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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $794M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
110
Reduced
93
Closed
22
Calls
$262K
Puts
–
Net Calls
+$262K
Net Calls Change
-$38K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$12.9M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$11.2M
3
AssetMark Inc
3
AssetMark Inc
California
$17.3M
4
Cerity Partners
4
Cerity Partners
New York
$3.05M
5
UBS Group
5
UBS Group
Switzerland
$40.9M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.5M
2
BFG
2
Beacon Financial Group
Texas
$3.4M
3
DSCM
3
Del-Sette Capital Management
New York
$7.92M
4
Wells Fargo
4
Wells Fargo
California
$19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
151
NBT Bank
New York
$524K -$10.8K -381 -2%
IA
152
Insight Advisors
Pennsylvania
$524K -$5.45K -182 -1%
PT
153
Plimoth Trust
Massachusetts
$517K -$4.38K -155 -0.8%
BFS
154
Bickling Financial Services
Massachusetts
$513K -$21.3K -754 -4%
AF
155
Allworth Financial
California
$507K +$363K +12,864 +252%
Bessemer Group
156
Bessemer Group
New Jersey
$493K – – –
CAM
157
Cresset Asset Management
Illinois
$485K +$485K +21,719 New
RCAG
158
Rehmann Capital Advisory Group
Michigan
$480K -$23K -815 -5%
SIC
159
Sterling Investment Counsel
New York
$475K – – –
AGA
160
Arkos Global Advisors
Texas
$467K +$169K +5,981 +57%
UL
161
Unionview LLC
Washington
$455K – – –
F
162
F3Logic
Minnesota
$434K +$2.97K +105 +0.7%
Jones Financial Companies
163
Jones Financial Companies
Missouri
$433K +$218K +7,703 +102%
SWP
164
Stratos Wealth Partners
Ohio
$422K -$45.5K -1,612 -10%
WI
165
Wintrust Investments
Illinois
$420K +$113K +4,000 +37%
Truist Financial
166
Truist Financial
North Carolina
$395K +$62K +2,197 +19%
EWA
167
EP Wealth Advisors
California
$394K -$123K -4,370 -24%
BSW
168
Buckingham Strategic Wealth
Missouri
$394K – – –
TNBTD
169
Trustmark National Bank Trust Department
Mississippi
$385K -$30.9K -1,096 -7%
SFG
170
StrategIQ Financial Group
Indiana
$381K – – –
MFS
171
McNamara Financial Services
Massachusetts
$367K +$41.6K +1,475 +13%
PSF
172
Pacific Sun Financial
California
$357K -$2.82K -100 -0.8%
IAN
173
Integrated Advisors Network
Texas
$352K +$198 +7 +0.1%
CCM
174
Colorado Capital Management
Colorado
$343K -$5.3K -188 -2%
NC
175
NewSquare Capital
Pennsylvania
$341K +$8.74K +310 +3%
5 6
7
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