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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

263 hedge funds and large institutions have $532M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-29
Holders Change %
-9.93%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
30
Increased
75
Reduced
118
Closed
53
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$330K

Top Buyers

1
M&T Bank
M&T Bank
New York
+$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.6M
3
AssetMark Inc
AssetMark Inc
California
+$4.51M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.79M
5
Creative Planning
Creative Planning
Kansas
+$3.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CWM
Connecticut Wealth Management
Connecticut
-$7.7M
3
HNB
Huntington National Bank
Ohio
-$5.61M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$4.99M
5
SHA
Seneca House Advisors
Virginia
-$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
251
Carroll Financial Associates
North Carolina
$3K – – –
BAMG
252
Brand Asset Management Group
Missouri
$3K +$3K +143 New
BWM
253
BerganKDV Wealth Management
Minnesota
$3K +$3K +147 New
FGAM
254
Financial Gravity Asset Management
Texas
$2.87K +$2.87K +159 New
AA
255
Advisory Alpha
Michigan
$2.46K -$6.47K -349 -72%
WCG
256
Weaver Consulting Group
California
$2K – – –
EWM
257
EPG Wealth Management
Georgia
$2K – – –
SWA
258
Stratos Wealth Advisors
Ohio
$2K +$2K +91 New
CAGAS
259
Capital Advisory Group Advisory Services
Minnesota
$2K +$2K +114 New
NL
260
NVWM LLC
Pennsylvania
$1K -$7.14K -300 -88%
NEIRG
261
New England Investment & Retirement Group
Massachusetts
– -$4.99M -174,122 Closed
SHA
262
Seneca House Advisors
Virginia
– -$4.06M -141,579 Closed
KMWM
263
Keudell/Morrison Wealth Management
Oregon
– -$2.64M -91,865 Closed
AWM
264
AE Wealth Management
Kansas
– -$2.53M -88,207 Closed
SS
265
Simplicity Solutions
Minnesota
– -$2.06M -71,918 Closed
TC
266
Truvestments Capital
Florida
– -$1.99M -69,454 Closed
Brown Advisory
267
Brown Advisory
Maryland
– -$1M -34,887 Closed
JWCA
268
J.W. Cole Advisors
Florida
– -$843K -29,400 Closed
JFA
269
Johanson Financial Advisors
California
– -$868K -24,894 Closed
DADC
270
D.A. Davidson & Co
Montana
– -$584K -20,378 Closed
CL
271
CPWM LLC
Washington
– -$514K -17,920 Closed
WKWM
272
Walter & Keenan Wealth Management
Indiana
– -$483K -16,850 Closed
LA
273
LexAurum Advisors
Kansas
– -$460K -16,048 Closed
HWM
274
Howard Wealth Management
Connecticut
– -$394K -13,762 Closed
PWM
275
PBMares Wealth Management
Virginia
– -$341K -11,885 Closed
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