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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $844M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.

Holders
293
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
24
Increased
114
Reduced
98
Closed
22
Calls
$300K
Puts
–
Net Calls
+$300K
Net Calls Change
+$41K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$21.2M
2
M&T Bank
2
M&T Bank
New York
$30.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$78.6M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.76M
5
Creative Planning
5
Creative Planning
Kansas
$50.3M

Top Sellers

1
PPW
1
Pasadena Private Wealth
California
$0
2
Wells Fargo
2
Wells Fargo
California
$22.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$341K
4
JFA
4
JNBA Financial Advisors
Minnesota
$5.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$47.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$78.6M 2,466,526 +114,658 +5%
Bank of America
2
Bank of America
North Carolina
$52.8M 1,656,785 +56,708 +4%
Creative Planning
3
Creative Planning
Kansas
$50.3M 1,579,034 +63,592 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$47.1M 1,478,536 -58,024 -4%
UBS Group
5
UBS Group
Switzerland
$43.5M 1,365,424 +15,634 +1%
LPL Financial
6
LPL Financial
California
$41.1M 1,288,434 +49,530 +4%
UCFA
7
United Capital Financial Advisors
Texas
$35M 1,098,045 +21,607 +2%
M&T Bank
8
M&T Bank
New York
$30.9M 968,204 +121,180 +14%
Wells Fargo
9
Wells Fargo
California
$22.7M 711,529 -133,155 -16%
Ameriprise
10
Ameriprise
Minnesota
$21.2M 663,952 +133,545 +25%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$17.4M 546,033 -21,162 -4%
KeyBank National Association
12
KeyBank National Association
Ohio
$17.2M 539,606 +32,323 +6%
HNB
13
Huntington National Bank
Ohio
– – – –
VCS
14
Vaughan & Co Securities
New Jersey
$16.1M 504,215 -19,100 -4%
AssetMark Inc
15
AssetMark Inc
California
$14.4M 452,639 +48,685 +12%
EWMCB
16
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.7M 430,142 -5,733 -1%
DSCM
17
Del-Sette Capital Management
New York
$13M 406,500 +18,947 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$10.1M 386,737 -23,679 -6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$9.84M 308,777 +803 +0.3%
KAS
20
Kestra Advisory Services
Texas
$9.53M 298,980 -9,264 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$9.18M 287,893 +4,612 +2%
DWM
22
Destination Wealth Management
California
$9.08M 284,955 +5,309 +2%
RJA
23
Raymond James & Associates
Florida
$8.64M 271,051 +16,939 +7%
B
24
Brightworth
Georgia
$6.76M 212,049 +107 +0.1%
JFA
25
JNBA Financial Advisors
Minnesota
$5.67M 177,961 -71,519 -29%
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