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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

233 hedge funds and large institutions have $732M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+7
Holders Change %
+3.1%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
27
Increased
92
Reduced
75
Closed
17
Calls
$912K
Puts
$216K
Net Calls
+$696K
Net Calls Change
+$249K

Top Buyers

1
SIA
Starfire Investment Advisers
Michigan
+$8.95M
2
LPL Financial
LPL Financial
California
+$3.69M
3
CRC
Curi RMB Capital
Illinois
+$2.94M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.37M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.26M

Top Sellers

1
DWM
Destination Wealth Management
California
-$30.4M
2
SWM
SVA Wealth Management
Wisconsin
-$13.8M
3
Bank of America
Bank of America
North Carolina
-$13.2M
4
HNB
Huntington National Bank
Ohio
-$8.64M
5
Morgan Stanley
Morgan Stanley
New York
-$7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
226
First Command Bank
Texas
$11.9K +$6.47K +236 +118%
HCM
227
Highlander Capital Management
New Jersey
$10K – – –
WCM
228
Wealthcare Capital Management
Virginia
$9K – – –
RWP
229
RWA Wealth Partners
Massachusetts
$6K +$6K +231 New
ACM
230
Aviance Capital Management
Florida
$5K – – –
AIP
231
Ameritas Investment Partners
Nebraska
$3K – – –
VCM
232
Virtue Capital Management
Tennessee
$2K -$5.91K -186 -75%
BlackRock
233
BlackRock
New York
$1K -$172 -5 -15%
FAM
234
Formidable Asset Management
Ohio
– -$1.37M -46,972 Closed
SB
235
Suntrust Banks
Georgia
– -$1.17M -40,380 Closed
NWP
236
Northstar Wealth Partners
Connecticut
– -$1.14M -39,069 Closed
MHS
237
M Holdings Securities
Oregon
– -$1.07M -36,979 Closed
FIM
238
Freedom Investment Management
Connecticut
– -$651K -22,413 Closed
I
239
IberiaBank
Louisiana
– -$313K -10,841 Closed
BSW
240
Buckingham Strategic Wealth
Missouri
– -$216K -7,443 Closed
TWM
241
Titus Wealth Management
California
– -$214K -7,368 Closed
EWM
242
Evercore Wealth Management
New York
– -$138K -4,749 Closed
KJWM
243
Kiley Juergens Wealth Management
Washington
– -$68K -2,361 Closed
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
– -$34.9K -1,200 Closed
CA
245
Calton & Associates
Florida
– -$16K -545 Closed
KPCM
246
Kings Point Capital Management
New York
– -$11K -393 Closed
PWM
247
Paulson Wealth Management
Illinois
– -$9K -300 Closed
FGC
248
Financial Gravity Companies
Texas
– -$8K -279 Closed
CT
249
Clearstead Trust
Maine
– -$6K -195 Closed
GAM
250
Gemmer Asset Management
California
– -$3K -90 Closed
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