DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

297 hedge funds and large institutions have $860M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 75 reducing their positions, and 25 closing their positions.

Holders
297
Holders Change
+21
Holders Change %
+7.61%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
50
Increased
112
Reduced
75
Closed
25
Calls
$476K
Puts
$217K
Net Calls
+$259K
Net Calls Change
-$247K

Top Buyers

1
DSCM
1
Del-Sette Capital Management
New York
$12.7M
2
AG
2
Ascent Group
Virginia
$4.29M
3
MPW
3
Melone Private Wealth
Michigan
$3.98M
4
Bank of America
4
Bank of America
North Carolina
$52.6M
5
Wells Fargo
5
Wells Fargo
California
$27.8M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$15.5M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.6M
4
PWAC
4
Private Wealth Advisors (California)
California
$0
5
JFA
5
JNBA Financial Advisors
Minnesota
$8.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77.3M 2,351,868 +21,493 +0.9%
Bank of America
2
Bank of America
North Carolina
$52.6M 1,600,077 +102,849 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$50.5M 1,536,560 +3,036 +0.2%
Creative Planning
4
Creative Planning
Kansas
$49.8M 1,515,442 +1,813 +0.1%
UBS Group
5
UBS Group
Switzerland
$44.4M 1,349,790 +11,754 +0.9%
LPL Financial
6
LPL Financial
California
$40.7M 1,238,904 +36,521 +3%
UCFA
7
United Capital Financial Advisors
Texas
$35.4M 1,076,438 +11,484 +1%
M&T Bank
8
M&T Bank
New York
$27.8M 847,024 +2,959 +0.4%
Wells Fargo
9
Wells Fargo
California
$27.8M 844,684 +66,143 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$18.6M 567,195 -59,649 -10%
Ameriprise
11
Ameriprise
Minnesota
$17.4M 530,407 -7,554 -1%
VCS
12
Vaughan & Co Securities
New Jersey
$17.2M 523,315 +492 +0.1%
KeyBank National Association
13
KeyBank National Association
Ohio
$16.7M 507,283 +29,754 +6%
HNB
14
Huntington National Bank
Ohio
– – -44,108 Closed
EWMCB
15
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.3M 435,875 +3,613 +0.8%
Osaic Holdings
16
Osaic Holdings
Arizona
$13.5M 410,416 +39,658 +11%
AssetMark Inc
17
AssetMark Inc
California
$13.3M 403,954 -4,053 -1%
DSCM
18
Del-Sette Capital Management
New York
$12.7M 387,553 +387,553 New
KAS
19
Kestra Advisory Services
Texas
$10.1M 308,244 +4,317 +1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$10.1M 307,974 +429 +0.1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$9.31M 283,281 -30,566 -10%
DWM
22
Destination Wealth Management
California
$9.19M 279,646 +6,835 +3%
RJA
23
Raymond James & Associates
Florida
$8.35M 254,112 +37,638 +17%
JFA
24
JNBA Financial Advisors
Minnesota
$8.2M 249,480 -32,059 -11%
B
25
Brightworth
Georgia
$6.96M 211,942 +23,124 +12%
1
2 3 4 5