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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

251 hedge funds and large institutions have $782M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
33
Increased
106
Reduced
64
Closed
25
Calls
$584K
Puts
–
Net Calls
+$584K
Net Calls Change
+$35K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.4M
2
MWM
Merriman Wealth Management
Washington
+$10.1M
3
Ameriprise
Ameriprise
Minnesota
+$4.66M
4
RJA
Raymond James & Associates
Florida
+$4.1M
5
KeyBank National Association
KeyBank National Association
Ohio
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.96M
3
SAM
Smithbridge Asset Management
Pennsylvania
-$2.83M
4
FAM
Formidable Asset Management
Ohio
-$2.64M
5
M&T Bank
M&T Bank
New York
-$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
226
Alpha Omega Wealth Management
Virginia
$17K +$17K +625 New
KL
227
KWMG LLC
Kansas
$14K – – –
FFW
228
Fusion Family Wealth
New York
$14K – – –
CF
229
Centaurus Financial
California
$14K +$1.6K +44 +13%
WC
230
Whitnell & Co
Illinois
$13K – – –
PB
231
Pinnacle Bancorp
Nebraska
$12K – – –
EK
232
Evensky & Katz
Florida
$12K +$12K +446 New
HCM
233
Highlander Capital Management
New Jersey
$10K – – –
WCM
234
Wealthcare Capital Management
Virginia
$9K – – –
CFA
235
Carroll Financial Associates
North Carolina
$9K +$4.42K +165 +96%
RIA
236
Realta Investment Advisors
Delaware
$9K +$9K +330 New
JPLA
237
Joseph P. Lucia & Associates
New York
$8.33K +$8.33K +235,507 New
RBC
238
Roble Belko & Company
Pennsylvania
$8K +$8K +292 New
LPWM
239
Lake Point Wealth Management
Texas
$7K -$348K -12,141 -98%
EAM
240
Eukles Asset Management
Ohio
$6K – – –
CFN
241
Cordasco Financial Network
Florida
$6K – – –
TFGT
242
TS Financial Group (TSFG)
Illinois
$6K +$6K +224 New
AF
243
Allworth Financial
California
$4K +$4K +147 New
BFG
244
Beacon Financial Group
Texas
$3.33K +$69 +2,507 +2%
AIP
245
Ameritas Investment Partners
Nebraska
$3K – – –
Barclays
246
Barclays
United Kingdom
$3K +$3K +105 New
WCG
247
Weaver Consulting Group
California
$3K +$3K +105 New
TFS
248
TrustCore Financial Services
Tennessee
$2K – – –
BlackRock
249
BlackRock
New York
$1K -$600 -30 -38%
CT
250
Clearstead Trust
Maine
$1K – – –
7 8 9
10
11