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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+9
Holders Change %
+2.9%
% of All Funds
4.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
102
Reduced
121
Closed
19
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$1.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
PCG
Prosperity Consulting Group
Maryland
+$8.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
5
M&T Bank
M&T Bank
New York
+$2.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$66.9M
2
HNB
Huntington National Bank
Ohio
-$17.2M
3
IWM
IHT Wealth Management
Illinois
-$7.67M
4
MWM
Meridian Wealth Management
Kentucky
-$4.4M
5
UCFA
United Capital Financial Advisors
Texas
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
176
FinTrust Capital Advisors
South Carolina
$435K -$296K -9,066 -41%
CWM
177
Collaborative Wealth Management
Florida
$433K -$26.3K -805 -6%
OIA
178
OneDigital Investment Advisors
Kansas
$427K -$386K -11,797 -47%
SIA
179
Schechter Investment Advisors
Michigan
$427K +$427K +13,070 New
PAS
180
Park Avenue Securities
New York
$420K +$49.9K +1,526 +13%
HW
181
Hancock Whitney
Mississippi
$412K -$11.2K -343 -3%
Invesco
182
Invesco
Georgia
$405K +$5.95K +182 +1%
FFN
183
Focus Financial Network
Minnesota
$403K – – –
CTWM
184
Cherry Tree Wealth Management
Minnesota
$397K -$77.8K -2,381 -16%
PCS
185
Personal CFO Solutions
New Jersey
$392K – – –
MFS
186
McNamara Financial Services
Massachusetts
$389K -$57.3K -1,752 -13%
DWM
187
Dakota Wealth Management
Florida
$382K +$5.95K +182 +2%
SCM
188
Sebold Capital Management
Illinois
$380K – – –
JSL
189
JT Stratford LLC
Georgia
$378K -$168K -5,136 -31%
MWP
190
Moller Wealth Partners
$372K -$14.8K -454 -4%
ASN
191
Advisory Services Network
Georgia
$360K +$1.73K +53 +0.5%
D
192
Diversified
Delaware
$355K +$11.6K +355 +3%
HP
193
Hilltop Partners
Indiana
$355K – – –
SIC
194
Sterling Investment Counsel
New York
$351K – – –
VCA
195
Verdence Capital Advisors
Maryland
$350K +$3.63K +111 +1%
PSF
196
Pacific Sun Financial
California
$345K -$2.61K -80 -0.8%
WI
197
Wintrust Investments
Illinois
$345K -$65.3K -2,000 -16%
BFW
198
Brady Family Wealth
Missouri
$330K +$2.06K +63 +0.6%
PI
199
PFG Investments
New York
$326K +$1.31K +40 +0.4%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$324K +$101K +3,104 +46%
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