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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

272 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
90
Reduced
93
Closed
25
Calls
$427K
Puts
–
Net Calls
+$427K
Net Calls Change
-$283K

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$14.1M
2
LPL Financial
LPL Financial
California
+$5.2M
3
CWM
Connecticut Wealth Management
Connecticut
+$2.23M
4
PPW
Pasadena Private Wealth
California
+$1.66M
5
UCFA
United Capital Financial Advisors
Texas
+$1.34M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$3.81M
2
BWM
BCS Wealth Management
Tennessee
-$3.77M
3
Creative Planning
Creative Planning
Kansas
-$3.65M
4
SPIA
Steward Partners Investment Advisory
New York
-$1.92M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Scotia Capital
Ontario, Canada
$398K -$121K -3,788 -23%
CASB
152
Cape Ann Savings Bank
Massachusetts
$398K – – –
Neuberger Berman Group
153
Neuberger Berman Group
New York
$395K – – –
PCS
154
Personal CFO Solutions
New Jersey
$391K -$31.9K -1,000 -8%
IAN
155
Integrated Advisors Network
Texas
$388K +$160 +5 +0%
William Blair & Company
156
William Blair & Company
Illinois
$384K +$96 +3 +0%
MBT
157
Montecito Bank & Trust
California
$378K – – –
SEP
158
Southland Equity Partners
Missouri
$360K -$66.5K -2,086 -16%
CIAS
159
Capital Investment Advisory Services
North Carolina
$344K -$21.7K -682 -6%
BRWA
160
B. Riley Wealth Advisors
Florida
$331K +$4.79K +150 +1%
Truist Financial
161
Truist Financial
North Carolina
$316K -$23.7K -744 -7%
SB
162
Simmons Bank
Arkansas
$314K – – –
ATPW
163
Ashton Thomas Private Wealth
Arizona
$304K -$29.2K -915 -9%
DWT
164
Dorsey & Whitney Trust
South Dakota
$297K -$36.5K -1,146 -11%
LFG
165
Larson Financial Group
Missouri
$294K +$235K +7,371 +401%
FVCM
166
F&V Capital Management
Florida
$288K +$76.5K +2,395 +36%
BFG
167
Berger Financial Group
Minnesota
$285K -$20.9K -655 -7%
OIA
168
Optimum Investment Advisors
Illinois
$276K +$4.9K +154 +2%
FG
169
Fiduciary Group
Georgia
$274K – – –
BA
170
Bristlecone Advisors
Washington
$272K +$272K +8,520 New
APP
171
Avantax Planning Partners
Iowa
$269K – – –
NFP
172
Novak Financial Planning
Maryland
$267K -$80.6K -2,525 -23%
GWM
173
Gray Wealth Management
Maine
$256K – – –
TWM
174
Titus Wealth Management
California
$256K +$256K +8,039 New
QPWM
175
Quadrant Private Wealth Management
Pennsylvania
$254K – – –
5 6
7
8 9