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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

274 hedge funds and large institutions have $795M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+9
Holders Change %
+3.4%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
40
Increased
75
Reduced
112
Closed
28
Calls
$710K
Puts
–
Net Calls
+$710K
Net Calls Change
-$272K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.2M
2
Bank of America
Bank of America
North Carolina
+$9.93M
3
SFS
Sowell Financial Services
Arkansas
+$3.42M
4
Wells Fargo
Wells Fargo
California
+$3.06M
5
LPL Financial
LPL Financial
California
+$2.41M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$8.15M
2
AssetMark Inc
AssetMark Inc
California
-$6.14M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.4M
4
CCP
Cardan Capital Partners
Colorado
-$4.98M
5
FTUS
Flow Traders U.S.
New York
-$4.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
201
Intrua Financial
Texas
$211K +$211K +6,566 New
FVCM
202
F&V Capital Management
Florida
$206K +$206K +6,625 New
GWM
203
Geneos Wealth Management
Colorado
$204K -$68.4K -2,150 -25%
VAS
204
Vestmark Advisory Solutions
Massachusetts
$204K -$45.6K -1,463 -18%
SCA
205
Snowden Capital Advisors
New York
$202K +$202K +6,495 New
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$201K – – –
OC
207
Oakworth Capital
Alabama
$201K – – –
CBFP
208
Cedar Brook Financial Partners
Ohio
$201K +$201K +6,465 New
FCA
209
FinTrust Capital Advisors
South Carolina
$180K -$119K -3,835 -40%
IBOK
210
Independence Bank of Kentucky
Kentucky
$154K – – –
Fidelity Investments
211
Fidelity Investments
Massachusetts
$154K +$33.8K +1,090 +28%
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$150K +$56.5K +1,812 +60%
TWA
213
TCI Wealth Advisors
Arizona
$149K – – –
AF
214
Advisornet Financial
Minnesota
$148K +$250 +8 +0.2%
NC
215
NewSquare Capital
Pennsylvania
$147K +$16.1K +515 +12%
HI
216
Harbour Investments
Wisconsin
$120K +$120K +3,842 New
MA
217
MCF Advisors
Kentucky
$113K – – –
HWA
218
Heritage Wealth Advisors
Virginia
$108K – – –
CFGS
219
Concourse Financial Group Securities
Alabama
$107K -$4.35K -140 -4%
FCB
220
First Command Bank
Texas
$103K -$53.1K -1,700 -34%
FCFS
221
First Command Financial Services
Texas
$103K -$53.1K -1,700 -34%
MFT
222
Moisand Fitzgerald Tamayo
Florida
$101K – – –
RPCA
223
Running Point Capital Advisors
California
$101K – – –
DWMG
224
DB Wealth Management Group
California
$93K -$121K -3,914 -57%
FNBOSM
225
First National Bank of South Miami
Florida
$92K – – –
7 8
9
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