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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

272 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
90
Reduced
93
Closed
25
Calls
$427K
Puts
–
Net Calls
+$427K
Net Calls Change
-$283K

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$14.1M
2
LPL Financial
LPL Financial
California
+$5.2M
3
CWM
Connecticut Wealth Management
Connecticut
+$2.23M
4
PPW
Pasadena Private Wealth
California
+$1.66M
5
UCFA
United Capital Financial Advisors
Texas
+$1.34M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$3.81M
2
BWM
BCS Wealth Management
Tennessee
-$3.77M
3
Creative Planning
Creative Planning
Kansas
-$3.65M
4
SPIA
Steward Partners Investment Advisory
New York
-$1.92M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$82.8M -$1.17M -36,536 -1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$51.4M -$1.6M -50,326 -3%
Bank of America
3
Bank of America
North Carolina
$48.5M +$1.23M +38,673 +3%
Creative Planning
4
Creative Planning
Kansas
$45.4M -$3.65M -114,557 -7%
UBS Group
5
UBS Group
Switzerland
$41.9M +$97.7K +3,065 +0.2%
LPL Financial
6
LPL Financial
California
$39.7M +$5.2M +163,072 +15%
UCFA
7
United Capital Financial Advisors
Texas
$33.4M +$1.34M +42,126 +4%
M&T Bank
8
M&T Bank
New York
$27.1M -$3.81M -119,375 -12%
Wells Fargo
9
Wells Fargo
California
$24.7M +$1.06M +33,199 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$21.4M +$78.7K +2,468 +0.4%
VCS
11
Vaughan & Co Securities
New Jersey
$17.6M -$1.21M -38,023 -6%
Ameriprise
12
Ameriprise
Minnesota
$17.2M +$245K +7,689 +1%
KeyBank National Association
13
KeyBank National Association
Ohio
$14.2M +$332K +10,418 +2%
EWMCB
14
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.2M +$14.1K +443 +0.1%
HNB
15
Huntington National Bank
Ohio
$14.1M +$14.1M +42,516 New
AssetMark Inc
16
AssetMark Inc
California
$13.1M -$273K -8,572 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$12.1M +$249K +7,784 +2%
JFA
18
JNBA Financial Advisors
Minnesota
$11.9M +$229K +7,167 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.2M -$352K -11,037 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$10M -$1.43M -44,738 -12%
KAS
21
Kestra Advisory Services
Texas
$9.5M +$593K +18,611 +7%
DWM
22
Destination Wealth Management
California
$8.83M -$308K -9,652 -3%
RJA
23
Raymond James & Associates
Florida
$6.38M +$451K +14,130 +8%
PPW
24
Pasadena Private Wealth
California
$5.83M +$1.66M +52,202 +40%
BFG
25
Beacon Financial Group
Texas
$5.42M -$135K -4,358 -2%
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