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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

283 hedge funds and large institutions have $719M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-11
Holders Change %
-3.74%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
28
Increased
106
Reduced
97
Closed
32
Calls
$340K
Puts
–
Net Calls
+$340K
Net Calls Change
+$78K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.2M
2
LPL Financial
2
LPL Financial
California
$39.7M
3
BFG
3
Beacon Financial Group
Texas
$4.49M
4
UBS Group
4
UBS Group
Switzerland
$39.5M
5
Ameriprise
5
Ameriprise
Minnesota
$19.9M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$14.8M
2
AWM
2
AE Wealth Management
Kansas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$56.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$31.2M
5
VCS
5
Vaughan & Co Securities
New Jersey
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
151
Park Avenue Securities
New York
$450K -$73.9K -2,869 -14%
Bessemer Group
152
Bessemer Group
New Jersey
$450K – – –
RCAG
153
Rehmann Capital Advisory Group
Michigan
$438K – – –
UL
154
Unionview LLC
Washington
$415K – – –
Renaissance Technologies
155
Renaissance Technologies
New York
$414K +$414K +16,100 New
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$405K -$252K -9,781 -38%
F
157
F3Logic
Minnesota
$400K +$3.38K +131 +0.9%
MFS
158
McNamara Financial Services
Massachusetts
$387K +$51.9K +2,018 +16%
WI
159
Wintrust Investments
Illinois
$383K – – –
ASN
160
Advisory Services Network
Georgia
$378K +$91.8K +3,563 +32%
BSW
161
Buckingham Strategic Wealth
Missouri
$360K – – –
TNBTD
162
Trustmark National Bank Trust Department
Mississippi
$351K – – –
SWP
163
Stratos Wealth Partners
Ohio
$349K -$35.9K -1,396 -9%
SFG
164
StrategIQ Financial Group
Indiana
$348K – – –
PSF
165
Pacific Sun Financial
California
$333K +$7.47K +290 +2%
SIC
166
Sterling Investment Counsel
New York
$331K -$102K -3,987 -24%
IAN
167
Integrated Advisors Network
Texas
$321K +$180 +7 +0.1%
NC
168
NewSquare Capital
Pennsylvania
$319K +$7.97K +310 +3%
MBT
169
Montecito Bank & Trust
California
$316K +$11.7K +455 +4%
FFS
170
Founders Financial Securities
Maryland
$316K +$316K +12,268 New
CCM
171
Colorado Capital Management
Colorado
$313K – – –
SFS
172
Sowell Financial Services
Arkansas
$309K +$309K +12,004 New
CASB
173
Cape Ann Savings Bank
Massachusetts
$289K -$5.15K -200 -2%
EWA
174
EP Wealth Advisors
California
$284K -$75.2K -2,921 -21%
Truist Financial
175
Truist Financial
North Carolina
$278K -$82.7K -3,210 -23%
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7
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