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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

297 hedge funds and large institutions have $860M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+21
Holders Change %
+7.61%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
50
Increased
112
Reduced
75
Closed
25
Calls
$476K
Puts
$217K
Net Calls
+$259K
Net Calls Change
-$247K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.6M
2
Wells Fargo
Wells Fargo
California
$27.8M
3
Citadel Advisors
Citadel Advisors
Florida
$2.83M
4
AWM
Apollon Wealth Management
South Carolina
$1.91M
5
WP
WealthShield Partners
North Carolina
$1.32M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.5M
2
FTUS
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.6M
4
PWAC
Private Wealth Advisors (California)
California
$0
5
JFA
JNBA Financial Advisors
Minnesota
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
201
Rockbridge Investment Management
New York
$261K +$261K +7,952 New
WI
202
Wintrust Investments
Illinois
$255K -$3.28K -100 -1%
JWBC
203
John W. Brooker & Co
California
$254K +$131 +4 +0.1%
VW
204
Vance Wealth
California
$254K +$254K +7,728 New
NFG
205
Next Financial Group
Texas
$244K -$4.07K -124 -2%
SC
206
Siena Capital
Ohio
$243K +$243K +7,404 New
Fidelity Investments
207
Fidelity Investments
Massachusetts
$239K +$59.5K +1,813 +33%
EGA
208
Eagle Global Advisors
Texas
$237K – – –
MOS
209
MGO One Seven
Ohio
$236K +$18.1K +550 +8%
BMD
210
Better Money Decisions
New Mexico
$231K +$80K +2,436 +53%
AFP
211
Ausdal Financial Partners
Iowa
$230K -$8.95K -272 -4%
SB
212
Strategic Blueprint
Georgia
$229K +$6.32K +192 +3%
XF
213
XML Financial
Maryland
$226K -$67.2K -2,050 -23%
MWP
214
Moller Wealth Partners
$224K – – –
EWA
215
Exencial Wealth Advisors
Oklahoma
$222K +$222K +6,751 New
Jones Financial Companies
216
Jones Financial Companies
Missouri
$218K -$13K -396 -6%
IF
217
Intrua Financial
Texas
$217K +$4.98K +152 +2%
JPLA
218
Joseph P. Lucia & Associates
New York
$215K – – –
AF
219
Allworth Financial
California
$213K -$101K -3,070 -32%
VAS
220
Vestmark Advisory Solutions
Massachusetts
$211K +$211K +6,412 New
PCM
221
Passive Capital Management
Maryland
$210K +$210K +6,385 New
CBFP
222
Cedar Brook Financial Partners
Ohio
$207K +$207K +6,290 New
OIA
223
Optimum Investment Advisors
Illinois
$206K +$197 +6 +0.1%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$168K – – –
IBOK
225
Independence Bank of Kentucky
Kentucky
$162K – – –
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9
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