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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

276 hedge funds and large institutions have $767M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
87
Reduced
101
Closed
19
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
+$79K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$4.12M
2
BWM
BCS Wealth Management
Tennessee
+$3.72M
3
Creative Planning
Creative Planning
Kansas
+$2.77M
4
GIA
Gladstone Institutional Advisory
Florida
+$1.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.24M
2
SFS
Sowell Financial Services
Arkansas
-$3.68M
3
JFA
JNBA Financial Advisors
Minnesota
-$2.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
5
WAM
WealthTrust Asset Management
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
201
Intrua Financial
Texas
$203K – – –
JPLA
202
Joseph P. Lucia & Associates
New York
$201K -$20K -650 -9%
OC
203
Oakworth Capital
Alabama
$199K – – –
OIA
204
Optimum Investment Advisors
Illinois
$193K -$73.7K -2,396 -28%
NC
205
NewSquare Capital
Pennsylvania
$176K +$16.3K +530 +10%
BW
206
Bison Wealth
Georgia
$171K -$38.7K -1,258 -18%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$168K +$492 +16 +0.3%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$158K +$43.9K +1,424 +38%
IBOK
209
Independence Bank of Kentucky
Kentucky
$152K – – –
TWA
210
TCI Wealth Advisors
Arizona
$147K – – –
EWM
211
Evermay Wealth Management
Virginia
$143K – – –
BMD
212
Better Money Decisions
New Mexico
$142K +$24.7K +800 +21%
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$130K -$9.92K -321 -7%
HI
214
Harbour Investments
Wisconsin
$118K – – –
MA
215
MCF Advisors
Kentucky
$112K – – –
HWA
216
Heritage Wealth Advisors
Virginia
$107K – – –
CFGS
217
Concourse Financial Group Securities
Alabama
$106K – – –
AF
218
Advisornet Financial
Minnesota
$105K +$10.1K +327 +11%
MFT
219
Moisand Fitzgerald Tamayo
Florida
$100K – – –
RPCA
220
Running Point Capital Advisors
California
$100K – – –
FNBOSM
221
First National Bank of South Miami
Florida
$91K – – –
DWMG
222
DB Wealth Management Group
California
$90K -$2.98K -96 -3%
FCB
223
First Command Bank
Texas
$86K -$15.4K -500 -15%
FCFS
224
First Command Financial Services
Texas
$86K -$15.4K -500 -15%
CDIA
225
Capital Directions Investment Advisors
Georgia
$83K +$556 +18 +0.7%
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9
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