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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

319 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+9
Holders Change %
+2.9%
% of All Funds
4.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
38
Increased
102
Reduced
121
Closed
19
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$1.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
PCG
Prosperity Consulting Group
Maryland
+$8.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
5
M&T Bank
M&T Bank
New York
+$2.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$66.9M
2
HNB
Huntington National Bank
Ohio
-$17.2M
3
IWM
IHT Wealth Management
Illinois
-$7.67M
4
MWM
Meridian Wealth Management
Kentucky
-$4.4M
5
UCFA
United Capital Financial Advisors
Texas
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$77.2M +$15.6M +477,246 +25%
Morgan Stanley
2
Morgan Stanley
New York
$72.6M -$66.9M -2,047,032 -48%
UBS Group
3
UBS Group
Switzerland
$63.1M +$1.43M +43,769 +2%
LPL Financial
4
LPL Financial
California
$53.7M -$2.89M -88,524 -5%
Creative Planning
5
Creative Planning
Kansas
$49.6M -$1.82M -55,781 -4%
M&T Bank
6
M&T Bank
New York
$37.9M +$2.8M +85,624 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$29.6M -$37.9K -1,159 -0.1%
Wells Fargo
8
Wells Fargo
California
$28.1M +$1.6M +48,887 +6%
Ameriprise
9
Ameriprise
Minnesota
$23.5M +$272K +8,313 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$21.3M +$1.7M +51,922 +9%
KeyBank National Association
11
KeyBank National Association
Ohio
$20.8M -$46.8K -1,433 -0.2%
HNB
12
Huntington National Bank
Ohio
$17.1M -$17.2M – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$14.6M -$2.65M -81,101 -15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$12.5M -$323K -9,878 -3%
AssetMark Inc
15
AssetMark Inc
California
$11.5M +$805K +24,626 +7%
Corient Private Wealth
16
Corient Private Wealth
Florida
$11.2M +$28.8K +880 +0.3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$10.7M +$1.06M +32,461 +11%
RJA
18
Raymond James & Associates
Florida
$10.5M -$51.8K -1,585 -0.5%
DWM
19
Destination Wealth Management
California
$10.3M -$82.7K -2,531 -0.8%
KAS
20
Kestra Advisory Services
Texas
$10.1M -$78K -2,387 -0.8%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$8.8M +$5.05M +154,546 +135%
Truist Financial
22
Truist Financial
North Carolina
$8.71M +$580K +17,735 +7%
PCG
23
Prosperity Consulting Group
Maryland
$8.71M +$8.71M +266,383 New
Baird Financial Group
24
Baird Financial Group
Wisconsin
$8.43M +$165K +5,039 +2%
CICC
25
Capital Investment Counsel (Colorado)
Colorado
$8.31M +$2.76M +84,460 +50%
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