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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $830M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
39
Increased
114
Reduced
83
Closed
22
Calls
$347K
Puts
$574K
Net Calls
-$227K
Net Calls Change
-$567K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.7M
2
LPL Financial
LPL Financial
California
$49.8M
3
UBS Group
UBS Group
Switzerland
$49.1M
4
GW
GW & Wade
Massachusetts
$4.83M
5
BCMO
Buckingham Capital Management (Ohio)
Ohio
$4.09M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$18M
2
AssetMark Inc
AssetMark Inc
California
$11.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29.9M
4
VCS
Vaughan & Co Securities
New Jersey
$3.5M
5
RIA
RPG Investment Advisory
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PT
151
Plimoth Trust
Massachusetts
$524K +$6.63K +233 +1%
BFS
152
Bickling Financial Services
Massachusetts
$520K -$1.99K -70 -0.4%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$495K +$11.1K +389 +2%
UL
154
Unionview LLC
Washington
$476K +$18.1K +636 +4%
Brown Advisory
155
Brown Advisory
Maryland
$473K +$473K +16,625 New
HIA
156
Harbor Investment Advisory
Maryland
$472K -$54.6K -1,920 -10%
PAS
157
Park Avenue Securities
New York
$461K -$36.5K -1,281 -7%
CAG
158
Csenge Advisory Group
Florida
$446K -$109K -3,846 -20%
F
159
F3Logic
Minnesota
$445K +$4.29K +151 +1%
GBS
160
Gallagher Benefit Services
Illinois
$445K +$445K +15,653 New
MFS
161
McNamara Financial Services
Massachusetts
$440K +$12.1K +425 +3%
OPS
162
Orion Portfolio Solutions
Nebraska
$431K +$185K +6,505 +75%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$428K +$6.56K +230 +2%
SCM
164
Sebold Capital Management
Illinois
$409K +$409K +14,387 New
BSW
165
Buckingham Strategic Wealth
Missouri
$398K – – –
WI
166
Wintrust Investments
Illinois
$395K -$28.5K -1,000 -7%
TNBTD
167
Trustmark National Bank Trust Department
Mississippi
$388K – – –
CPG
168
Cornerstone Planning Group
New Jersey
$383K +$383K +12,908 New
IAN
169
Integrated Advisors Network
Texas
$380K +$25.9K +909 +7%
NC
170
NewSquare Capital
Pennsylvania
$364K +$10.8K +380 +3%
SFS
171
Sowell Financial Services
Arkansas
$362K +$21K +741 +6%
MBT
172
Montecito Bank & Trust
California
$350K – – –
FFS
173
Founders Financial Securities
Maryland
$348K -$569 -20 -0.2%
CCM
174
Colorado Capital Management
Colorado
$345K – – –
NHT
175
New Hampshire Trust
New Hampshire
$341K +$341K +12,005 New
5 6
7
8 9