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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

276 hedge funds and large institutions have $767M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
87
Reduced
101
Closed
19
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
+$79K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$4.12M
2
BWM
BCS Wealth Management
Tennessee
+$3.72M
3
Creative Planning
Creative Planning
Kansas
+$2.77M
4
GIA
Gladstone Institutional Advisory
Florida
+$1.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.24M
2
SFS
Sowell Financial Services
Arkansas
-$3.68M
3
JFA
JNBA Financial Advisors
Minnesota
-$2.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
5
WAM
WealthTrust Asset Management
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$71.8M -$8.24M -267,267 -10%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.3M -$2.45M -79,353 -5%
Creative Planning
3
Creative Planning
Kansas
$46.7M +$2.77M +89,722 +6%
Bank of America
4
Bank of America
North Carolina
$46.2M -$740K -24,018 -2%
UBS Group
5
UBS Group
Switzerland
$41.3M +$790K +25,617 +2%
LPL Financial
6
LPL Financial
California
$37.1M -$1.34M -43,351 -3%
UCFA
7
United Capital Financial Advisors
Texas
$32.8M +$515K +16,692 +2%
M&T Bank
8
M&T Bank
New York
$26M -$219K -7,092 -0.8%
Wells Fargo
9
Wells Fargo
California
$24M +$160K +5,195 +0.7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19.3M -$1.39M -45,051 -7%
Ameriprise
11
Ameriprise
Minnesota
$16.6M -$25.8K -837 -0.2%
VCS
12
Vaughan & Co Securities
New Jersey
$16.1M -$852K -27,649 -5%
KeyBank National Association
13
KeyBank National Association
Ohio
$14.7M +$964K +31,284 +7%
HNB
14
Huntington National Bank
Ohio
$14.1M +$507K +1,592 +4%
EWMCB
15
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.3M -$382K -12,392 -3%
AssetMark Inc
16
AssetMark Inc
California
$12.6M -$79.5K -2,580 -0.6%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.5M -$213K -6,878 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.68M -$1.14M -37,064 -11%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$9.48M -$191K -6,191 -2%
KAS
20
Kestra Advisory Services
Texas
$9.37M +$182K +5,892 +2%
JFA
21
JNBA Financial Advisors
Minnesota
$8.68M -$2.87M -92,936 -25%
DWM
22
Destination Wealth Management
California
$8.41M -$126K -4,090 -1%
RJA
23
Raymond James & Associates
Florida
$6.67M +$506K +16,418 +8%
B
24
Brightworth
Georgia
$5.82M +$733K +23,764 +14%
PPW
25
Pasadena Private Wealth
California
$5.53M -$104K -3,384 -2%
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