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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $839M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
–
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
110
Reduced
108
Closed
17
Calls
$1.47M
Puts
–
Net Calls
+$1.47M
Net Calls Change
+$1.2M

Top Buyers

1
BTI
Blue Trust Inc
Georgia
+$3.1M
2
UBS Group
UBS Group
Switzerland
+$3.04M
3
LPL Financial
LPL Financial
California
+$2.89M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.5M
5
OPS
Orion Portfolio Solutions
Nebraska
+$2.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29.1M
2
HNB
Huntington National Bank
Ohio
-$18.4M
3
GW
GW & Wade
Massachusetts
-$4.63M
4
DSCM
Del-Sette Capital Management
New York
-$3.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
126
Sunbelt Securities
Texas
$724K +$230 +8 +0%
FCA
127
FinTrust Capital Advisors
South Carolina
$721K – – –
CPIG
128
Chicago Partners Investment Group
Illinois
$717K +$3.7K +122 +0.5%
NB
129
NBT Bank
New York
$712K +$24.5K +851 +4%
SPC
130
Sigma Planning Corp
Michigan
$706K -$422K -14,674 -37%
WP
131
WealthShield Partners
North Carolina
$684K +$109K +3,775 +19%
SCA
132
Snowden Capital Advisors
New York
$684K +$16.6K +577 +2%
SPIA
133
Steward Partners Investment Advisory
New York
$664K – – –
PA
134
Pinnacle Associates
New York
$653K -$121K -4,190 -16%
CCA
135
Clearwater Capital Advisors
Illinois
$648K -$403 -14 -0.1%
JSL
136
JT Stratford LLC
Georgia
$642K -$53.7K -1,865 -8%
FTUS
137
Flow Traders U.S.
New York
$615K +$615K +21,369 New
WSTAM
138
Wilbanks Smith & Thomas Asset Management
Virginia
$606K -$2.13K -74 -0.4%
BFPW
139
BOK Financial Private Wealth
Colorado
$604K -$3.37K -117 -0.6%
BSW
140
Buckingham Strategic Wealth
Missouri
$601K +$198K +6,879 +49%
EWA
141
Exencial Wealth Advisors
Oklahoma
$582K +$582K +20,206 New
MSA
142
Marino Stram & Associates
Massachusetts
$577K +$1.12K +39 +0.2%
AI
143
Accredited Investors
Minnesota
$575K +$2.94K +102 +0.5%
HCM
144
Hengehold Capital Management
Ohio
$572K – – –
PWP
145
Principle Wealth Partners
Connecticut
$560K +$10.1K +350 +2%
IA
146
Insight Advisors
Pennsylvania
$556K +$3.51K +122 +0.6%
SAG
147
SageView Advisory Group
California
$544K +$544K +18,905 New
CWM
148
Collaborative Wealth Management
Florida
$524K -$10.6K -368 -2%
CTWM
149
Cherry Tree Wealth Management
Minnesota
$517K +$517K +17,963 New
SMC
150
Smith, Moore & Co
Missouri
$508K – – –
4 5
6
7 8