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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
97
Reduced
112
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
-$1.05M

Top Buyers

1
IWM
IHT Wealth Management
Illinois
$8.37M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.45M
3
Citadel Advisors
Citadel Advisors
Florida
$5.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
5
Bank of America
Bank of America
North Carolina
$52.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
$291K
2
HNB
Huntington National Bank
Ohio
$15.8M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$6.69M
4
Creative Planning
Creative Planning
Kansas
$45.1M
5
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
126
Sunbelt Securities
Texas
$681K -$28.5K -1,010 -4%
SPC
127
Sigma Planning Corp
Michigan
$667K -$25.3K -897 -4%
FCA
128
FinTrust Capital Advisors
South Carolina
$652K -$63K -2,233 -9%
WP
129
WealthShield Partners
North Carolina
$645K -$24.6K -871 -4%
MG
130
Mather Group
Illinois
$640K +$305K +10,833 +91%
CPIG
131
Chicago Partners Investment Group
Illinois
$629K -$4.12K -154 -0.7%
SPIA
132
Steward Partners Investment Advisory
New York
$627K -$23.3K -827 -4%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$622K +$161K +5,719 +35%
PA
134
Pinnacle Associates
New York
$620K -$19.8K -701 -3%
AWS
135
Atria Wealth Solutions
New York
$603K -$248K -8,800 -29%
CCA
136
Clearwater Capital Advisors
Illinois
$598K -$37.3K -1,323 -6%
WSTAM
137
Wilbanks Smith & Thomas Asset Management
Virginia
$593K – – –
BSW
138
Buckingham Strategic Wealth
Missouri
$588K – – –
BFPW
139
BOK Financial Private Wealth
Colorado
$582K -$9.28K -329 -2%
MSA
140
Marino Stram & Associates
Massachusetts
$566K +$761 +27 +0.1%
HCM
141
Hengehold Capital Management
Ohio
$560K – – –
PWP
142
Principle Wealth Partners
Connecticut
$549K – – –
IA
143
Insight Advisors
Pennsylvania
$543K -$1.13K -40 -0.2%
JSL
144
JT Stratford LLC
Georgia
$498K -$131K -4,643 -21%
SMC
145
Smith, Moore & Co
Missouri
$498K – – –
RCAG
146
Rehmann Capital Advisory Group
Michigan
$489K – – –
PWMAG
147
Pinnacle Wealth Management Advisory Group
New Jersey
$481K -$9.33K -331 -2%
CTWM
148
Cherry Tree Wealth Management
Minnesota
$479K -$27.4K -971 -5%
AGA
149
Arkos Global Advisors
Texas
$479K +$102K +3,630 +27%
HIA
150
Harbor Investment Advisory
Maryland
$468K – – –
4 5
6
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