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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
97
Reduced
112
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
-$1.05M

Top Buyers

1
IWM
IHT Wealth Management
Illinois
$8.37M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.45M
3
Citadel Advisors
Citadel Advisors
Florida
$5.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
5
Bank of America
Bank of America
North Carolina
$52.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
$291K
2
HNB
Huntington National Bank
Ohio
$15.8M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$6.69M
4
Creative Planning
Creative Planning
Kansas
$45.1M
5
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
176
Neuberger Berman Group
New York
$328K +$328K +11,626 New
Invesco
177
Invesco
Georgia
$326K +$6.35K +225 +2%
ASN
178
Advisory Services Network
Georgia
$322K +$367 +13 +0.1%
MBT
179
Montecito Bank & Trust
California
$318K – – –
SFS
180
Sowell Financial Services
Arkansas
$309K -$30.5K -1,082 -9%
HP
181
Hilltop Partners
Indiana
$306K – – –
MWP
182
Moller Wealth Partners
$304K -$3.36K -119 -1%
SIC
183
Sterling Investment Counsel
New York
$303K -$3.67K -130 -1%
VCA
184
Verdence Capital Advisors
Maryland
$299K +$22.5K +799 +8%
PSF
185
Pacific Sun Financial
California
$299K -$21.4K -760 -7%
D
186
Diversified
Delaware
$293K – – –
HWM
187
HB Wealth Management
Georgia
$292K – – –
MOS
188
MGO One Seven
Ohio
$292K +$17K +602 +6%
EWA
189
EP Wealth Advisors
California
$291K -$30.9M -1,095,559 -99%
SEP
190
Southland Equity Partners
Missouri
$284K -$4.17K -148 -1%
BFW
191
Brady Family Wealth
Missouri
$283K +$1.44K +51 +0.5%
PI
192
PFG Investments
New York
$281K +$1.78K +63 +0.6%
CASB
193
Cape Ann Savings Bank
Massachusetts
$274K -$24.3K -860 -8%
ADL
194
Asset Dedication LLC
California
$271K – – –
Renaissance Technologies
195
Renaissance Technologies
New York
$271K +$271K +9,600 New
GFA
196
Gallagher Fiduciary Advisors
Illinois
$263K -$185K -6,545 -41%
SFC
197
Strategic Financial Concepts
Texas
$252K +$252K +8,951 New
IWC
198
Integrated Wealth Concepts
Massachusetts
$252K -$9.59K -340 -4%
CCM
199
Colorado Capital Management
Colorado
$248K -$36K -1,277 -13%
MFS
200
Madrona Financial Services
Washington
$241K – – –
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8
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