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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$75.7M
2
Stifel Financial
Stifel Financial
Missouri
$16.4M
3
IA
IFP Advisors
Florida
$6.56M
4
RJA
Raymond James & Associates
Florida
$15.3M
5
Two Sigma Investments
Two Sigma Investments
New York
$3.91M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$18.8M
2
SFC
Strategic Financial Concepts
Texas
$300K
3
Bank of America
Bank of America
North Carolina
$68M
4
DAS
Dynamic Advisor Solutions
Arizona
$382K
5
MWM
Meridian Wealth Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
176
Focus Partners Wealth
Massachusetts
$411K +$92K +2,668 +29%
OIA
177
OneDigital Investment Advisors
Kansas
$408K -$759 -22 -0.2%
PWMAG
178
Pinnacle Wealth Management Advisory Group
New Jersey
$406K – – –
FTUS
179
Flow Traders U.S.
New York
$406K -$1.61M -46,764 -80%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$403K +$7.59K +220 +2%
IIA
181
Integral Investment Advisors
California
$399K – – –
EAM
182
Empirical Asset Management
Massachusetts
$398K – – –
CICC
183
Capital Investment Counsel (Colorado)
Colorado
$397K -$141K -4,075 -26%
DWM
184
Dakota Wealth Management
Florida
$391K -$6.35K -184 -2%
AI
185
Atria Investments
North Carolina
$386K +$5.69K +165 +1%
DAS
186
Dynamic Advisor Solutions
Arizona
$382K -$5.95M -172,585 -94%
VCA
187
Verdence Capital Advisors
Maryland
$379K +$8.83K +256 +2%
HP
188
Hilltop Partners
Indiana
$374K – – –
D
189
Diversified
Delaware
$368K -$7.42K -215 -2%
DE
190
Diversified Enterprises
Delaware
$368K +$368K +10,659 New
CTWM
191
Cherry Tree Wealth Management
Minnesota
$365K – – –
PI
192
PFG Investments
New York
$362K +$15.7K +454 +5%
SIC
193
Sterling Investment Counsel
New York
$359K -$12.1K -350 -3%
NS
194
NBC Securities
Alabama
$355K +$288K +8,357 +430%
MWP
195
Moller Wealth Partners
$355K -$37.6K -1,090 -10%
BFW
196
Brady Family Wealth
Missouri
$351K – – –
PSF
197
Pacific Sun Financial
California
$347K -$12.1K -350 -3%
NWA
198
Navis Wealth Advisors
New York
$344K +$97.2K +2,818 +39%
ASN
199
Advisory Services Network
Georgia
$341K – – –
EWA
200
EP Wealth Advisors
California
$341K +$3.17K +92 +0.9%
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8
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