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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $844M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
24
Increased
114
Reduced
98
Closed
22
Calls
$300K
Puts
–
Net Calls
+$300K
Net Calls Change
+$41K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$21.2M
2
M&T Bank
2
M&T Bank
New York
$30.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$78.6M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.76M
5
Creative Planning
5
Creative Planning
Kansas
$50.3M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$16.7M
2
PPW
2
Pasadena Private Wealth
California
$0
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$341K
5
JFA
5
JNBA Financial Advisors
Minnesota
$5.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
151
Titus Wealth Management
California
$453K -$733 -23 -0.2%
BSW
152
Buckingham Strategic Wealth
Missouri
$446K +$7.18K +225 +2%
FVCM
153
F&V Capital Management
Florida
$437K +$134K +4,215 +44%
AWC
154
Adamsbrown Wealth Consultants
Kansas
$431K -$55.6K -1,744 -11%
SFG
155
StrategIQ Financial Group
Indiana
$430K – – –
Renaissance Technologies
156
Renaissance Technologies
New York
$427K +$427K +13,400 New
PSF
157
Pacific Sun Financial
California
$406K -$3.19K -100 -0.8%
MFW
158
Meristem Family Wealth
Minnesota
$404K – – –
ACWM
159
Adams Chetwood Wealth Management
North Carolina
$404K +$319 +10 +0.1%
IAN
160
Integrated Advisors Network
Texas
$397K +$8.86K +278 +2%
IA
161
IFG Advisory
Georgia
$396K +$796 +25 +0.2%
CCM
162
Colorado Capital Management
Colorado
$393K – – –
William Blair & Company
163
William Blair & Company
Illinois
$387K +$49.3K +1,547 +15%
CASB
164
Cape Ann Savings Bank
Massachusetts
$381K – – –
MBT
165
Montecito Bank & Trust
California
$377K – – –
Truist Financial
166
Truist Financial
North Carolina
$376K +$96.7K +3,034 +35%
NC
167
NewSquare Capital
Pennsylvania
$376K +$109K +3,420 +41%
MFS
168
McNamara Financial Services
Massachusetts
$368K +$41.3K +1,295 +13%
RJT
169
Raymond James Trust
Florida
$367K +$6.36K +200 +2%
LSPW
170
Lake Street Private Wealth
Illinois
$359K -$50.1K -1,573 -12%
SEP
171
Southland Equity Partners
Missouri
$353K -$924 -29 -0.3%
ASN
172
Advisory Services Network
Georgia
$349K -$310K -9,720 -47%
WI
173
Wintrust Investments
Illinois
$346K +$98.7K +3,100 +40%
Citadel Advisors
174
Citadel Advisors
Florida
$341K -$2.4M -75,517 -88%
AGA
175
Arkos Global Advisors
Texas
$337K +$337K +10,569 New
5 6
7
8 9