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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
97
Reduced
112
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
-$1.05M

Top Buyers

1
IWM
IHT Wealth Management
Illinois
$8.37M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.45M
3
Citadel Advisors
Citadel Advisors
Florida
$5.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
5
Bank of America
Bank of America
North Carolina
$52.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
$291K
2
HNB
Huntington National Bank
Ohio
$15.8M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$6.69M
4
Creative Planning
Creative Planning
Kansas
$45.1M
5
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
151
Trustmark National Bank Trust Department
Mississippi
$464K +$55.7K +1,975 +14%
Brown Advisory
152
Brown Advisory
Maryland
$462K – – –
SAG
153
SageView Advisory Group
California
$457K -$76.5K -2,712 -14%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$455K +$116 +4 +0%
CAG
155
Csenge Advisory Group
Florida
$440K +$56 +2 +0%
DWM
156
Dakota Wealth Management
Florida
$437K +$77.3K +2,742 +22%
AI
157
Accredited Investors
Minnesota
$430K -$134K -4,738 -24%
SFG
158
StrategIQ Financial Group
Indiana
$423K -$5.64K -200 -1%
PT
159
Plimoth Trust
Massachusetts
$411K -$14.4K -510 -3%
CWM
160
Collaborative Wealth Management
Florida
$399K -$114K -4,037 -22%
SCM
161
Sebold Capital Management
Illinois
$397K +$5.41K +192 +1%
EH
162
Equitable Holdings
New York
$392K +$3.38K +120 +0.9%
NHT
163
New Hampshire Trust
New Hampshire
$388K – – –
NC
164
NewSquare Capital
Pennsylvania
$385K +$2.12K +75 +0.6%
MFS
165
McNamara Financial Services
Massachusetts
$382K +$169 +6 +0%
FFN
166
Focus Financial Network
Minnesota
$373K -$649K -23,029 -64%
EWA
167
Exencial Wealth Advisors
Oklahoma
$369K -$200K -7,106 -35%
IAN
168
Integrated Advisors Network
Texas
$368K -$32.9K -1,165 -8%
OIA
169
OneDigital Investment Advisors
Kansas
$356K +$37.9K +1,344 +12%
PCS
170
Personal CFO Solutions
New Jersey
$338K +$33.8K +1,200 +11%
WI
171
Wintrust Investments
Illinois
$335K – – –
PAS
172
Park Avenue Securities
New York
$331K -$2.77K -98 -0.8%
FNT
173
First National Trust
Pennsylvania
$330K -$68.4K -2,427 -17%
AIA
174
Ally Invest Advisors
North Carolina
$330K -$9.39K -333 -3%
FFS
175
Founders Financial Securities
Maryland
$329K -$28.1K -998 -8%
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