York
$754K -$24.4K -865 -3%
BF
119
BOK Financial
Oklahoma
$749K -$1.24K -46 -0.2%
ST
120
Spinnaker Trust
Maine
$745K – – –
PFA
121
Petra Financial Advisors
Colorado
$739K – – –
BWM
122
Baystate Wealth Management
Massachusetts
$734K -$84K -2,977 -10%
HW
123
Hancock Whitney
Mississippi
$723K +$258K +9,148 +55%
NB
124
NBT Bank
New York
$705K +$7.45K +264 +1%
Two Sigma Investments
125
Two Sigma Investments
New York
$702K +$353K +12,500 +101%
3 4
5
6 7