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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

237 hedge funds and large institutions have $826M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
5.43%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
26
Increased
96
Reduced
70
Closed
22
Calls
$458K
Puts
$779K
Net Calls
-$321K
Net Calls Change
-$760K

Top Buyers

1
FMLI
Fukoku Mutual Life Insurance
Japan
+$8.91M
2
PAG
Private Advisor Group
New Jersey
+$8.71M
3
LPL Financial
LPL Financial
California
+$5.06M
4
Jane Street
Jane Street
New York
+$3.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.44M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$29.9M
2
HNB
Huntington National Bank
Ohio
-$8.38M
3
SIA
Starfire Investment Advisers
Michigan
-$2.51M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
226
Whitnell & Co
Illinois
$7K – – –
CFN
227
Cordasco Financial Network
Florida
$7K +$7K +221 New
CFA
228
Carroll Financial Associates
North Carolina
$5K -$13.2K -450 -72%
ACM
229
Aviance Capital Management
Florida
$5K +$5K +177 New
AIP
230
Ameritas Investment Partners
Nebraska
$3K +$23 +1 +0.8%
MWPCG
231
Measured Wealth Private Client Group
New Hampshire
$3K +$3K +105 New
BlackRock
232
BlackRock
New York
$2K +$1.28K +51 +176%
Barclays
233
Barclays
United Kingdom
$1K -$1K -26 -50%
CF
234
Centaurus Financial
California
$414 -$641K -21,663 -100%
WKWM
235
Walter & Keenan Wealth Management
Indiana
$208 -$89 -3,000 -30%
JFA
236
JNBA Financial Advisors
Minnesota
– -$521K -17,567 Closed
Citadel Advisors
237
Citadel Advisors
Florida
– -$487K -16,413 Closed
FNBT
238
FineMark National Bank & Trust
Florida
– -$431K -14,550 Closed
LNC
239
Lincoln National Corp
Pennsylvania
– -$323K -10,896 Closed
FAAS
240
First Allied Advisory Services
California
– -$300K -10,139 Closed
LIA
241
LBMC Investment Advisors
Tennessee
– -$276K -9,300 Closed
JIC
242
Johnson Investment Counsel
Ohio
– -$231K -7,819 Closed
HHGA
243
Halbert Hargrove Global Advisors
California
– -$231K -7,790 Closed
EWF
244
Epstein & White Financial
California
– -$223K -7,523 Closed
HCA
245
Harbour Capital Advisors
Virginia
– -$205K -6,870 Closed
AWA
246
Acorn Wealth Advisors
Michigan
– -$107K -3,607 Closed
SEI Investments
247
SEI Investments
Pennsylvania
– -$61K -2,042 Closed
KCPG
248
Kavar Capital Partners Group
Kansas
– -$53K -1,800 Closed
VCM
249
Vigilant Capital Management
Maine
– -$44K -1,500 Closed
PCP
250
Proficio Capital Partners
Massachusetts
– -$36K -1,200 Closed
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