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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

241 hedge funds and large institutions have $575M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-22
Holders Change %
-8.37%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
70
Reduced
115
Closed
38
Calls
$239K
Puts
$6K
Net Calls
+$233K
Net Calls Change
+$244K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.8M
2
PPW
Parcion Private Wealth
Washington
+$2.98M
3
M&T Bank
M&T Bank
New York
+$2.97M
4
HA
HC Advisors
Georgia
+$2.64M
5
PPP
Private Portfolio Partners
New Jersey
+$1.82M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$20.5M
2
Bank of America
Bank of America
North Carolina
-$15.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.81M
4
Morgan Stanley
Morgan Stanley
New York
-$4.95M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
251
Western Wealth Management
Colorado
– -$191K -10,605 Closed
BSW
252
Buckingham Strategic Wealth
Missouri
– -$188K -10,436 Closed
Qube Research & Technologies (QRT)
253
Qube Research & Technologies (QRT)
United Kingdom
– -$161K -8,923 Closed
JIC
254
Johnson Investment Counsel
Ohio
– -$250K -8,719 Closed
CTC
255
Central Trust Company
Missouri
– -$118K -6,544 Closed
PO
256
Private Ocean
California
– -$95K -5,276 Closed
MA
257
MUFG Americas
New York
– -$92K -5,100 Closed
ASN
258
Advisory Services Network
Georgia
– -$73K -4,075 Closed
FCM
259
Firestone Capital Management
Florida
– -$69K -3,825 Closed
ONST
260
Old North State Trust
North Carolina
– -$69K -3,819 Closed
IFAM
261
Institutional & Family Asset Management
Colorado
– -$46K -2,550 Closed
JFGIW
262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$45K -2,500 Closed
POIA
263
Pin Oak Investment Advisors
Texas
– -$30K -1,670 Closed
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
– -$24K -1,320 Closed
SBL
265
Sargent Bickham Lagudis
Colorado
– -$23K -1,265 Closed
CAN
266
Claraphi Advisory Network
United States
– -$19K -1,080 Closed
AIC
267
Ameritas Investment Company
Nebraska
– -$19K -1,048 Closed
BWM
268
Baystate Wealth Management
Massachusetts
– -$15K -811 Closed
WCM
269
Wealthcare Capital Management
Virginia
– -$6K -327 Closed
CFN
270
Cordasco Financial Network
Florida
– -$4K -221 Closed
FGAM
271
Financial Gravity Asset Management
Texas
– -$2.87K -159 Closed
BWM
272
BerganKDV Wealth Management
Minnesota
– -$3K -147 Closed
BAMG
273
Brand Asset Management Group
Missouri
– -$3K -143 Closed
AA
274
Advisory Alpha
Michigan
– -$2.46K -133 Closed
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
– -$2K -114 Closed
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