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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

241 hedge funds and large institutions have $575M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-22
Holders Change %
-8.37%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
70
Reduced
115
Closed
38
Calls
$239K
Puts
$6K
Net Calls
+$233K
Net Calls Change
+$244K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.8M
2
PPW
Parcion Private Wealth
Washington
+$2.98M
3
M&T Bank
M&T Bank
New York
+$2.97M
4
HA
HC Advisors
Georgia
+$2.64M
5
PPP
Private Portfolio Partners
New Jersey
+$1.82M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$20.5M
2
Bank of America
Bank of America
North Carolina
-$15.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.81M
4
Morgan Stanley
Morgan Stanley
New York
-$4.95M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$12K +$82 +4 +0.7%
CB
227
CNB Bank
Pennsylvania
$12K +$12K +582 New
CFO
228
CVA Family Office
Colorado
$11K -$290K -13,170 -96%
PB
229
Pinnacle Bancorp
Nebraska
$10K – – –
FFW
230
Fusion Family Wealth
New York
$10K – – –
Simplex Trading
231
Simplex Trading
Illinois
$6K +$6K +315 New
TFGT
232
TS Financial Group (TSFG)
Illinois
$5K +$43 +2 +0.9%
CAL
233
Capital Advisors Ltd
Ohio
$4K -$53K -2,464 -93%
RCA
234
Ranch Capital Advisors
Florida
$4K -$33K -1,475 -89%
EAM
235
Eukles Asset Management
Ohio
$4K – – –
CFA
236
Carroll Financial Associates
North Carolina
$3K – – –
WCG
237
Weaver Consulting Group
California
$2K – – –
WR
238
Watson Rebecca
$2K +$2K +91 New
NL
239
NVWM LLC
Pennsylvania
$1K – – –
LWM
240
Liberty Wealth Management
California
$1K +$1K +25 New
PA
241
Parallel Advisors
California
$1K +$1K +49 New
AF
242
Apexium Financial
Texas
– -$575K -31,888 Closed
WP
243
WealthPLAN Partners
Nebraska
– -$568K -31,328 Closed
BA
244
Bristlecone Advisors
Washington
– -$437K -24,237 Closed
1WA
245
180 Wealth Advisors
Washington
– -$396K -23,222 Closed
MHS
246
M Holdings Securities
Oregon
– -$354K -19,627 Closed
TSS
247
Two Sigma Securities
New York
– -$310K -17,177 Closed
Renaissance Technologies
248
Renaissance Technologies
New York
– -$268K -14,900 Closed
AW
249
ACG Wealth
Georgia
– -$198K -10,984 Closed
TFS
250
Thoroughbred Financial Services
Tennessee
– -$191K -10,617 Closed
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