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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

294 hedge funds and large institutions have $839M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
–
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
110
Reduced
108
Closed
17
Calls
$1.47M
Puts
–
Net Calls
+$1.47M
Net Calls Change
+$1.2M

Top Buyers

1
BTI
Blue Trust Inc
Georgia
+$3.1M
2
UBS Group
UBS Group
Switzerland
+$3.04M
3
LPL Financial
LPL Financial
California
+$2.89M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.5M
5
OPS
Orion Portfolio Solutions
Nebraska
+$2.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29.1M
2
HNB
Huntington National Bank
Ohio
-$18.4M
3
GW
GW & Wade
Massachusetts
-$4.63M
4
DSCM
Del-Sette Capital Management
New York
-$3.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.7M -$1.01M -34,960 -2%
UBS Group
2
UBS Group
Switzerland
$52.5M +$3.04M +105,648 +6%
Bank of America
3
Bank of America
North Carolina
$51.5M -$29.1M -1,010,659 -36%
LPL Financial
4
LPL Financial
California
$51.1M +$2.89M +100,507 +6%
Creative Planning
5
Creative Planning
Kansas
$50.1M +$1.25M +43,500 +3%
UCFA
6
United Capital Financial Advisors
Texas
$33M +$314K +10,894 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$29.4M -$1.04M -36,011 -3%
M&T Bank
8
M&T Bank
New York
$26.8M +$793K +27,557 +3%
Ameriprise
9
Ameriprise
Minnesota
$21.3M -$82.4K -2,843 -0.4%
KeyBank National Association
10
KeyBank National Association
Ohio
$18.4M +$344K +11,944 +2%
HNB
11
Huntington National Bank
Ohio
$17.8M -$18.4M – –
Baird Financial Group
12
Baird Financial Group
Wisconsin
$16.8M +$570K +19,782 +4%
Wells Fargo
13
Wells Fargo
California
$16.8M -$1.06M -36,831 -6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$13.5M +$368K +12,785 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13.1M +$249K +8,653 +2%
EWMCB
16
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11.6M -$595K -20,652 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$11.3M -$1.55M -53,996 -12%
Osaic Holdings
18
Osaic Holdings
Arizona
$11.2M -$931K -32,325 -8%
AssetMark Inc
19
AssetMark Inc
California
$10.1M +$184K +6,399 +2%
DWM
20
Destination Wealth Management
California
$9.38M +$571K +19,821 +6%
RJA
21
Raymond James & Associates
Florida
$9.2M +$411K +14,262 +5%
KAS
22
Kestra Advisory Services
Texas
$8.24M -$233K -8,080 -3%
Corient Private Wealth
23
Corient Private Wealth
Florida
$8.11M +$227K +7,878 +3%
BW
24
BIP Wealth
Georgia
$7.18M +$7.37K +256 +0.1%
Truist Financial
25
Truist Financial
North Carolina
$6.76M +$860K +29,872 +15%
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