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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

235 hedge funds and large institutions have $784M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
25
Increased
91
Reduced
75
Closed
21
Calls
$655K
Puts
$216K
Net Calls
+$439K
Net Calls Change
-$257K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12.1M
2
DWM
Destination Wealth Management
California
+$8.34M
3
SWM
SVA Wealth Management
Wisconsin
+$4.5M
4
SMG
Smart Money Group
Texas
+$3.56M
5
FCI
Financial Counselors Inc
Kansas
+$2.98M

Top Sellers

1
PP
Palladium Partners
Virginia
-$12.9M
2
HNB
Huntington National Bank
Ohio
-$7.49M
3
Wells Fargo
Wells Fargo
California
-$6.47M
4
Morgan Stanley
Morgan Stanley
New York
-$4.86M
5
CAI
Capital Advisors Inc
Oklahoma
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KL
226
KWMG LLC
Kansas
$8K +$8K +267 New
WC
227
Whitnell & Co
Illinois
$7K -$135K -4,715 -95%
BCA
228
Bay Colony Advisors
Massachusetts
$6K +$6K +192 New
LA
229
Legacy Advisors
Pennsylvania
$6K +$6K +200 New
AIP
230
Ameritas Investment Partners
Nebraska
$3K +$23 +1 +0.8%
Barclays
231
Barclays
United Kingdom
$2K -$14.8K -385 -88%
Simplex Trading
232
Simplex Trading
Illinois
$2K +$2K +90 New
NA
233
NewEdge Advisors
Louisiana
$1.37K +$687 +23,069 +100%
BlackRock
234
BlackRock
New York
$1K – – –
CT
235
Clearstead Trust
Maine
$1K +$1K +21 New
CAI
236
Capital Advisors Inc
Oklahoma
– -$3.9M -142,150 Closed
Deutsche Bank
237
Deutsche Bank
Germany
– -$2.26M -82,300 Closed
VC
238
Vestor Capital
Illinois
– -$1.8M -65,680 Closed
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
– -$1.72M -62,807 Closed
CAN
240
Cetera Advisor Networks
California
– -$973K -35,398 Closed
MA
241
Mutual Advisors
Nebraska
– -$730K -26,636 Closed
Renaissance Technologies
242
Renaissance Technologies
New York
– -$348K -12,700 Closed
IAA
243
Ironsides Asset Advisors
North Carolina
– -$332K -12,125 Closed
TW
244
Transform Wealth
Colorado
– -$279K -10,185 Closed
NFG
245
Next Financial Group
Texas
– -$244K -8,894 Closed
VF
246
Virtu Financial
New York
– -$235K -8,559 Closed
GLA
247
Good Life Advisors
Pennsylvania
– -$207K -7,713 Closed
GT
248
Glenmede Trust
Pennsylvania
– -$178K -6,150 Closed
APP
249
Avantax Planning Partners
Iowa
– -$160K -5,835 Closed
IWM
250
IHT Wealth Management
Illinois
– -$54K -2,025 Closed
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