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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

272 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
90
Reduced
93
Closed
25
Calls
$427K
Puts
–
Net Calls
+$427K
Net Calls Change
-$283K

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$14.1M
2
LPL Financial
LPL Financial
California
+$5.2M
3
CWM
Connecticut Wealth Management
Connecticut
+$2.23M
4
PPW
Pasadena Private Wealth
California
+$1.66M
5
UCFA
United Capital Financial Advisors
Texas
+$1.34M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$3.81M
2
BWM
BCS Wealth Management
Tennessee
-$3.77M
3
Creative Planning
Creative Planning
Kansas
-$3.65M
4
SPIA
Steward Partners Investment Advisory
New York
-$1.92M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
201
FinTrust Capital Advisors
South Carolina
$185K – – –
Fidelity Investments
202
Fidelity Investments
Massachusetts
$174K +$15.6K +489 +10%
NC
203
NewSquare Capital
Pennsylvania
$165K +$14.8K +465 +10%
IBOK
204
Independence Bank of Kentucky
Kentucky
$157K – – –
TWA
205
TCI Wealth Advisors
Arizona
$152K – – –
EWM
206
Evermay Wealth Management
Virginia
$148K +$148K +4,650 New
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$144K -$9.1K -286 -6%
HI
208
Harbour Investments
Wisconsin
$123K – – –
BMD
209
Better Money Decisions
New Mexico
$121K +$121K +3,800 New
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$118K +$118K +3,703 New
MA
211
MCF Advisors
Kentucky
$115K – – –
HWA
212
Heritage Wealth Advisors
Virginia
$111K – – –
CFGS
213
Concourse Financial Group Securities
Alabama
$110K – – –
TCOV
214
Trust Company of Vermont
Vermont
$108K +$24K +756 +29%
FCFS
215
First Command Financial Services
Texas
$105K – – –
FCB
216
First Command Bank
Texas
$105K – – –
MFT
217
Moisand Fitzgerald Tamayo
Florida
$104K – – –
RPCA
218
Running Point Capital Advisors
California
$104K – – –
AF
219
Advisornet Financial
Minnesota
$98K -$52.8K -1,662 -35%
DWMG
220
DB Wealth Management Group
California
$96K – – –
Jones Financial Companies
221
Jones Financial Companies
Missouri
$95K +$51.3K +1,601 +117%
FNBOSM
222
First National Bank of South Miami
Florida
$94K – – –
WB
223
Webster Bank
Connecticut
$93K – – –
GRP
224
Global Retirement Partners
California
$92K +$190 +6 +0.2%
CDIA
225
Capital Directions Investment Advisors
Georgia
$85K +$85K +2,671 New
7 8
9
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