DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

322 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
101
Reduced
137
Closed
18
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
-$1.37M

Top Buyers

1
MWM
1
Meridian Wealth Management
Kentucky
$4.27M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.99M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.14M
4
FTUS
4
Flow Traders U.S.
New York
$1.82M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.9M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$16.1M
2
CICC
2
Capital Investment Counsel (Colorado)
Colorado
$486K
3
Bank of America
3
Bank of America
North Carolina
$66.8M
4
UCFA
4
United Capital Financial Advisors
Texas
$553K
5
AssetMark Inc
5
AssetMark Inc
California
$7.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPAM
151
Investment Partners Asset Management
New Jersey
$539K -$4.45K -143 -0.8%
PWP
152
Principle Wealth Partners
Connecticut
$537K -$62.1K -1,995 -10%
FPAS
153
Focus Partners Advisor Solutions
Missouri
$531K +$19.3K +621 +4%
SPC
154
Sigma Planning Corp
Michigan
$515K -$40.7K -1,305 -7%
Brown Advisory
155
Brown Advisory
Maryland
$510K – – –
HCM
156
Hengehold Capital Management
Ohio
$504K -$15.6K -500 -3%
FFS
157
Founders Financial Securities
Maryland
$501K +$74.6K +2,395 +18%
CICC
158
Capital Investment Counsel (Colorado)
Colorado
$486K -$7.44M -238,711 -94%
NC
159
NewSquare Capital
Pennsylvania
$484K +$16.8K +540 +4%
PA
160
Pinnacle Associates
New York
$479K -$53.2K -1,709 -10%
AGA
161
Arkos Global Advisors
Texas
$474K -$30.6K -982 -6%
EH
162
Equitable Holdings
New York
$451K -$20.4K -654 -4%
FFN
163
Focus Financial Network
Minnesota
$450K -$479 -14 -0.1%
WA
164
Waverly Advisors
Alabama
$447K -$6.2K -199 -1%
IAN
165
Integrated Advisors Network
Texas
$444K -$6.23K -200 -1%
MWA
166
Midland Wealth Advisors
Illinois
$443K +$16.4K +525 +4%
EWA
167
Exencial Wealth Advisors
Oklahoma
$435K -$3.99K -128 -0.9%
NHT
168
New Hampshire Trust
New Hampshire
$426K – – –
CAG
169
Csenge Advisory Group
Florida
$423K -$65.6K -2,107 -13%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$418K -$3.52K -113 -0.8%
FCA
171
FinTrust Capital Advisors
South Carolina
$415K +$280 +9 +0.1%
CWM
172
Collaborative Wealth Management
Florida
$415K +$1.93K +62 +0.5%
SIA
173
Schechter Investment Advisors
Michigan
$407K – – –
HW
174
Hancock Whitney
Mississippi
$391K -$1.87K -60 -0.5%
WB
175
West Bancorporation
Iowa
$388K -$913K -29,311 -70%
5 6
7
8 9