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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $830M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
39
Increased
114
Reduced
83
Closed
22
Calls
$347K
Puts
$574K
Net Calls
-$227K
Net Calls Change
-$567K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.7M
2
LPL Financial
LPL Financial
California
$49.8M
3
UBS Group
UBS Group
Switzerland
$49.1M
4
GW
GW & Wade
Massachusetts
$4.83M
5
BCMO
Buckingham Capital Management (Ohio)
Ohio
$4.09M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$18M
2
AssetMark Inc
AssetMark Inc
California
$11.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29.9M
4
VCS
Vaughan & Co Securities
New Jersey
$3.5M
5
RIA
RPG Investment Advisory
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
201
Stratos Wealth Partners
Ohio
$244K -$141K -4,973 -37%
GWM
202
Gray Wealth Management
Maine
$244K -$995 -35 -0.4%
MFS
203
Madrona Financial Services
Washington
$244K -$11.3K -399 -4%
IWC
204
Integrated Wealth Concepts
Massachusetts
$241K +$241K +8,486 New
BFG
205
Berger Financial Group
Minnesota
$240K – – –
EFS
206
Essex Financial Services
Connecticut
$231K -$5.95K -210 -3%
JWBC
207
John W. Brooker & Co
California
$220K +$142 +5 +0.1%
VW
208
Vance Wealth
California
$220K +$220K +7,728 New
SC
209
Savant Capital
Illinois
$216K +$216K +7,580 New
BMD
210
Better Money Decisions
New Mexico
$215K +$215K +7,551 New
BRWA
211
B. Riley Wealth Advisors
Florida
$215K +$215K +7,549 New
AF
212
Apexium Financial
Texas
$211K -$59.2K -2,082 -22%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$178K – – –
OIA
214
Optimum Investment Advisors
Illinois
$161K -$17.6K -620 -10%
CT
215
Colonial Trust
South Carolina
$158K +$158K +5,511 New
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$149K -$4.86K -171 -3%
CSPIA
217
Cary Street Partners Investment Advisory
Virginia
$141K +$141K +4,941 New
IBOK
218
Independence Bank of Kentucky
Kentucky
$140K – – –
BBHC
219
Brown Brothers Harriman & Co
New York
$137K – – –
AA
220
AlphaMark Advisors
Kentucky
$129K -$79.8K -2,800 -38%
BONH
221
Bank of New Hampshire
New Hampshire
$123K – – –
PTC
222
Private Trust Company
Ohio
$121K – – –
BFEC
223
Benjamin F. Edwards & Company
Missouri
$118K +$55.6K +1,955 +89%
EWM
224
Evermay Wealth Management
Virginia
$116K +$142 +5 +0.1%
VCM
225
Vigilant Capital Management
Maine
$112K – – –
7 8
9
10 11