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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

283 hedge funds and large institutions have $719M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 32 closing their positions.

Holders
283
Holders Change
-11
Holders Change %
-3.74%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
28
Increased
106
Reduced
97
Closed
32
Calls
$340K
Puts
–
Net Calls
+$340K
Net Calls Change
+$78K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.2M
2
LPL Financial
2
LPL Financial
California
$39.7M
3
BFG
3
Beacon Financial Group
Texas
$4.49M
4
UBS Group
4
UBS Group
Switzerland
$39.5M
5
Ameriprise
5
Ameriprise
Minnesota
$19.9M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$56.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$31.2M
4
VCS
4
Vaughan & Co Securities
New Jersey
$6.85M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$62.2M 2,416,516 +788,231 +48%
Morgan Stanley
2
Morgan Stanley
New York
$56.9M 2,210,672 -251,797 -10%
Creative Planning
3
Creative Planning
Kansas
$43.9M 1,707,186 +78,094 +5%
LPL Financial
4
LPL Financial
California
$39.7M 1,543,230 +178,375 +13%
UBS Group
5
UBS Group
Switzerland
$39.5M 1,534,717 +84,198 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$31.2M 1,212,317 -242,867 -17%
UCFA
7
United Capital Financial Advisors
Texas
$28.7M 1,113,307 +13,345 +1%
M&T Bank
8
M&T Bank
New York
$25.3M 982,432 +324 +0%
Ameriprise
9
Ameriprise
Minnesota
$19.9M 771,422 +82,934 +12%
Wells Fargo
10
Wells Fargo
California
$17.1M 665,062 -8,746 -1%
HNB
11
Huntington National Bank
Ohio
– – – –
AssetMark Inc
12
AssetMark Inc
California
$14.6M 568,435 -45,982 -7%
KeyBank National Association
13
KeyBank National Association
Ohio
$13.2M 513,857 -37,554 -7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.1M 509,536 -1,402 -0.3%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$11.1M 431,684 +34,852 +9%
EWMCB
16
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11.1M 430,557 -3,435 -0.8%
Osaic Holdings
17
Osaic Holdings
Arizona
$10.7M 416,711 +13,681 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$9.89M 384,017 +80,346 +26%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$9.3M 361,465 +36,637 +11%
KAS
20
Kestra Advisory Services
Texas
$8.66M 336,610 +41,293 +14%
DWM
21
Destination Wealth Management
California
$8.09M 314,360 +32,625 +12%
RJA
22
Raymond James & Associates
Florida
$7.3M 283,500 +1,995 +0.7%
DSCM
23
Del-Sette Capital Management
New York
$6.91M 268,244 -12,260 -4%
VCS
24
Vaughan & Co Securities
New Jersey
$6.85M 266,144 -231,504 -47%
B
25
Brightworth
Georgia
$6.04M 234,602 +5,940 +3%
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