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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

235 hedge funds and large institutions have $784M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
25
Increased
91
Reduced
75
Closed
21
Calls
$655K
Puts
$216K
Net Calls
+$439K
Net Calls Change
-$257K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12.1M
2
DWM
Destination Wealth Management
California
+$8.34M
3
SWM
SVA Wealth Management
Wisconsin
+$4.5M
4
SMG
Smart Money Group
Texas
+$3.56M
5
FCI
Financial Counselors Inc
Kansas
+$2.98M

Top Sellers

1
PP
Palladium Partners
Virginia
-$12.9M
2
HNB
Huntington National Bank
Ohio
-$7.49M
3
Wells Fargo
Wells Fargo
California
-$6.47M
4
Morgan Stanley
Morgan Stanley
New York
-$4.86M
5
CAI
Capital Advisors Inc
Oklahoma
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
251
Perigon Wealth Management
California
– -$45K -1,644 Closed
WDL
252
Well Done LLC
Michigan
– -$30K -1,095 Closed
YWP
253
YorkBridge Wealth Partners
New York
– -$21K -750 Closed
RWP
254
RWA Wealth Partners
Massachusetts
– -$6K -231 Closed
ACM
255
Aviance Capital Management
Florida
– -$5K -177 Closed
VCM
256
Virtue Capital Management
Tennessee
– -$2K -63 Closed
7 8 9 10
11