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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

244 hedge funds and large institutions have $659M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
5.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
41
Increased
81
Reduced
86
Closed
31
Calls
$549K
Puts
–
Net Calls
+$549K
Net Calls Change
+$870K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.09M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.96M
3
KeyBank National Association
KeyBank National Association
Ohio
+$2.5M
4
LPL Financial
LPL Financial
California
+$1.95M
5
NB
NBT Bank
New York
+$1.37M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$9.38M
2
Bank of America
Bank of America
North Carolina
-$6.3M
3
CWM
Cornerstone Wealth Management
Missouri
-$6.17M
4
PAG
Private Advisor Group
New Jersey
-$5.9M
5
Morgan Stanley
Morgan Stanley
New York
-$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
251
Northern Trust
Illinois
– -$399K -13,445 Closed
AFP
252
Ausdal Financial Partners
Iowa
– -$389K -13,089 Closed
FIM
253
Fernwood Investment Management
Massachusetts
– -$236K -7,928 Closed
WPP
254
Whalerock Point Partners
Rhode Island
– -$234K -7,872 Closed
CBN
255
Cadence Bank NA
Texas
– -$232K -7,823 Closed
TCM
256
Traynor Capital Management
Pennsylvania
– -$229K -7,737 Closed
BW
257
Bison Wealth
Georgia
– -$228K -7,689 Closed
VFA
258
Voya Financial Advisors
Connecticut
– -$222K -7,489 Closed
Bank of New York Mellon
259
Bank of New York Mellon
New York
– -$221K -7,434 Closed
EWM
260
Evermay Wealth Management
Virginia
– -$219K -7,380 Closed
OC
261
Oarsman Capital
Wisconsin
– -$213K -7,167 Closed
WKWM
262
Walter & Keenan Wealth Management
Indiana
– -$208 -7,000 Closed
PAS
263
Partnervest Advisory Services
California
– -$201K -6,760 Closed
APP
264
Avantax Planning Partners
Iowa
– -$152K -5,102 Closed
AA
265
Ancora Advisors
Ohio
– -$121K -4,071 Closed
KJWM
266
Kiley Juergens Wealth Management
Washington
– -$95K -3,213 Closed
TIM
267
Tortoise Investment Management
New York
– -$89K -3,000 Closed
GP
268
Girard Partners
Pennsylvania
– -$81K -2,741 Closed
RMAM
269
Raab & Moskowitz Asset Management
New Jersey
– -$31K -1,077 Closed
SFM
270
Signet Financial Management
New Jersey
– -$28K -949 Closed
IP
271
Intellectus Partners
California
– -$27K -900 Closed
MWPCG
272
Measured Wealth Private Client Group
New Hampshire
– -$3K -105 Closed
Barclays
273
Barclays
United Kingdom
– -$1K -26 Closed
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