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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$75.7M
2
Stifel Financial
Stifel Financial
Missouri
$16.4M
3
IA
IFP Advisors
Florida
$6.56M
4
RJA
Raymond James & Associates
Florida
$15.3M
5
Two Sigma Investments
Two Sigma Investments
New York
$3.91M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$18.8M
2
SFC
Strategic Financial Concepts
Texas
$300K
3
Bank of America
Bank of America
North Carolina
$68M
4
DAS
Dynamic Advisor Solutions
Arizona
$382K
5
MWM
Meridian Wealth Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
201
Great Valley Advisor Group
Delaware
$334K +$85.4K +2,476 +34%
GFA
202
Gallagher Fiduciary Advisors
Illinois
$331K +$2.45K +71 +0.7%
BRWA
203
B. Riley Wealth Advisors
Florida
$325K -$10.3K -303 -3%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$324K – – –
PT
205
Plimoth Trust
Massachusetts
$323K -$1.38K -40 -0.4%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$314K +$100K +2,898 +47%
Invesco
207
Invesco
Georgia
$309K -$55K -1,595 -15%
WA
208
Wambolt & Associates
Colorado
$308K -$43.9K -1,292 -12%
MCM
209
MAI Capital Management
Ohio
$307K -$6.9K -200 -2%
TNBTD
210
Trustmark National Bank Trust Department
Mississippi
$307K -$1.04K -30 -0.3%
WB
211
West Bancorporation
Iowa
$306K -$124K -3,582 -29%
SEP
212
Southland Equity Partners
Missouri
$304K -$21.8K -632 -7%
SFC
213
Strategic Financial Concepts
Texas
$300K -$9.86M -285,992 -97%
BFWM
214
Bright Futures Wealth Management
New York
$297K +$4.92K +143 +2%
PCS
215
Personal CFO Solutions
New Jersey
$293K – – –
AIA
216
Ally Invest Advisors
North Carolina
$279K -$53.3K -1,545 -16%
WPC
217
Wedmont Private Capital
Pennsylvania
$275K +$2.61K +77 +1%
CASB
218
Cape Ann Savings Bank
Massachusetts
$274K – – –
BFG
219
Berger Financial Group
Minnesota
$272K – – –
SC
220
Savant Capital
Illinois
$269K +$19.3K +559 +8%
FNT
221
First National Trust
Pennsylvania
$268K -$47K -1,363 -15%
VW
222
Vance Wealth
California
$267K – – –
RA
223
Rockingstone Advisors
Massachusetts
$261K +$19.5K +565 +8%
CT
224
Colonial Trust
South Carolina
$252K +$93.4K +2,724 +59%
NIWA
225
New Insight Wealth Advisors
California
$250K +$3.45K +100 +1%
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9
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