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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $794M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 22 closing their positions.

Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
110
Reduced
93
Closed
22
Calls
$262K
Puts
–
Net Calls
+$262K
Net Calls Change
-$38K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$12.9M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$11.2M
3
AssetMark Inc
3
AssetMark Inc
California
$17.3M
4
Cerity Partners
4
Cerity Partners
New York
$3.05M
5
UBS Group
5
UBS Group
Switzerland
$40.9M

Top Sellers

1
BFG
1
Beacon Financial Group
Texas
$3.4M
2
DSCM
2
Del-Sette Capital Management
New York
$7.92M
3
FFA
3
Freedman Financial Associates
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$69.5M 2,462,469 -4,057 -0.2%
Creative Planning
2
Creative Planning
Kansas
$46M 1,629,092 +50,058 +3%
Bank of America
3
Bank of America
North Carolina
$46M 1,628,285 -28,500 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$41.1M 1,455,184 -23,352 -2%
UBS Group
5
UBS Group
Switzerland
$40.9M 1,450,519 +85,095 +6%
LPL Financial
6
LPL Financial
California
$38.5M 1,364,855 +76,421 +6%
UCFA
7
United Capital Financial Advisors
Texas
$31M 1,099,962 +1,917 +0.2%
M&T Bank
8
M&T Bank
New York
$27.7M 982,108 +13,904 +1%
Ameriprise
9
Ameriprise
Minnesota
$19.4M 688,488 +24,536 +4%
Wells Fargo
10
Wells Fargo
California
$19M 673,808 -37,721 -5%
AssetMark Inc
11
AssetMark Inc
California
$17.3M 614,417 +161,778 +36%
KeyBank National Association
12
KeyBank National Association
Ohio
$15.6M 551,411 +11,805 +2%
HNB
13
Huntington National Bank
Ohio
– – – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$14.4M 510,938 -35,095 -6%
VCS
15
Vaughan & Co Securities
New Jersey
$14M 497,648 -6,567 -1%
AWM
16
AE Wealth Management
Kansas
$12.9M 455,769 +455,769 New
EWMCB
17
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$12.2M 433,992 +3,850 +0.9%
Osaic Holdings
18
Osaic Holdings
Arizona
$11.4M 403,030 +16,293 +4%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$11.2M 396,832 +269,015 +210%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$9.17M 324,828 +36,935 +13%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$8.57M 303,671 -5,106 -2%
KAS
22
Kestra Advisory Services
Texas
$8.33M 295,317 -3,663 -1%
DWM
23
Destination Wealth Management
California
$7.95M 281,735 -3,220 -1%
RJA
24
Raymond James & Associates
Florida
$7.94M 281,505 +10,454 +4%
DSCM
25
Del-Sette Capital Management
New York
$7.92M 280,504 -125,996 -31%
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