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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $839M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
–
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
110
Reduced
108
Closed
17
Calls
$1.47M
Puts
–
Net Calls
+$1.47M
Net Calls Change
+$1.2M

Top Buyers

1
BTI
Blue Trust Inc
Georgia
+$3.1M
2
UBS Group
UBS Group
Switzerland
+$3.04M
3
LPL Financial
LPL Financial
California
+$2.89M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.5M
5
OPS
Orion Portfolio Solutions
Nebraska
+$2.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29.1M
2
HNB
Huntington National Bank
Ohio
-$18.4M
3
GW
GW & Wade
Massachusetts
-$4.63M
4
DSCM
Del-Sette Capital Management
New York
-$3.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
151
Pinnacle Wealth Management Advisory Group
New Jersey
$500K -$77.4K -2,690 -13%
RCAG
152
Rehmann Capital Advisory Group
Michigan
$499K – – –
HIA
153
Harbor Investment Advisory
Maryland
$478K – – –
HW
154
Hancock Whitney
Mississippi
$475K -$54.1K -1,879 -10%
Brown Advisory
155
Brown Advisory
Maryland
$471K -$8.98K -312 -2%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$471K +$97.2K +3,375 +26%
GFA
157
Gallagher Fiduciary Advisors
Illinois
$457K +$3.63K +126 +0.8%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$453K +$25K +863 +6%
CAG
159
Csenge Advisory Group
Florida
$449K +$115 +4 +0%
AWM
160
AE Wealth Management
Kansas
$445K +$445K +15,446 New
SFG
161
StrategIQ Financial Group
Indiana
$438K – – –
PT
162
Plimoth Trust
Massachusetts
$434K +$24.5K +850 +6%
TNBTD
163
Trustmark National Bank Trust Department
Mississippi
$417K – – –
IAN
164
Integrated Advisors Network
Texas
$409K +$14.6K +507 +4%
FNT
165
First National Trust
Pennsylvania
$407K -$232K -8,064 -36%
SCM
166
Sebold Capital Management
Illinois
$400K – – –
EH
167
Equitable Holdings
New York
$396K +$39.7K +1,378 +11%
NHT
168
New Hampshire Trust
New Hampshire
$396K +$53.7K +1,866 +16%
MFS
169
McNamara Financial Services
Massachusetts
$394K +$19.3K +664 +5%
NC
170
NewSquare Capital
Pennsylvania
$391K +$8.93K +310 +2%
AGA
171
Arkos Global Advisors
Texas
$384K -$1.54M -53,597 -80%
CPG
172
Cornerstone Planning Group
New Jersey
$368K +$368K +12,774 New
DWM
173
Dakota Wealth Management
Florida
$367K -$315K -10,953 -46%
FFS
174
Founders Financial Securities
Maryland
$364K +$2.25K +78 +0.6%
Two Sigma Investments
175
Two Sigma Investments
New York
$357K +$357K +12,400 New
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