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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

322 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.

Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
101
Reduced
137
Closed
18
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
-$1.37M

Top Buyers

1
MWM
1
Meridian Wealth Management
Kentucky
$4.27M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.99M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.14M
4
FTUS
4
Flow Traders U.S.
New York
$1.82M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.9M

Top Sellers

1
CICC
1
Capital Investment Counsel (Colorado)
Colorado
$486K
2
Bank of America
2
Bank of America
North Carolina
$66.8M
3
UCFA
3
United Capital Financial Advisors
Texas
$553K
4
AssetMark Inc
4
AssetMark Inc
California
$7.53M
5
UBS Group
5
UBS Group
Switzerland
$56.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$68.4M 2,195,822 -26,374 -1%
Bank of America
2
Bank of America
North Carolina
$66.8M 2,145,736 -218,025 -9%
UBS Group
3
UBS Group
Switzerland
$56.9M 1,825,802 -103,986 -5%
LPL Financial
4
LPL Financial
California
$51.2M 1,645,193 +2,527 +0.2%
Creative Planning
5
Creative Planning
Kansas
$46.9M 1,506,548 -10,892 -0.7%
M&T Bank
6
M&T Bank
New York
$37M 1,188,964 +30,477 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$27M 867,560 -39,415 -4%
Wells Fargo
8
Wells Fargo
California
$26.6M 853,260 -5,803 -0.7%
Ameriprise
9
Ameriprise
Minnesota
$23.2M 743,267 +22,687 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$20.7M 664,236 +13,406 +2%
KeyBank National Association
11
KeyBank National Association
Ohio
$19.6M 629,699 -7,727 -1%
HNB
12
Huntington National Bank
Ohio
– – – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$13.9M 447,539 +221 +0%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$11.3M 361,416 -21,938 -6%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$11.2M 359,347 +32,361 +10%
Corient Private Wealth
16
Corient Private Wealth
Florida
$10.6M 341,107 -1,283 -0.4%
RJA
17
Raymond James & Associates
Florida
$10.6M 340,048 +18,337 +6%
KAS
18
Kestra Advisory Services
Texas
$10M 321,346 +12,815 +4%
DWM
19
Destination Wealth Management
California
$10M 321,144 +5,437 +2%
Truist Financial
20
Truist Financial
North Carolina
$8.72M 279,967 +13,347 +5%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$7.91M 253,865 -3,956 -2%
AssetMark Inc
22
AssetMark Inc
California
$7.53M 241,602 -111,641 -32%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$7.46M 239,585 -29,634 -11%
PCG
24
Prosperity Consulting Group
Maryland
$6.99M 224,481 -41,902 -16%
Stifel Financial
25
Stifel Financial
Missouri
$6.89M 221,287 +2,878 +1%
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