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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

297 hedge funds and large institutions have $860M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+21
Holders Change %
+7.61%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
50
Increased
112
Reduced
75
Closed
25
Calls
$476K
Puts
$217K
Net Calls
+$259K
Net Calls Change
-$247K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.6M
2
Wells Fargo
Wells Fargo
California
$27.8M
3
Citadel Advisors
Citadel Advisors
Florida
$2.83M
4
AWM
Apollon Wealth Management
South Carolina
$1.91M
5
WP
WealthShield Partners
North Carolina
$1.32M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.5M
2
FTUS
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.6M
4
PWAC
Private Wealth Advisors (California)
California
$0
5
JFA
JNBA Financial Advisors
Minnesota
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Collaborative Wealth Management
Florida
$747K +$747K +22,727 New
TNBTD
127
Trustmark National Bank Trust Department
Mississippi
$730K +$3.95K +120 +0.5%
PAS
128
Park Avenue Securities
New York
$728K -$11K -335 -1%
SPIA
129
Steward Partners Investment Advisory
New York
$717K +$132K +4,025 +23%
BCMO
130
Buckingham Capital Management (Ohio)
Ohio
$714K -$2.8K -85 -0.4%
ASN
131
Advisory Services Network
Georgia
$679K +$7.72K +235 +1%
HW
132
Hancock Whitney
Mississippi
$655K +$19.2K +585 +3%
EWA
133
EP Wealth Advisors
California
$649K -$62.5K -1,900 -9%
JWCA
134
J.W. Cole Advisors
Florida
$649K +$649K +19,754 New
HIA
135
Harbor Investment Advisory
Maryland
$636K +$109K +3,308 +21%
LPT
136
Legacy Private Trust
Wisconsin
$635K +$13.1K +400 +2%
BFS
137
Bickling Financial Services
Massachusetts
$624K -$66 -2 -0%
SIC
138
Sterling Investment Counsel
New York
$624K +$624K +18,989 New
PT
139
Plimoth Trust
Massachusetts
$606K +$12.5K +380 +2%
GFS
140
GYL Financial Synergies
Connecticut
$605K +$9.86K +300 +2%
BF
141
BOK Financial
Oklahoma
$602K -$14.7K -446 -2%
NB
142
NBT Bank
New York
$599K -$4.89K -149 -0.8%
HCM
143
Hengehold Capital Management
Ohio
$588K -$296 -9 -0.1%
GWM
144
Geneos Wealth Management
Colorado
$588K +$35.7K +1,087 +6%
RCAG
145
Rehmann Capital Advisory Group
Michigan
$586K -$5.49K -167 -0.9%
Bessemer Group
146
Bessemer Group
New Jersey
$574K – – –
AI
147
Accredited Investors
Minnesota
$570K +$333K +10,125 +140%
UL
148
Unionview LLC
Washington
$544K +$544K +16,541 New
SWP
149
Stratos Wealth Partners
Ohio
$539K -$4.34K -132 -0.8%
PLFAM
150
Pineno Levin & Ford Asset Management
Virginia
$521K – – –
4 5
6
7 8