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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $830M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 83 reducing their positions, and 22 closing their positions.

Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
39
Increased
114
Reduced
83
Closed
22
Calls
$347K
Puts
$574K
Net Calls
-$227K
Net Calls Change
-$567K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.29M
2
Bank of America
2
Bank of America
North Carolina
$74.7M
3
LPL Financial
3
LPL Financial
California
$49.8M
4
UBS Group
4
UBS Group
Switzerland
$49.1M
5
GW
5
GW & Wade
Massachusetts
$4.83M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$11.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29.9M
3
VCS
3
Vaughan & Co Securities
New Jersey
$3.5M
4
RIA
4
RPG Investment Advisory
California
$0
5
Ameriprise
5
Ameriprise
Minnesota
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$74.7M 2,626,193 +209,677 +9%
Morgan Stanley
2
Morgan Stanley
New York
$63.7M 2,239,541 +28,869 +1%
LPL Financial
3
LPL Financial
California
$49.8M 1,752,167 +208,937 +14%
UBS Group
4
UBS Group
Switzerland
$49.1M 1,726,100 +191,383 +12%
Creative Planning
5
Creative Planning
Kansas
$49M 1,722,803 +15,617 +0.9%
UCFA
6
United Capital Financial Advisors
Texas
$32.2M 1,131,017 +17,710 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$29.9M 1,050,064 -162,253 -13%
M&T Bank
8
M&T Bank
New York
$26.3M 926,196 -56,236 -6%
Ameriprise
9
Ameriprise
Minnesota
$19.9M 699,092 -72,330 -9%
HNB
10
Huntington National Bank
Ohio
– – – –
Wells Fargo
11
Wells Fargo
California
$17.9M 628,011 -37,051 -6%
KeyBank National Association
12
KeyBank National Association
Ohio
$17.4M 610,697 +96,840 +19%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$14.6M 513,578 +81,894 +19%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$14.5M 511,090 +1,554 +0.3%
Osaic Holdings
15
Osaic Holdings
Arizona
$12.2M 428,951 +12,240 +3%
EWMCB
16
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$12.1M 426,410 -4,147 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$11.6M 407,744 +23,727 +6%
AssetMark Inc
18
AssetMark Inc
California
$11.4M 399,954 -168,481 -30%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.4M 399,820 +38,355 +11%
DWM
20
Destination Wealth Management
California
$8.58M 301,821 -12,539 -4%
KAS
21
Kestra Advisory Services
Texas
$8.35M 293,522 -43,088 -13%
RJA
22
Raymond James & Associates
Florida
$8.19M 287,941 +4,441 +2%
DSCM
23
Del-Sette Capital Management
New York
$7.37M 259,076 -9,168 -3%
Corient Private Wealth
24
Corient Private Wealth
Florida
$7.29M 256,485 +256,485 New
Stifel Financial
25
Stifel Financial
Missouri
$4.98M 175,254 +69,607 +66%
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