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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

283 hedge funds and large institutions have $719M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-11
Holders Change %
-3.74%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
28
Increased
106
Reduced
97
Closed
32
Calls
$340K
Puts
–
Net Calls
+$340K
Net Calls Change
+$78K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$62.2M
2
LPL Financial
LPL Financial
California
$39.7M
3
BFG
Beacon Financial Group
Texas
$4.49M
4
UBS Group
UBS Group
Switzerland
$39.5M
5
Ameriprise
Ameriprise
Minnesota
$19.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$14.8M
2
AWM
AE Wealth Management
Kansas
$0
3
Morgan Stanley
Morgan Stanley
New York
$56.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.2M
5
VCS
Vaughan & Co Securities
New Jersey
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
126
Snowden Capital Advisors
New York
$622K -$40.5K -1,574 -6%
SS
127
Sunbelt Securities
Texas
$621K +$206 +8 +0%
APA
128
American Portfolios Advisors
New York
$610K +$35.1K +1,365 +6%
LPT
129
Legacy Private Trust
Wisconsin
$573K -$75.2K -2,924 -12%
WP
130
WealthShield Partners
North Carolina
$573K +$16.8K +653 +3%
BFPW
131
BOK Financial Private Wealth
Colorado
$570K -$23.6K -915 -4%
CWM
132
Collaborative Wealth Management
Florida
$563K -$15.8K -615 -3%
WSTAM
133
Wilbanks Smith & Thomas Asset Management
Virginia
$555K -$3.65K -142 -0.7%
SPIA
134
Steward Partners Investment Advisory
New York
$552K – – –
HW
135
Hancock Whitney
Mississippi
$547K -$18K -700 -3%
FVCM
136
F&V Capital Management
Florida
$540K +$51.6K +2,005 +11%
JWCA
137
J.W. Cole Advisors
Florida
$536K +$18.7K +727 +4%
NB
138
NBT Bank
New York
$529K +$51.4K +1,997 +11%
MSA
139
Marino Stram & Associates
Massachusetts
$519K -$75.6K -2,938 -13%
CAG
140
Csenge Advisory Group
Florida
$503K -$542K -21,046 -52%
AI
141
Accredited Investors
Minnesota
$497K +$3.86K +150 +0.8%
IA
142
Insight Advisors
Pennsylvania
$487K +$36.3K +1,410 +8%
AGA
143
Arkos Global Advisors
Texas
$487K +$61.4K +2,386 +14%
JPMorgan Chase & Co
144
JPMorgan Chase & Co
New York
$485K -$176K -6,845 -27%
OCM
145
One Capital Management
California
$481K +$267K +10,377 +124%
HIA
146
Harbor Investment Advisory
Maryland
$477K -$20.6K -800 -4%
BFS
147
Bickling Financial Services
Massachusetts
$473K +$4.07K +158 +0.9%
MIAN
148
Mariner Independent Advisor Network
Kansas
$472K -$826K -32,094 -64%
PT
149
Plimoth Trust
Massachusetts
$468K -$3.09K -120 -0.7%
AF
150
Allworth Financial
California
$453K -$9.21K -358 -2%
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