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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $830M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
39
Increased
114
Reduced
83
Closed
22
Calls
$347K
Puts
$574K
Net Calls
-$227K
Net Calls Change
-$567K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.7M
2
LPL Financial
LPL Financial
California
$49.8M
3
UBS Group
UBS Group
Switzerland
$49.1M
4
GW
GW & Wade
Massachusetts
$4.83M
5
BCMO
Buckingham Capital Management (Ohio)
Ohio
$4.09M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$18M
2
AssetMark Inc
AssetMark Inc
California
$11.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29.9M
4
VCS
Vaughan & Co Securities
New Jersey
$3.5M
5
RIA
RPG Investment Advisory
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
BlackDiamond Wealth Management
New York
$731K +$59.4K +2,006 +9%
SCA
127
Snowden Capital Advisors
New York
$722K +$33.2K +1,168 +5%
FCA
128
FinTrust Capital Advisors
South Carolina
$721K -$30.1K -1,059 -4%
JSL
129
JT Stratford LLC
Georgia
$715K +$12.5K +438 +2%
FNT
130
First National Trust
Pennsylvania
$709K +$11.8K +415 +2%
HCM
131
Hengehold Capital Management
Ohio
$703K +$1.85K +65 +0.3%
SS
132
Sunbelt Securities
Texas
$686K +$284 +10 +0%
FVCM
133
F&V Capital Management
Florida
$682K +$85.9K +3,020 +14%
NB
134
NBT Bank
New York
$661K +$76K +2,674 +13%
SPIA
135
Steward Partners Investment Advisory
New York
$657K +$46.9K +1,649 +8%
EH
136
Equitable Holdings
New York
$648K -$198K -6,970 -23%
PWMAG
137
Pinnacle Wealth Management Advisory Group
New Jersey
$646K -$61.7K -2,170 -9%
BFPW
138
BOK Financial Private Wealth
Colorado
$624K -$5.63K -198 -0.9%
WSTAM
139
Wilbanks Smith & Thomas Asset Management
Virginia
$614K -$228 -8 -0%
CWM
140
Collaborative Wealth Management
Florida
$613K -$9.61K -338 -2%
HW
141
Hancock Whitney
Mississippi
$608K +$3.61K +127 +0.6%
JWCA
142
J.W. Cole Advisors
Florida
$603K +$10.3K +361 +2%
FAIM
143
Financial Advocates Investment Management
Washington
$585K +$585K +20,567 New
AI
144
Accredited Investors
Minnesota
$569K +$20.3K +714 +4%
MSA
145
Marino Stram & Associates
Massachusetts
$568K -$5.32K -187 -0.9%
MCC
146
Money Concepts Capital
Florida
$551K -$872K -30,665 -61%
PWP
147
Principle Wealth Partners
Connecticut
$543K – – –
IA
148
Insight Advisors
Pennsylvania
$533K -$5.56K -195 -1%
OCM
149
One Capital Management
California
$532K – – –
SMC
150
Smith, Moore & Co
Missouri
$526K +$526K +18,495 New
4 5
6
7 8