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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

272 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
90
Reduced
93
Closed
25
Calls
$427K
Puts
–
Net Calls
+$427K
Net Calls Change
-$283K

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$14.1M
2
LPL Financial
LPL Financial
California
+$5.2M
3
CWM
Connecticut Wealth Management
Connecticut
+$2.23M
4
PPW
Pasadena Private Wealth
California
+$1.66M
5
UCFA
United Capital Financial Advisors
Texas
+$1.34M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$3.81M
2
BWM
BCS Wealth Management
Tennessee
-$3.77M
3
Creative Planning
Creative Planning
Kansas
-$3.65M
4
SPIA
Steward Partners Investment Advisory
New York
-$1.92M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICMP
126
Integrated Capital Management (Pennsylvania)
Pennsylvania
$577K +$577K +18,148 New
RCAG
127
Rehmann Capital Advisory Group
Michigan
$574K – – –
HCM
128
Hengehold Capital Management
Ohio
$571K +$197K +6,189 +53%
SPIA
129
Steward Partners Investment Advisory
New York
$548K -$1.92M -60,131 -78%
SB
130
Strategic Blueprint
Georgia
$544K +$219K +6,867 +67%
SWP
131
Stratos Wealth Partners
Ohio
$536K -$56.4K -1,769 -10%
HIA
132
Harbor Investment Advisory
Maryland
$528K +$98.3K +3,084 +23%
SPC
133
Sigma Planning Corp
Michigan
$513K -$185K -5,815 -27%
Invesco
134
Invesco
Georgia
$511K -$83.3K -2,614 -14%
PLFAM
135
Pineno Levin & Ford Asset Management
Virginia
$506K – – –
HW
136
Hancock Whitney
Mississippi
$500K -$2.23K -70 -0.4%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$486K +$469K +14,676 +2,817%
HIS
138
Harvest Investment Services
Illinois
$485K -$3.73K -117 -0.8%
WT
139
Whittier Trust
California
$459K – – –
IA
140
Insight Advisors
Pennsylvania
$436K +$124K +3,964 +40%
DC
141
Davenport & Co
Virginia
$431K +$109K +3,410 +34%
SFG
142
StrategIQ Financial Group
Indiana
$430K +$96 +3 +0%
XF
143
XML Financial
Maryland
$427K +$109K +3,418 +34%
AA
144
AlphaMark Advisors
Kentucky
$418K -$7.98K -250 -2%
RJT
145
Raymond James Trust
Florida
$406K -$1.4K -44 -0.3%
MFW
146
Meristem Family Wealth
Minnesota
$405K +$405K +12,685 New
ACWM
147
Adams Chetwood Wealth Management
North Carolina
$404K +$57.9K +1,814 +17%
OIA
148
OneDigital Investment Advisors
Kansas
$403K +$7.08K +222 +2%
IA
149
IFG Advisory
Georgia
$401K – – –
CCM
150
Colorado Capital Management
Colorado
$400K -$4.91K -154 -1%
4 5
6
7 8