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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

322 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
101
Reduced
137
Closed
18
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
-$1.37M

Top Buyers

1
MWM
Meridian Wealth Management
Kentucky
$4.27M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$3.99M
3
Goldman Sachs
Goldman Sachs
New York
$2.14M
4
FTUS
Flow Traders U.S.
New York
$1.82M
5
Citadel Advisors
Citadel Advisors
Florida
$2.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$16.1M
2
CICC
Capital Investment Counsel (Colorado)
Colorado
$486K
3
Bank of America
Bank of America
North Carolina
$66.8M
4
UCFA
United Capital Financial Advisors
Texas
$553K
5
AssetMark Inc
AssetMark Inc
California
$7.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
176
McNamara Financial Services
Massachusetts
$387K +$16.5K +529 +4%
PAS
177
Park Avenue Securities
New York
$377K -$23.1K -743 -6%
OIA
178
OneDigital Investment Advisors
Kansas
$369K -$38.5K -1,236 -9%
PWMAG
179
Pinnacle Wealth Management Advisory Group
New Jersey
$367K -$53.2K -1,709 -13%
AWC
180
Abundance Wealth Counselors
Pennsylvania
$363K +$109K +3,505 +43%
JSL
181
JT Stratford LLC
Georgia
$362K +$1.96K +63 +0.5%
EAM
182
Empirical Asset Management
Massachusetts
$359K +$359K +11,527 New
DWM
183
Dakota Wealth Management
Florida
$358K -$5.67K -182 -2%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$357K +$48.9K +1,570 +16%
IIA
185
Integral Investment Advisors
California
$357K -$93K -3,017 -21%
MWP
186
Moller Wealth Partners
$354K – – –
AI
187
Atria Investments
North Carolina
$344K +$344K +11,032 New
ASN
188
Advisory Services Network
Georgia
$341K -$1.93K -62 -0.6%
D
189
Diversified
Delaware
$339K – – –
HP
190
Hilltop Partners
Indiana
$338K – – –
SIC
191
Sterling Investment Counsel
New York
$335K – – –
VCA
192
Verdence Capital Advisors
Maryland
$334K +$218 +7 +0.1%
CTWM
193
Cherry Tree Wealth Management
Minnesota
$329K -$49.3K -1,584 -13%
Invesco
194
Invesco
Georgia
$329K -$56.8K -1,824 -15%
PSF
195
Pacific Sun Financial
California
$325K -$4.36K -140 -1%
WA
196
Wambolt & Associates
Colorado
$320K -$105K -3,414 -25%
BFW
197
Brady Family Wealth
Missouri
$317K +$1.9K +61 +0.6%
PI
198
PFG Investments
New York
$313K +$2.4K +77 +0.8%
BRWA
199
B. Riley Wealth Advisors
Florida
$306K +$69.8K +2,242 +30%
EWA
200
EP Wealth Advisors
California
$305K – – –
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8
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