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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $794M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
110
Reduced
93
Closed
22
Calls
$262K
Puts
–
Net Calls
+$262K
Net Calls Change
-$38K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$12.9M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$11.2M
3
AssetMark Inc
AssetMark Inc
California
$17.3M
4
Cerity Partners
Cerity Partners
New York
$3.05M
5
UBS Group
UBS Group
Switzerland
$40.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.5M
2
BFG
Beacon Financial Group
Texas
$3.4M
3
DSCM
Del-Sette Capital Management
New York
$7.92M
4
Wells Fargo
Wells Fargo
California
$19M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
126
Legacy Private Trust
Wisconsin
$711K +$309K +10,959 +77%
JSL
127
JT Stratford LLC
Georgia
$708K +$708K +25,090 New
GFS
128
GYL Financial Synergies
Connecticut
$706K +$141K +4,980 +25%
KWM
129
KerberRose Wealth Management
Wisconsin
$693K +$693K +24,559 New
SS
130
Sunbelt Securities
Texas
$681K -$30.7K -1,086 -4%
OC
131
Oppenheimer & Co
New York
$680K +$23.5K +835 +4%
BCMO
132
Buckingham Capital Management (Ohio)
Ohio
$665K +$30.3K +1,074 +5%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$653K +$197K +6,986 +43%
MSA
134
Marino Stram & Associates
Massachusetts
$652K +$25.3K +895 +4%
BFPW
135
BOK Financial Private Wealth
Colorado
$651K – – –
BF
136
BOK Financial
Oklahoma
$640K +$67.9K +2,410 +12%
CWM
137
Collaborative Wealth Management
Florida
$635K +$635K +22,504 New
APA
138
American Portfolios Advisors
New York
$630K -$69.8K -2,475 -10%
HW
139
Hancock Whitney
Mississippi
$619K +$54.3K +1,926 +10%
WSTAM
140
Wilbanks Smith & Thomas Asset Management
Virginia
$613K -$3.16K -112 -0.5%
WP
141
WealthShield Partners
North Carolina
$610K +$10.1K +359 +2%
SPIA
142
Steward Partners Investment Advisory
New York
$605K -$25.6K -907 -4%
FTUS
143
Flow Traders U.S.
New York
$581K +$404K +14,303 +228%
PAS
144
Park Avenue Securities
New York
$574K -$66K -2,338 -10%
HCM
145
Hengehold Capital Management
Ohio
$571K +$79.9K +2,828 +16%
JWCA
146
J.W. Cole Advisors
Florida
$567K +$15K +533 +3%
HIA
147
Harbor Investment Advisory
Maryland
$545K -$16.9K -600 -3%
AI
148
Accredited Investors
Minnesota
$541K +$42.8K +1,515 +9%
PWP
149
Principle Wealth Partners
Connecticut
$539K -$43.8K -1,553 -8%
FVCM
150
F&V Capital Management
Florida
$535K +$148K +5,235 +38%
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