DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

319 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+9
Holders Change %
+2.9%
% of All Funds
4.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
102
Reduced
121
Closed
19
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$1.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
PCG
Prosperity Consulting Group
Maryland
+$8.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
5
M&T Bank
M&T Bank
New York
+$2.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$66.9M
2
HNB
Huntington National Bank
Ohio
-$17.2M
3
IWM
IHT Wealth Management
Illinois
-$7.67M
4
MWM
Meridian Wealth Management
Kentucky
-$4.4M
5
UCFA
United Capital Financial Advisors
Texas
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
101
Montecito Bank & Trust
California
$1.3M +$15.2K +464 +1%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$1.3M +$71.6K +2,190 +6%
HSA
103
HBK Sorce Advisory
Pennsylvania
$1.26M +$43.5K +1,330 +4%
APCM
104
Alaska Permanent Capital Management
Alaska
$1.22M +$171K +5,230 +16%
IWP
105
Invenio Wealth Partners
Florida
$1.19M -$789K -24,143 -40%
HHGA
106
Halbert Hargrove Global Advisors
California
$1.18M +$216K +6,603 +22%
Mariner
107
Mariner
Kansas
$1.14M +$363K +11,097 +47%
SPIA
108
Steward Partners Investment Advisory
New York
$1.13M +$380K +11,640 +51%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$1.11M +$827K +25,311 +295%
WW
110
Waterfront Wealth
Kansas
$1.11M -$129K -4,131 -10%
MMA
111
Miracle Mile Advisors
California
$1.1M +$509K +15,584 +86%
UAG
112
United Advisor Group
Ohio
$1.09M +$1.09M +33,489 New
CWM
113
Connecticut Wealth Management
Connecticut
$1.09M -$109K -3,345 -9%
OCG
114
Opus Capital Group
Ohio
$1.07M +$4.9K +150 +0.5%
RRA
115
Round Rock Advisors
Connecticut
$1.04M – – –
WB
116
WesBanco Bank
West Virginia
$1.02M -$51.8K -1,585 -5%
Two Sigma Investments
117
Two Sigma Investments
New York
$993K -$26.1K -800 -3%
GFS
118
GYL Financial Synergies
Connecticut
$978K -$29.3K -897 -3%
IWM
119
IHT Wealth Management
Illinois
$971K -$7.67M -234,551 -89%
VC
120
Vicus Capital
Pennsylvania
$958K -$8.07K -247 -0.8%
BF
121
BOK Financial
Oklahoma
$957K -$20.9K -648 -2%
MG
122
Mather Group
Illinois
$943K +$115K +3,561 +14%
IA
123
IFG Advisory
Georgia
$942K -$12.1K -370 -1%
OC
124
Oppenheimer & Co
New York
$921K -$21.6K -661 -2%
Comerica Bank
125
Comerica Bank
Texas
$911K -$86.2K -2,637 -9%
3 4
5
6 7