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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

297 hedge funds and large institutions have $860M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+21
Holders Change %
+7.61%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
50
Increased
112
Reduced
75
Closed
25
Calls
$476K
Puts
$217K
Net Calls
+$259K
Net Calls Change
-$247K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.6M
2
Wells Fargo
Wells Fargo
California
$27.8M
3
Citadel Advisors
Citadel Advisors
Florida
$2.83M
4
AWM
Apollon Wealth Management
South Carolina
$1.91M
5
WP
WealthShield Partners
North Carolina
$1.32M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.5M
2
FTUS
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.6M
4
PWAC
Private Wealth Advisors (California)
California
$0
5
JFA
JNBA Financial Advisors
Minnesota
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
176
B. Riley Wealth Advisors
Florida
$366K +$263 +8 +0.1%
SEP
177
Southland Equity Partners
Missouri
$365K +$1.48K +45 +0.4%
SFS
178
Sowell Financial Services
Arkansas
$358K +$358K +10,902 New
Mariner
179
Mariner
Kansas
$351K -$14K -426 -4%
William Blair & Company
180
William Blair & Company
Illinois
$348K +$197 +6 +0.1%
ADL
181
Asset Dedication LLC
California
$337K +$25.9K +783 +8%
MFS
182
McNamara Financial Services
Massachusetts
$337K +$44.1K +1,342 +15%
DC
183
Davenport & Co
Virginia
$332K – – –
MWM
184
Marion Wealth Management
Pennsylvania
$332K +$332K +10,114 New
VCA
185
Verdence Capital Advisors
Maryland
$320K -$22.6K -688 -7%
FG
186
Fiduciary Group
Georgia
$319K +$14.8K +449 +5%
BFG
187
Berger Financial Group
Minnesota
$317K – – –
OIA
188
OneDigital Investment Advisors
Kansas
$315K -$99.6K -3,031 -24%
AA
189
AlphaMark Advisors
Kentucky
$314K -$32.9K -1,000 -9%
FVCM
190
F&V Capital Management
Florida
$312K +$16.1K +490 +5%
1IA
191
1834 Investment Advisors
Wisconsin
$304K +$7.88K +240 +3%
MFS
192
Madrona Financial Services
Washington
$303K +$14.3K +435 +5%
BA
193
Bristlecone Advisors
Washington
$302K +$23.4K +712 +8%
PWM
194
Perigon Wealth Management
California
$291K +$291K +8,869 New
Truist Financial
195
Truist Financial
North Carolina
$288K -$11.5K -351 -4%
SB
196
Simmons Bank
Arkansas
$287K -$36.1K -1,100 -11%
RIA
197
Regal Investment Advisors
Michigan
$285K – – –
NC
198
NewSquare Capital
Pennsylvania
$275K +$87.3K +2,655 +46%
GWM
199
Gray Wealth Management
Maine
$264K – – –
QPWM
200
Quadrant Private Wealth Management
Pennsylvania
$261K – – –
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8
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