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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $790M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-5
Holders Change %
-1.99%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
21
Increased
97
Reduced
79
Closed
22
Calls
$407K
Puts
$317K
Net Calls
+$90K
Net Calls Change
-$494K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$16.1M
2
Bank of America
Bank of America
North Carolina
+$8.15M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.08M
5
FAM
Formidable Asset Management
Ohio
+$2.72M

Top Sellers

1
LPL Financial
LPL Financial
California
-$14.6M
2
MWM
Merriman Wealth Management
Washington
-$10.1M
3
HNB
Huntington National Bank
Ohio
-$7.93M
4
JPLA
Joseph P. Lucia & Associates
New York
-$6.16M
5
GFPC
Global Financial Private Capital
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
251
Thoroughbred Financial Services
Tennessee
– -$223K -8,113 Closed
VFA
252
Voya Financial Advisors
Connecticut
– -$205K -7,442 Closed
CWM
253
Cornerstone Wealth Management
Missouri
– -$320K -5,842 Closed
WAM
254
Wealthspire Advisors (Maryland)
Maryland
– -$83K -3,000 Closed
AIA
255
Alera Investment Advisors
Illinois
– -$76K -2,748 Closed
NWA
256
New World Advisors
Massachusetts
– -$59K -2,155 Closed
GAM
257
Gemmer Asset Management
California
– -$50K -1,800 Closed
WP
258
WealthShield Partners
North Carolina
– -$36K -1,293 Closed
CWA
259
Clarus Wealth Advisors
Arizona
– -$28K -1,000 Closed
IP
260
Intellectus Partners
California
– -$25K -900 Closed
RFC
261
Regions Financial Corp
Alabama
– -$23K -849 Closed
GWMIA
262
Global Wealth Management Investment Advisory
Florida
– -$21K -750 Closed
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
– -$19.1K -695 Closed
KL
264
KWMG LLC
Kansas
– -$14K -516 Closed
RBC
265
Roble Belko & Company
Pennsylvania
– -$8K -292 Closed
AF
266
Allworth Financial
California
– -$4K -147 Closed
AIP
267
Ameritas Investment Partners
Nebraska
– -$3K -135 Closed
Barclays
268
Barclays
United Kingdom
– -$3K -105 Closed
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