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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

322 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
101
Reduced
137
Closed
18
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
-$1.37M

Top Buyers

1
MWM
Meridian Wealth Management
Kentucky
$4.27M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$3.99M
3
Goldman Sachs
Goldman Sachs
New York
$2.14M
4
FTUS
Flow Traders U.S.
New York
$1.82M
5
Citadel Advisors
Citadel Advisors
Florida
$2.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$16.1M
2
CICC
Capital Investment Counsel (Colorado)
Colorado
$486K
3
Bank of America
Bank of America
North Carolina
$66.8M
4
UCFA
United Capital Financial Advisors
Texas
$553K
5
AssetMark Inc
AssetMark Inc
California
$7.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
126
Smith, Moore & Co
Missouri
$797K +$46.9K +1,505 +6%
PFA
127
Petra Financial Advisors
Colorado
$788K – – –
BA
128
Bristlecone Advisors
Washington
$771K +$13.7K +441 +2%
SA
129
Sanctuary Advisors
Indiana
$768K +$768K +24,567 New
D.E. Shaw & Co
130
D.E. Shaw & Co
New York
$765K +$319K +10,248 +72%
IBOK
131
Independence Bank of Kentucky
Kentucky
$765K +$89.7K +2,880 +13%
CCA
132
Clearwater Capital Advisors
Illinois
$724K +$26.8K +860 +4%
SS
133
Sunbelt Securities
Texas
$720K -$10.9K -351 -1%
SG
134
Sharper & Granite
California
$717K -$37.4K -1,200 -5%
IA
135
IFP Advisors
Florida
$713K -$74.1K -2,379 -9%
BPA
136
Beacon Pointe Advisors
California
$693K -$49.2K -1,581 -7%
GC
137
Guidance Capital
Kentucky
$688K -$24.3K -695 -3%
BFPW
138
BOK Financial Private Wealth
Colorado
$677K – – –
WP
139
WealthShield Partners
North Carolina
$669K +$15K +483 +2%
IA
140
Insight Advisors
Pennsylvania
$666K +$19.7K +633 +3%
AWS
141
Atria Wealth Solutions
New York
$658K +$19.1K +612 +3%
CA
142
Clearstead Advisors
Ohio
$643K +$643K +20,658 New
MSA
143
Marino Stram & Associates
Massachusetts
$627K +$1.03K +33 +0.2%
RRA
144
Round Rock Advisors
Connecticut
$609K -$387K -12,409 -39%
CPIG
145
Chicago Partners Investment Group
Illinois
$596K -$7.94K -228 -1%
RSWA
146
Robinson Smith Wealth Advisors
Maine
$584K – – –
BSW
147
Buckingham Strategic Wealth
Missouri
$566K +$1.93K +62 +0.3%
SC
148
SouthState Corp
Florida
$553K +$538K +17,287 +3,609%
UCFA
149
United Capital Financial Advisors
Texas
$553K -$5.23M -167,959 -90%
RCAG
150
Rehmann Capital Advisory Group
Michigan
$541K – – –
4 5
6
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