DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

246 hedge funds and large institutions have $790M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-5
Holders Change %
-1.99%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
21
Increased
97
Reduced
79
Closed
22
Calls
$407K
Puts
$317K
Net Calls
+$90K
Net Calls Change
-$494K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$16.1M
2
Bank of America
Bank of America
North Carolina
+$8.15M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.08M
5
FAM
Formidable Asset Management
Ohio
+$2.72M

Top Sellers

1
LPL Financial
LPL Financial
California
-$14.6M
2
MWM
Merriman Wealth Management
Washington
-$10.1M
3
HNB
Huntington National Bank
Ohio
-$7.93M
4
JPLA
Joseph P. Lucia & Associates
New York
-$6.16M
5
GFPC
Global Financial Private Capital
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Community Bank
New York
$24K +$24K +900 New
JHCP
227
Jackson Hole Capital Partners
Oklahoma
$19K – – –
EFSCE
228
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
AOWM
229
Alpha Omega Wealth Management
Virginia
$17K – – –
FFW
230
Fusion Family Wealth
New York
$13K – – –
WC
231
Whitnell & Co
Illinois
$13K – – –
PB
232
Pinnacle Bancorp
Nebraska
$12K – – –
EK
233
Evensky & Katz
Florida
$12K +$54 +2 +0.4%
HCM
234
Highlander Capital Management
New Jersey
$10K – – –
WCM
235
Wealthcare Capital Management
Virginia
$9K – – –
SIM
236
Sonora Investment Management
Arizona
$8K +$8K +306 New
LPWM
237
Lake Point Wealth Management
Texas
$7K – – –
CFN
238
Cordasco Financial Network
Florida
$6K – – –
EAM
239
Eukles Asset Management
Ohio
$6K – – –
TFGT
240
TS Financial Group (TSFG)
Illinois
$6K +$53 +2 +0.9%
RIA
241
Realta Investment Advisors
Delaware
$4K -$4.8K -180 -55%
CFA
242
Carroll Financial Associates
North Carolina
$4K -$3.86K -165 -49%
WCG
243
Weaver Consulting Group
California
$3K – – –
TFS
244
TrustCore Financial Services
Tennessee
$2K – – –
BlackRock
245
BlackRock
New York
$1K – – –
CT
246
Clearstead Trust
Maine
$1K – – –
MWM
247
Merriman Wealth Management
Washington
– -$10.1M -367,078 Closed
GFPC
248
Global Financial Private Capital
Florida
– -$1.78M -64,517 Closed
TF
249
TIAA FSB
Florida
– -$385K -13,967 Closed
AWS
250
AJ Wealth Strategies
New York
– -$231K -8,404 Closed
7 8 9
10
11