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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

263 hedge funds and large institutions have $532M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-29
Holders Change %
-9.93%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
30
Increased
75
Reduced
118
Closed
53
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$330K

Top Buyers

1
M&T Bank
M&T Bank
New York
+$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.6M
3
AssetMark Inc
AssetMark Inc
California
+$4.51M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.79M
5
Creative Planning
Creative Planning
Kansas
+$3.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CWM
Connecticut Wealth Management
Connecticut
-$7.7M
3
HNB
Huntington National Bank
Ohio
-$5.61M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$4.99M
5
SHA
Seneca House Advisors
Virginia
-$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
226
Private Capital Group
Connecticut
$28K -$29.4K -1,625 -51%
Deutsche Bank
227
Deutsche Bank
Germany
$27K +$27K +1,515 New
PP
228
PrairieView Partners
Minnesota
$25K +$25K +1,398 New
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$24K -$12.7K -700 -35%
SBL
230
Sargent Bickham Lagudis
Colorado
$23K -$19.5K -1,070 -46%
QCG
231
Quadrant Capital Group
Ohio
$23K +$8.04K +456 +54%
S
232
SignatureFD
Georgia
$21K – – –
AIC
233
Ameritas Investment Company
Nebraska
$19K +$3.64K +201 +24%
CAN
234
Claraphi Advisory Network
United States
$19K +$19K +1,080 New
LFG
235
LifePlan Financial Group
Ohio
$17K – – –
MWC
236
MBM Wealth Consultants
Missouri
$17K – – –
US Bancorp
237
US Bancorp
Minnesota
$16K -$65.1K -3,671 -80%
CB
238
Community Bank
New York
$16K – – –
BWM
239
Baystate Wealth Management
Massachusetts
$15K +$55 +3 +0.4%
ABC
240
Associated Banc-Corp
Wisconsin
$14K +$14K +781 New
EFSCE
241
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
AIP
242
Ameritas Investment Partners
Nebraska
$11K +$11K +611 New
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$10K -$5.52K -322 -36%
FFW
244
Fusion Family Wealth
New York
$9K – – –
PB
245
Pinnacle Bancorp
Nebraska
$8K – – –
WCM
246
Wealthcare Capital Management
Virginia
$6K – – –
VCP
247
Verus Capital Partners
Arizona
$6K +$17 +1 +0.3%
CFN
248
Cordasco Financial Network
Florida
$4K – – –
EAM
249
Eukles Asset Management
Ohio
$4K – – –
TFGT
250
TS Financial Group (TSFG)
Illinois
$4K +$17 +1 +0.4%
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10
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