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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

297 hedge funds and large institutions have $860M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+21
Holders Change %
+7.61%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
50
Increased
112
Reduced
75
Closed
25
Calls
$476K
Puts
$217K
Net Calls
+$259K
Net Calls Change
-$247K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.6M
2
Wells Fargo
Wells Fargo
California
$27.8M
3
Citadel Advisors
Citadel Advisors
Florida
$2.83M
4
AWM
Apollon Wealth Management
South Carolina
$1.91M
5
WP
WealthShield Partners
North Carolina
$1.32M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.5M
2
FTUS
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.6M
4
PWAC
Private Wealth Advisors (California)
California
$0
5
JFA
JNBA Financial Advisors
Minnesota
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
151
Money Concepts Capital
Florida
$508K +$508K +15,463 New
IA
152
Insight Advisors
Pennsylvania
$504K +$3.74K +114 +0.7%
AWC
153
Adamsbrown Wealth Consultants
Kansas
$502K +$502K +15,271 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$501K +$231 +7 +0%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$476K -$883K -26,908 -65%
WT
156
Whittier Trust
California
$473K – – –
TWM
157
Titus Wealth Management
California
$468K +$152K +4,615 +48%
BSW
158
Buckingham Strategic Wealth
Missouri
$452K – – –
SFG
159
StrategIQ Financial Group
Indiana
$444K +$197 +6 +0%
PSF
160
Pacific Sun Financial
California
$422K – – –
LSPW
161
Lake Street Private Wealth
Illinois
$422K +$422K +12,852 New
DWT
162
Dorsey & Whitney Trust
South Dakota
$419K +$112K +3,420 +37%
MFW
163
Meristem Family Wealth
Minnesota
$417K – – –
ACWM
164
Adams Chetwood Wealth Management
North Carolina
$416K – – –
IWC
165
Integrated Wealth Concepts
Massachusetts
$415K -$21.7K -660 -5%
SC
166
Scotia Capital
Ontario, Canada
$408K -$7.42K -226 -2%
CCM
167
Colorado Capital Management
Colorado
$408K -$6.74K -204 -2%
IA
168
IFG Advisory
Georgia
$407K -$7.25K -221 -2%
Neuberger Berman Group
169
Neuberger Berman Group
New York
$407K – – –
IAN
170
Integrated Advisors Network
Texas
$400K +$296 +9 +0.1%
Invesco
171
Invesco
Georgia
$397K -$70.9K -2,157 -15%
CASB
172
Cape Ann Savings Bank
Massachusetts
$393K -$13.3K -405 -3%
MBT
173
Montecito Bank & Trust
California
$389K – – –
RJT
174
Raymond James Trust
Florida
$372K +$16.4K +499 +5%
PCS
175
Personal CFO Solutions
New Jersey
$366K -$36.1K -1,100 -9%
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7
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