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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+9
Holders Change %
+2.9%
% of All Funds
4.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
102
Reduced
121
Closed
19
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$1.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
PCG
Prosperity Consulting Group
Maryland
+$8.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
5
M&T Bank
M&T Bank
New York
+$2.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$66.9M
2
HNB
Huntington National Bank
Ohio
-$17.2M
3
IWM
IHT Wealth Management
Illinois
-$7.67M
4
MWM
Meridian Wealth Management
Kentucky
-$4.4M
5
UCFA
United Capital Financial Advisors
Texas
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
126
Principal Securities
Iowa
$886K -$87K -2,663 -9%
ST
127
Spinnaker Trust
Maine
$863K – – –
PFA
128
Petra Financial Advisors
Colorado
$827K – – –
IA
129
IFP Advisors
Florida
$826K -$42.7K -1,308 -5%
BA
130
Bristlecone Advisors
Washington
$795K -$198K -6,054 -20%
HIA
131
Harbor Investment Advisory
Maryland
$790K +$430K +13,171 +120%
SMC
132
Smith, Moore & Co
Missouri
$787K -$654 -20 -0.1%
BPA
133
Beacon Pointe Advisors
California
$779K -$491K -15,034 -39%
SG
134
Sharper & Granite
California
$770K +$32.1K +1,010 +4%
SS
135
Sunbelt Securities
Texas
$767K -$22.6K -692 -3%
FVCM
136
F&V Capital Management
Florida
$746K +$50.5K +1,545 +7%
CCA
137
Clearwater Capital Advisors
Illinois
$732K -$1.7K -52 -0.2%
BFPW
138
BOK Financial Private Wealth
Colorado
$711K +$36K +1,101 +5%
IBOK
139
Independence Bank of Kentucky
Kentucky
$708K +$124K +3,780 +21%
WP
140
WealthShield Partners
North Carolina
$686K -$65.9K -2,018 -9%
WSTAM
141
Wilbanks Smith & Thomas Asset Management
Virginia
$682K -$4.15K -127 -0.6%
IA
142
Insight Advisors
Pennsylvania
$678K +$56.5K +1,729 +9%
AWS
143
Atria Wealth Solutions
New York
$671K +$17.1K +522 +3%
MSA
144
Marino Stram & Associates
Massachusetts
$657K +$556 +17 +0.1%
PWP
145
Principle Wealth Partners
Connecticut
$629K – – –
GC
146
Guidance Capital
Kentucky
$627K +$627K +20,387 New
RSWA
147
Robinson Smith Wealth Advisors
Maine
$612K – – –
BSW
148
Buckingham Strategic Wealth
Missouri
$592K -$95.9K -2,935 -14%
TNBTD
149
Trustmark National Bank Trust Department
Mississippi
$583K +$124K +3,782 +27%
SPC
150
Sigma Planning Corp
Michigan
$582K +$281K +8,601 +93%
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