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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

293 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.

Holders
293
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
97
Reduced
112
Closed
14
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
-$1.05M

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$8.37M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$4.45M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.2M
5
Bank of America
5
Bank of America
North Carolina
$52.2M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$291K
2
HNB
2
Huntington National Bank
Ohio
$15.8M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$6.69M
4
Creative Planning
4
Creative Planning
Kansas
$45.1M
5
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.7M 2,116,582 -96,695 -4%
Bank of America
2
Bank of America
North Carolina
$52.2M 1,850,864 +63,474 +4%
UBS Group
3
UBS Group
Switzerland
$51.5M 1,826,611 +2,107 +0.1%
LPL Financial
4
LPL Financial
California
$49.5M 1,755,433 -18,101 -1%
Creative Planning
5
Creative Planning
Kansas
$45.1M 1,598,677 -141,126 -8%
UCFA
6
United Capital Financial Advisors
Texas
$32M 1,134,829 -10,603 -0.9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$27.6M 977,817 -43,525 -4%
M&T Bank
8
M&T Bank
New York
$26.6M 941,603 +10,990 +1%
Ameriprise
9
Ameriprise
Minnesota
$19.6M 693,154 -41,585 -6%
Wells Fargo
10
Wells Fargo
California
$17.7M 627,946 +44,319 +8%
KeyBank National Association
11
KeyBank National Association
Ohio
$17.6M 622,562 -15,732 -2%
HNB
12
Huntington National Bank
Ohio
– – – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$15.2M 539,229 +83,126 +18%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$14.4M 511,786 +44,112 +9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$11.2M 398,555 +5,408 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$10.4M 367,507 -22,204 -6%
AssetMark Inc
17
AssetMark Inc
California
$9.76M 346,104 -4,722 -1%
Corient Private Wealth
18
Corient Private Wealth
Florida
$9.56M 338,860 +57,166 +20%
DWM
19
Destination Wealth Management
California
$9.32M 330,377 +4,540 +1%
RJA
20
Raymond James & Associates
Florida
$9.18M 325,500 +6,070 +2%
KAS
21
Kestra Advisory Services
Texas
$8.99M 318,953 +32,657 +11%
IWM
22
IHT Wealth Management
Illinois
$8.37M 296,803 +244,306 +465%
EWMCB
23
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.11M 287,741 -114,693 -28%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$6.84M 242,497 +47,916 +25%
Truist Financial
25
Truist Financial
North Carolina
$6.7M 237,525 +2,635 +1%
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