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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

322 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
101
Reduced
137
Closed
18
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
-$1.37M

Top Buyers

1
MWM
Meridian Wealth Management
Kentucky
$4.27M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$3.99M
3
Goldman Sachs
Goldman Sachs
New York
$2.14M
4
FTUS
Flow Traders U.S.
New York
$1.82M
5
Citadel Advisors
Citadel Advisors
Florida
$2.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$16.1M
2
CICC
Capital Investment Counsel (Colorado)
Colorado
$486K
3
Bank of America
Bank of America
North Carolina
$66.8M
4
UCFA
United Capital Financial Advisors
Texas
$553K
5
AssetMark Inc
AssetMark Inc
California
$7.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
201
Ally Invest Advisors
North Carolina
$300K -$1.99K -64 -0.7%
GFA
202
Gallagher Fiduciary Advisors
Illinois
$297K +$2.71K +87 +0.9%
SEP
203
Southland Equity Partners
Missouri
$294K -$7.76K -249 -3%
PT
204
Plimoth Trust
Massachusetts
$293K -$1.09K -35 -0.4%
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$292K +$16.7K +536 +6%
WI
206
Wintrust Investments
Illinois
$292K -$37.4K -1,200 -11%
Focus Partners Wealth
207
Focus Partners Wealth
Massachusetts
$288K +$2.21K +71 +0.8%
FNT
208
First National Trust
Pennsylvania
$284K -$22.6K -724 -7%
MCM
209
MAI Capital Management
Ohio
$284K +$1.25K +40 +0.4%
BFWM
210
Bright Futures Wealth Management
New York
$279K -$14.8K -450 -5%
TNBTD
211
Trustmark National Bank Trust Department
Mississippi
$278K -$278K -8,918 -50%
PCS
212
Personal CFO Solutions
New Jersey
$264K -$109K -3,500 -29%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$261K – – –
WPC
214
Wedmont Private Capital
Pennsylvania
$260K +$260K +8,038 New
CASB
215
Cape Ann Savings Bank
Massachusetts
$247K -$2.96K -95 -1%
CL
216
COWA LLC
Oklahoma
$246K +$39.5K +1,268 +19%
BFG
217
Berger Financial Group
Minnesota
$245K -$5.89K -189 -2%
SF
218
Synovus Financial
Georgia
$242K +$15.3K +490 +7%
VW
219
Vance Wealth
California
$241K – – –
SCM
220
Sebold Capital Management
Illinois
$239K -$123K -3,934 -34%
GWM
221
Gray Wealth Management
Maine
$237K -$2.18K -70 -0.9%
JWBC
222
John W. Brooker & Co
California
$234K – – –
AF
223
Allworth Financial
California
$231K -$8.9K -265 -4%
SC
224
Savant Capital
Illinois
$225K +$93 +3 +0%
GVAG
225
Great Valley Advisor Group
Delaware
$224K +$224K +7,200 New
7 8
9
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