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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

292 hedge funds and large institutions have $867M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+46
Holders Change %
+18.7%
% of All Funds
5.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
59
Increased
97
Reduced
84
Closed
9
Calls
$525K
Puts
$206K
Net Calls
+$319K
Net Calls Change
+$119K

Top Buyers

1
BFPW
BOK Financial Private Wealth
Colorado
+$6.4M
2
LPL Financial
LPL Financial
California
+$3.75M
3
Creative Planning
Creative Planning
Kansas
+$3.29M
4
Morgan Stanley
Morgan Stanley
New York
+$2.74M
5
AAS
Avantax Advisory Services
Texas
+$1.91M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$12.4M
2
HNB
Huntington National Bank
Ohio
-$5.47M
3
Bank of America
Bank of America
North Carolina
-$2.55M
4
PFM
Parsec Financial Management
North Carolina
-$2.41M
5
PP
Palladium Partners
Virginia
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
276
Evensky & Katz
Florida
$13K +$114 +4 +0.9%
TFS
277
TrustCore Financial Services
Tennessee
$13K +$10.5K +360 +424%
NL
278
NVWM LLC
Pennsylvania
$10K -$3.48K -119 -26%
HCM
279
Highlander Capital Management
New Jersey
$10K – – –
VCP
280
Verus Capital Partners
Arizona
$10K +$10K +348 New
WCM
281
Wealthcare Capital Management
Virginia
$9K – – –
EAM
282
Eukles Asset Management
Ohio
$7K – – –
TFGT
283
TS Financial Group (TSFG)
Illinois
$7K +$61 +2 +0.9%
CFN
284
Cordasco Financial Network
Florida
$6K – – –
Chevy Chase Trust
285
Chevy Chase Trust
Maryland
$6K +$6K +212 New
CFA
286
Carroll Financial Associates
North Carolina
$4K – – –
RIA
287
Realta Investment Advisors
Delaware
$4K – – –
WCG
288
Weaver Consulting Group
California
$3K – – –
EWM
289
EPG Wealth Management
Georgia
$3K +$3K +111 New
RMAM
290
Raab & Moskowitz Asset Management
New Jersey
$2K +$2K +84 New
CT
291
Clearstead Trust
Maine
$1K – – –
M&T Bank
292
M&T Bank
New York
– -$12.4M -451,491 Closed
Susquehanna International Group
293
Susquehanna International Group
Pennsylvania
– -$685K -25,024 Closed
MCP
294
Mirador Capital Partners
California
– -$467K -17,055 Closed
VAS
295
Vestmark Advisory Solutions
Massachusetts
– -$285K -10,422 Closed
APSP
296
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$105K -3,821 Closed
GWAG
297
Garrett Wealth Advisory Group
Texas
– -$40.8K -1,491 Closed
CFB
298
Cullen/Frost Bankers
Texas
– -$33K -1,191 Closed
FPFS
299
First Personal Financial Services
North Carolina
– -$5K -165 Closed
CAGAS
300
Capital Advisory Group Advisory Services
Minnesota
– -$3K -114 Closed
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