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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$75.7M
2
Stifel Financial
2
Stifel Financial
Missouri
$16.4M
3
IA
3
IFP Advisors
Florida
$6.56M
4
RJA
4
Raymond James & Associates
Florida
$15.3M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.91M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$18.8M
2
SFC
2
Strategic Financial Concepts
Texas
$300K
3
Bank of America
3
Bank of America
North Carolina
$68M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$382K
5
MWM
5
Meridian Wealth Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
101
Beacon Pointe Advisors
California
$1.18M +$411K +11,916 +54%
Mariner
102
Mariner
Kansas
$1.12M +$160K +4,646 +17%
FVCM
103
F&V Capital Management
Florida
$1.08M – – –
IWP
104
Invenio Wealth Partners
Florida
$1.07M -$103K -2,990 -9%
GFS
105
GYL Financial Synergies
Connecticut
$1.03M +$25.2K +731 +3%
IWM
106
IHT Wealth Management
Illinois
$1.03M +$1.62K +47 +0.2%
OC
107
Oppenheimer & Co
New York
$1.01M +$11.9K +346 +1%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$1.01M +$84.5K +2,451 +9%
IBOK
109
Independence Bank of Kentucky
Kentucky
$1M +$156K +4,526 +18%
BF
110
BOK Financial
Oklahoma
$1M +$5.39K +160 +0.5%
CWM
111
Connecticut Wealth Management
Connecticut
$963K -$98.5K -2,855 -9%
IA
112
IFG Advisory
Georgia
$960K -$11.2K -325 -1%
WP
113
WealthShield Partners
North Carolina
$951K +$211K +6,108 +28%
PS
114
Principal Securities
Iowa
$936K +$35.4K +1,025 +4%
MMA
115
Miracle Mile Advisors
California
$934K -$62.8K -1,822 -6%
Jane Street
116
Jane Street
New York
$912K -$334K -9,684 -27%
ST
117
Spinnaker Trust
Maine
$911K – – –
Comerica Bank
118
Comerica Bank
Texas
$909K -$9.66K -280 -1%
SMC
119
Smith, Moore & Co
Missouri
$883K +$138 +4 +0%
MG
120
Mather Group
Illinois
$882K -$83.2K -2,411 -9%
PFA
121
Petra Financial Advisors
Colorado
$873K – – –
WIA
122
World Investment Advisors
California
$865K +$865K +25,066 New
SA
123
Sanctuary Advisors
Indiana
$819K -$96.8K -2,598 -11%
BA
124
Bristlecone Advisors
Washington
$817K -$36.5K -1,057 -4%
VC
125
Vicus Capital
Pennsylvania
$817K -$197K -5,715 -19%
3 4
5
6 7