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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

251 hedge funds and large institutions have $782M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
33
Increased
106
Reduced
64
Closed
25
Calls
$584K
Puts
–
Net Calls
+$584K
Net Calls Change
+$35K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.4M
2
MWM
Merriman Wealth Management
Washington
+$10.1M
3
Ameriprise
Ameriprise
Minnesota
+$4.66M
4
RJA
Raymond James & Associates
Florida
+$4.1M
5
KeyBank National Association
KeyBank National Association
Ohio
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.96M
3
SAM
Smithbridge Asset Management
Pennsylvania
-$2.83M
4
FAM
Formidable Asset Management
Ohio
-$2.64M
5
M&T Bank
M&T Bank
New York
-$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
251
Titus Wealth Management
California
$458 +$187 +6,791 +69%
Citadel Advisors
252
Citadel Advisors
Florida
– -$2.96M -120,850 Closed
SAM
253
Smithbridge Asset Management
Pennsylvania
– -$2.83M -115,264 Closed
FAM
254
Formidable Asset Management
Ohio
– -$2.64M -107,579 Closed
CCP
255
Cardan Capital Partners
Colorado
– -$1.89M -77,179 Closed
Deutsche Bank
256
Deutsche Bank
Germany
– -$1.18M -48,000 Closed
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
– -$1.13M -45,975 Closed
CA
258
Cetera Advisors
Colorado
– -$697K -28,308 Closed
CCM
259
Canal Capital Management
Virginia
– -$307K -12,496 Closed
NFG
260
Next Financial Group
Texas
– -$297K -12,126 Closed
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
– -$297K -12,099 Closed
LFAS
262
Level Four Advisory Services
Texas
– -$226K -9,207 Closed
AIC
263
Ameritas Investment Company
Nebraska
– -$184K -7,493 Closed
NWM
264
Northwest Wealth Management
Iowa
– -$78K -3,198 Closed
W
265
WealthOne
New York
– -$64K -2,593 Closed
MOS
266
MGO One Seven
Ohio
– -$53K -2,196 Closed
SWP
267
Strategic Wealth Partners
Ohio
– -$57K -2,086 Closed
WDL
268
Well Done LLC
Michigan
– -$47K -1,933 Closed
CC
269
Claybrook Capital
Massachusetts
– -$47K -1,933 Closed
WTC
270
WhitTier Trust Company
Nevada
– -$34K -1,400 Closed
EWA
271
ERTS Wealth Advisors
Michigan
– -$22K -903 Closed
MWA
272
Meridian Wealth Advisors
Texas
– -$16K -660 Closed
RWA
273
River Wealth Advisors
Pennsylvania
– -$13K -525 Closed
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$7.36K -300 Closed
ACM
275
Aviance Capital Management
Florida
– -$4K -177 Closed
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