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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

276 hedge funds and large institutions have $767M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
87
Reduced
101
Closed
19
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
+$79K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$4.12M
2
BWM
BCS Wealth Management
Tennessee
+$3.72M
3
Creative Planning
Creative Planning
Kansas
+$2.77M
4
GIA
Gladstone Institutional Advisory
Florida
+$1.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.24M
2
SFS
Sowell Financial Services
Arkansas
-$3.68M
3
JFA
JNBA Financial Advisors
Minnesota
-$2.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
5
WAM
WealthTrust Asset Management
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFG Advisory
Georgia
$389K +$1.48K +48 +0.4%
CCM
152
Colorado Capital Management
Colorado
$387K – – –
CASB
153
Cape Ann Savings Bank
Massachusetts
$382K -$2.93K -95 -0.8%
Neuberger Berman Group
154
Neuberger Berman Group
New York
$382K – – –
PCS
155
Personal CFO Solutions
New Jersey
$378K – – –
IAN
156
Integrated Advisors Network
Texas
$375K +$185 +6 +0%
MBT
157
Montecito Bank & Trust
California
$365K – – –
TRCT
158
Tower Research Capital (TRC)
New York
$352K +$325K +10,543 +1,215%
BRWA
159
B. Riley Wealth Advisors
Florida
$344K +$23.4K +757 +7%
Mariner
160
Mariner
Kansas
$343K +$343K +11,117 New
SEP
161
Southland Equity Partners
Missouri
$341K -$6.97K -226 -2%
RJT
162
Raymond James Trust
Florida
$334K -$59K -1,913 -15%
William Blair & Company
163
William Blair & Company
Illinois
$326K -$45.3K -1,471 -12%
AA
164
AlphaMark Advisors
Kentucky
$325K -$78.6K -2,550 -19%
VCA
165
Verdence Capital Advisors
Maryland
$321K +$321K +10,419 New
DC
166
Davenport & Co
Virginia
$312K -$105K -3,410 -25%
SB
167
Simmons Bank
Arkansas
$303K – – –
TWM
168
Titus Wealth Management
California
$298K +$48.8K +1,576 +20%
FG
169
Fiduciary Group
Georgia
$297K +$13.1K +407 +5%
BFG
170
Berger Financial Group
Minnesota
$297K +$21.7K +705 +8%
AF
171
Allworth Financial
California
$294K +$258K +8,381 +722%
ADL
172
Asset Dedication LLC
California
$290K +$47K +1,526 +19%
CF
173
Centaurus Financial
California
$289K +$75.3K +2,442 +35%
DWT
174
Dorsey & Whitney Trust
South Dakota
$287K – – –
LFG
175
Larson Financial Group
Missouri
$284K +$93 +3 +0%
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7
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