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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
97
Reduced
112
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
-$1.05M

Top Buyers

1
IWM
IHT Wealth Management
Illinois
$8.37M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.45M
3
Citadel Advisors
Citadel Advisors
Florida
$5.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
5
Bank of America
Bank of America
North Carolina
$52.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
$291K
2
HNB
Huntington National Bank
Ohio
$15.8M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$6.69M
4
Creative Planning
Creative Planning
Kansas
$45.1M
5
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
201
Berger Financial Group
Minnesota
$227K – – –
GWM
202
Gray Wealth Management
Maine
$227K -$10.3K -366 -4%
LPT
203
Legacy Private Trust
Wisconsin
$221K -$25.1K -890 -10%
JWBC
204
John W. Brooker & Co
California
$218K +$85 +3 +0%
VW
205
Vance Wealth
California
$218K – – –
Mariner
206
Mariner
Kansas
$216K -$1.32M -46,755 -86%
BRWA
207
B. Riley Wealth Advisors
Florida
$214K -$50K -1,774 -19%
SWP
208
Stratos Wealth Partners
Ohio
$211K +$14.2K +504 +7%
JWCA
209
J.W. Cole Advisors
Florida
$207K -$14.6K -517 -7%
GW
210
GW & Wade
Massachusetts
$207K -$105K -3,704 -34%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$207K +$5.53K +196 +3%
RJT
212
Raymond James Trust
Florida
$204K +$6.88K +244 +3%
FPAS
213
Focus Partners Advisor Solutions
Missouri
$200K -$12.9K -459 -6%
GWM
214
Geneos Wealth Management
Colorado
$185K – – –
HI
215
Harbour Investments
Wisconsin
$165K -$4.23K -150 -3%
AF
216
Allworth Financial
California
$161K -$41.9K -1,484 -21%
OIA
217
Optimum Investment Advisors
Illinois
$160K – – –
NA
218
NewEdge Advisors
Louisiana
$155K -$94.4K -3,348 -38%
CPG
219
Cornerstone Planning Group
New Jersey
$154K -$206K -7,306 -57%
CT
220
Colonial Trust
South Carolina
$153K – – –
GWSG
221
GPS Wealth Strategies Group
Colorado
$139K +$3.27K +116 +2%
BBHC
222
Brown Brothers Harriman & Co
New York
$136K – – –
Fidelity Investments
223
Fidelity Investments
Massachusetts
$135K -$11K -390 -8%
HGERS
224
Householder Group Estate & Retirement Specialist
Arizona
$119K +$119K +4,222 New
BONH
225
Bank of New Hampshire
New Hampshire
$110K – – –
7 8
9
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