DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

294 hedge funds and large institutions have $794M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
110
Reduced
93
Closed
22
Calls
$262K
Puts
–
Net Calls
+$262K
Net Calls Change
-$38K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$12.9M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$11.2M
3
AssetMark Inc
3
AssetMark Inc
California
$17.3M
4
Cerity Partners
4
Cerity Partners
New York
$3.05M
5
UBS Group
5
UBS Group
Switzerland
$40.9M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.5M
2
BFG
2
Beacon Financial Group
Texas
$3.4M
3
DSCM
3
Del-Sette Capital Management
New York
$7.92M
4
Wells Fargo
4
Wells Fargo
California
$19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
176
Montecito Bank & Trust
California
$334K – – –
TWM
177
Titus Wealth Management
California
$333K -$68.2K -2,415 -17%
RJT
178
Raymond James Trust
Florida
$326K – – –
CASB
179
Cape Ann Savings Bank
Massachusetts
$323K -$15.2K -538 -4%
GWM
180
Geneos Wealth Management
Colorado
$320K -$122K -4,297 -28%
ASN
181
Advisory Services Network
Georgia
$314K +$4.6K +163 +1%
SEP
182
Southland Equity Partners
Missouri
$312K -$988 -35 -0.3%
SC
183
Scotia Capital
Ontario, Canada
$296K +$141 +5 +0%
ADL
184
Asset Dedication LLC
California
$295K – – –
1IA
185
1834 Investment Advisors
Wisconsin
$292K +$31.1K +1,103 +12%
William Blair & Company
186
William Blair & Company
Illinois
$287K -$55.4K -1,963 -16%
Invesco
187
Invesco
Georgia
$277K -$14.2K -505 -5%
VCA
188
Verdence Capital Advisors
Maryland
$275K -$791 -28 -0.3%
OIA
189
OneDigital Investment Advisors
Kansas
$274K +$6.52K +231 +2%
FG
190
Fiduciary Group
Georgia
$268K -$33.7K -1,099 -11%
PCS
191
Personal CFO Solutions
New Jersey
$262K -$28.2K -1,000 -10%
BFG
192
Berger Financial Group
Minnesota
$260K -$11.8K -418 -4%
MFS
193
Madrona Financial Services
Washington
$260K – – –
PWM
194
Perigon Wealth Management
California
$248K -$1.86K -66 -0.7%
SB
195
Simmons Bank
Arkansas
$247K – – –
RIA
196
Regal Investment Advisors
Michigan
$245K – – –
OPS
197
Orion Portfolio Solutions
Nebraska
$245K +$27.4K +968 +13%
SB
198
Strategic Blueprint
Georgia
$244K +$479 +17 +0.2%
GWM
199
Gray Wealth Management
Maine
$238K +$11.3K +398 +5%
EFS
200
Essex Financial Services
Connecticut
$236K -$12.5K -442 -5%
6 7
8
9 10