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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+9
Holders Change %
+2.9%
% of All Funds
4.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
102
Reduced
121
Closed
19
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$1.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
PCG
Prosperity Consulting Group
Maryland
+$8.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
5
M&T Bank
M&T Bank
New York
+$2.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$66.9M
2
HNB
Huntington National Bank
Ohio
-$17.2M
3
IWM
IHT Wealth Management
Illinois
-$7.67M
4
MWM
Meridian Wealth Management
Kentucky
-$4.4M
5
UCFA
United Capital Financial Advisors
Texas
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
201
First National Trust
Pennsylvania
$322K -$6.86K -210 -2%
EWA
202
EP Wealth Advisors
California
$320K -$784 -24 -0.2%
Goldman Sachs
203
Goldman Sachs
New York
$317K +$317K +9,707 New
SEP
204
Southland Equity Partners
Missouri
$317K -$6.7K -205 -2%
AIA
205
Ally Invest Advisors
North Carolina
$317K -$45.7K -1,397 -13%
PT
206
Plimoth Trust
Massachusetts
$309K -$114K -3,475 -27%
GFA
207
Gallagher Fiduciary Advisors
Illinois
$308K +$1.47K +45 +0.5%
Focus Partners Wealth
208
Focus Partners Wealth
Massachusetts
$300K +$300K +9,168 New
MCM
209
MAI Capital Management
Ohio
$297K +$297K +9,075 New
SFC
210
Strategic Financial Concepts
Texas
$291K +$291K +8,894 New
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$289K +$40.1K +1,226 +16%
CCM
212
Colorado Capital Management
Colorado
$276K -$7.39K -226 -3%
BFWM
213
Bright Futures Wealth Management
New York
$276K +$276K +8,946 New
Neuberger Berman Group
214
Neuberger Berman Group
New York
$274K -$68.6K -2,100 -20%
AWC
215
Abundance Wealth Counselors
Pennsylvania
$267K +$267K +8,164 New
BFG
216
Berger Financial Group
Minnesota
$263K – – –
CASB
217
Cape Ann Savings Bank
Massachusetts
$262K -$7.68K -235 -3%
VW
218
Vance Wealth
California
$253K – – –
NIWA
219
New Insight Wealth Advisors
California
$251K +$43.3K +1,325 +21%
GWM
220
Gray Wealth Management
Maine
$251K -$7.45K -228 -3%
JWBC
221
John W. Brooker & Co
California
$245K -$7.39K -226 -3%
SF
222
Synovus Financial
Georgia
$238K +$16.4K +502 +7%
PFS
223
Prospera Financial Services
Texas
$237K -$1.61M -49,362 -87%
SC
224
Savant Capital
Illinois
$236K +$2.35K +72 +1%
RJT
225
Raymond James Trust
Florida
$234K -$1.83K -56 -0.8%
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