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WisdomTree US SmallCap Dividend Fund

294 hedge funds and large institutions have $841M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 22 closing their positions.

Holders
294
Holders Change
Holders Change %
0%
% of All Funds
4.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
105
Reduced
101
Closed
22
Calls
$271K
Puts
Net Calls
+$271K
Net Calls Change
+$498K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$79.9M 2,798,049 +171,856 +7%
Morgan Stanley
2
Morgan Stanley
New York
$64.2M 2,248,237 +8,696 +0.4%
UBS Group
3
UBS Group
Switzerland
$49.1M 1,718,856 -7,244 -0.4%
Creative Planning
4
Creative Planning
Kansas
$48.4M 1,696,303 -26,500 -2%
LPL Financial
5
LPL Financial
California
$47.8M 1,673,027 -79,140 -5%
UCFA
6
United Capital Financial Advisors
Texas
$32.4M 1,134,538 +3,521 +0.3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$30.2M 1,057,353 +7,289 +0.7%
M&T Bank
8
M&T Bank
New York
$25.8M 903,056 -23,140 -2%
Ameriprise
9
Ameriprise
Minnesota
$21.1M 737,582 +38,490 +6%
HNB
10
Huntington National Bank
Ohio
KeyBank National Association
11
KeyBank National Association
Ohio
$17.9M 626,350 +15,653 +3%
Wells Fargo
12
Wells Fargo
California
$17.7M 620,458 -7,553 -1%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$16.1M 564,838 +51,260 +10%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$13M 454,889 +47,145 +12%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$12.8M 447,450 +47,630 +12%
EWMCB
16
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$12.1M 423,086 -3,324 -0.8%
Osaic Holdings
17
Osaic Holdings
Arizona
$12M 422,036 -6,915 -2%
AssetMark Inc
18
AssetMark Inc
California
$9.84M 344,427 -55,527 -14%
DWM
19
Destination Wealth Management
California
$8.74M 306,016 +4,195 +1%
RJA
20
Raymond James & Associates
Florida
$8.72M 305,168 +17,227 +6%
KAS
21
Kestra Advisory Services
Texas
$8.41M 294,376 +854 +0.3%
Corient Private Wealth
22
Corient Private Wealth
Florida
$7.82M 273,816 +17,331 +7%
BW
23
BIP Wealth
Georgia
$7.12M 249,214 +249,214 New
DSCM
24
Del-Sette Capital Management
New York
$6.56M 229,640 -29,436 -11%
Truist Financial
25
Truist Financial
North Carolina
$5.86M 205,018 +80,262 +64%