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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

322 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
101
Reduced
137
Closed
18
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
-$1.37M

Top Buyers

1
MWM
1
Meridian Wealth Management
Kentucky
$4.27M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.99M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.14M
4
FTUS
4
Flow Traders U.S.
New York
$1.82M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.9M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$16.1M
2
CICC
2
Capital Investment Counsel (Colorado)
Colorado
$486K
3
Bank of America
3
Bank of America
North Carolina
$66.8M
4
UCFA
4
United Capital Financial Advisors
Texas
$553K
5
AssetMark Inc
5
AssetMark Inc
California
$7.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
101
Jane Street
New York
$1.13M -$796K -25,568 -41%
HHGA
102
Halbert Hargrove Global Advisors
California
$1.12M +$2.68K +86 +0.2%
SPIA
103
Steward Partners Investment Advisory
New York
$1.11M +$26.8K +859 +2%
MBT
104
Montecito Bank & Trust
California
$1.09M -$156K -5,020 -13%
WW
105
Waterfront Wealth
Kansas
$1.08M -$21.2K -681 -2%
IWP
106
Invenio Wealth Partners
Florida
$1.06M -$75.7K -2,430 -7%
OCG
107
Opus Capital Group
Ohio
$1.05M +$30.9K +993 +3%
WB
108
WesBanco Bank
West Virginia
$1.04M +$71.6K +2,300 +7%
FVCM
109
F&V Capital Management
Florida
$972K +$260K +8,350 +37%
CWM
110
Connecticut Wealth Management
Connecticut
$959K -$78.3K -2,513 -8%
Two Sigma Investments
111
Two Sigma Investments
New York
$947K – – –
HIA
112
Harbor Investment Advisory
Maryland
$946K +$193K +6,199 +26%
IWM
113
IHT Wealth Management
Illinois
$928K +$2.12K +68 +0.2%
BF
114
BOK Financial
Oklahoma
$922K -$530 -17 -0.1%
VC
115
Vicus Capital
Pennsylvania
$916K +$2.71K +87 +0.3%
MG
116
Mather Group
Illinois
$915K -$43.8K -1,341 -5%
GFS
117
GYL Financial Synergies
Connecticut
$907K -$25.8K -827 -3%
OC
118
Oppenheimer & Co
New York
$905K +$27.8K +891 +3%
MMA
119
Miracle Mile Advisors
California
$900K -$151K -4,857 -14%
IA
120
IFG Advisory
Georgia
$878K -$20.4K -655 -2%
Mariner
121
Mariner
Kansas
$868K -$219K -7,046 -20%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$833K -$404K -12,959 -33%
Comerica Bank
123
Comerica Bank
Texas
$830K -$38.1K -1,223 -4%
ST
124
Spinnaker Trust
Maine
$823K – – –
PS
125
Principal Securities
Iowa
$813K -$31.4K -1,009 -4%
3 4
5
6 7