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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$75.7M
2
Stifel Financial
Stifel Financial
Missouri
$16.4M
3
IA
IFP Advisors
Florida
$6.56M
4
RJA
Raymond James & Associates
Florida
$15.3M
5
Two Sigma Investments
Two Sigma Investments
New York
$3.91M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$18.8M
2
SFC
Strategic Financial Concepts
Texas
$300K
3
Bank of America
Bank of America
North Carolina
$68M
4
DAS
Dynamic Advisor Solutions
Arizona
$382K
5
MWM
Meridian Wealth Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Advisornet Financial
Minnesota
$520K +$339K +9,818 +186%
AGA
152
Arkos Global Advisors
Texas
$504K -$20.2K -587 -4%
JSL
153
JT Stratford LLC
Georgia
$493K +$92.2K +2,673 +23%
IAN
154
Integrated Advisors Network
Texas
$491K – – –
WA
155
Waverly Advisors
Alabama
$485K -$10.3K -299 -2%
AWC
156
Abundance Wealth Counselors
Pennsylvania
$484K +$81.3K +2,356 +20%
EWA
157
Exencial Wealth Advisors
Oklahoma
$482K +$379 +11 +0.1%
UPS
158
UHLMANN PRICE SECURITIES
Illinois
$480K +$480K +13,927 New
SIA
159
SGL Investment Advisors
Montana
$477K +$477K +13,181 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$475K +$15.5K +451 +3%
NHT
161
New Hampshire Trust
New Hampshire
$471K – – –
CL
162
COWA LLC
Oklahoma
$466K +$194K +5,612 +71%
MWA
163
Midland Wealth Advisors
Illinois
$465K -$25.1K -727 -5%
CWM
164
Collaborative Wealth Management
Florida
$461K +$2.14K +62 +0.5%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$460K +$460K +13,343 New
CAG
166
Csenge Advisory Group
Florida
$459K -$7.88K -229 -2%
FFS
167
Founders Financial Securities
Maryland
$459K -$95.6K -2,773 -17%
FCA
168
FinTrust Capital Advisors
South Carolina
$453K -$6.52K -189 -1%
SIA
169
Schechter Investment Advisors
Michigan
$451K – – –
EH
170
Equitable Holdings
New York
$447K -$53.1K -1,539 -11%
Citadel Advisors
171
Citadel Advisors
Florida
$441K -$2.76M -80,152 -86%
FFN
172
Focus Financial Network
Minnesota
$440K -$14.2K -412 -3%
HW
173
Hancock Whitney
Mississippi
$431K -$2.17K -63 -0.5%
PAS
174
Park Avenue Securities
New York
$424K +$6.79K +197 +2%
MFS
175
McNamara Financial Services
Massachusetts
$414K -$14.3K -414 -3%
5 6
7
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