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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+9
Holders Change %
+2.9%
% of All Funds
4.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
102
Reduced
121
Closed
19
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$1.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
PCG
Prosperity Consulting Group
Maryland
+$8.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
5
M&T Bank
M&T Bank
New York
+$2.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$66.9M
2
HNB
Huntington National Bank
Ohio
-$17.2M
3
IWM
IHT Wealth Management
Illinois
-$7.67M
4
MWM
Meridian Wealth Management
Kentucky
-$4.4M
5
UCFA
United Capital Financial Advisors
Texas
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPAM
151
Investment Partners Asset Management
New Jersey
$571K -$2.78K -85 -0.5%
RCAG
152
Rehmann Capital Advisory Group
Michigan
$568K – – –
PA
153
Pinnacle Associates
New York
$558K -$76K -2,327 -12%
CPIG
154
Chicago Partners Investment Group
Illinois
$548K -$60.3K -1,909 -10%
HCM
155
Hengehold Capital Management
Ohio
$545K -$104K -3,175 -16%
FPAS
156
Focus Partners Advisor Solutions
Missouri
$536K +$245K +7,498 +84%
Brown Advisory
157
Brown Advisory
Maryland
$535K – – –
AGA
158
Arkos Global Advisors
Texas
$529K +$7.77K +238 +1%
CAG
159
Csenge Advisory Group
Florida
$512K +$2.55K +78 +0.5%
AI
160
Accredited Investors
Minnesota
$502K +$4.18K +128 +0.8%
EH
161
Equitable Holdings
New York
$495K -$57.5K -1,761 -10%
NC
162
NewSquare Capital
Pennsylvania
$491K +$119K +3,640 +32%
GS
163
GTS Securities
New York
$483K +$483K +14,765 New
WA
164
Waverly Advisors
Alabama
$476K +$476K +14,551 New
IIA
165
Integral Investment Advisors
California
$474K +$474K +14,597 New
IAN
166
Integrated Advisors Network
Texas
$472K – – –
D.E. Shaw & Co
167
D.E. Shaw & Co
New York
$468K +$468K +14,324 New
EWA
168
Exencial Wealth Advisors
Oklahoma
$461K -$1.99K -61 -0.4%
HF
169
HRT Financial
New York
$454K +$454K +13,905 New
MWA
170
Midland Wealth Advisors
Illinois
$447K -$383K -11,720 -46%
FFS
171
Founders Financial Securities
Maryland
$447K +$36.3K +1,111 +9%
NHT
172
New Hampshire Trust
New Hampshire
$446K -$3.07K -94 -0.7%
WA
173
Wambolt & Associates
Colorado
$445K -$353K -10,911 -44%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$442K -$17K -521 -4%
PWMAG
175
Pinnacle Wealth Management Advisory Group
New Jersey
$441K -$40.1K -1,227 -8%
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