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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $839M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
–
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
110
Reduced
108
Closed
17
Calls
$1.47M
Puts
–
Net Calls
+$1.47M
Net Calls Change
+$1.2M

Top Buyers

1
BTI
Blue Trust Inc
Georgia
+$3.1M
2
UBS Group
UBS Group
Switzerland
+$3.04M
3
LPL Financial
LPL Financial
California
+$2.89M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.5M
5
OPS
Orion Portfolio Solutions
Nebraska
+$2.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29.1M
2
HNB
Huntington National Bank
Ohio
-$18.4M
3
GW
GW & Wade
Massachusetts
-$4.63M
4
DSCM
Del-Sette Capital Management
New York
-$3.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
176
Sowell Financial Services
Arkansas
$347K +$347K +12,047 New
AIA
177
Ally Invest Advisors
North Carolina
$346K +$37.9K +1,318 +12%
WI
178
Wintrust Investments
Illinois
$342K +$342K +11,872 New
MG
179
Mather Group
Illinois
$342K -$34.3K -1,193 -9%
PAS
180
Park Avenue Securities
New York
$341K -$138K -4,797 -29%
ASN
181
Advisory Services Network
Georgia
$328K -$10.2K -353 -3%
Invesco
182
Invesco
Georgia
$327K +$71.6K +2,488 +28%
OIA
183
OneDigital Investment Advisors
Kansas
$325K -$2.19K -76 -0.7%
MBT
184
Montecito Bank & Trust
California
$324K -$8.64K -300 -3%
PSF
185
Pacific Sun Financial
California
$324K +$324K +11,350 New
PWM
186
Perigon Wealth Management
California
$324K +$1.15K +40 +0.4%
GW
187
GW & Wade
Massachusetts
$318K -$4.63M -160,752 -94%
MWP
188
Moller Wealth Partners
$313K +$108K +3,746 +52%
SIC
189
Sterling Investment Counsel
New York
$313K – – –
HP
190
Hilltop Partners
Indiana
$313K +$313K +10,855 New
PCS
191
Personal CFO Solutions
New Jersey
$311K +$28.8K +1,000 +10%
EWA
192
EP Wealth Advisors
California
$309K +$308K +1,103,708 +50,956%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$304K -$1.2M -41,783 -80%
CASB
194
Cape Ann Savings Bank
Massachusetts
$304K -$17.1K -595 -5%
D
195
Diversified
Delaware
$299K -$17.3K -600 -5%
HWM
196
HB Wealth Management
Georgia
$298K – – –
SEP
197
Southland Equity Partners
Missouri
$294K -$7.4K -257 -2%
CCM
198
Colorado Capital Management
Colorado
$290K +$4.2K +146 +1%
BFW
199
Brady Family Wealth
Missouri
$287K +$1.5K +52 +0.5%
PI
200
PFG Investments
New York
$285K +$46.4K +1,613 +19%
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