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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 %
PAMG
276
Patton Albertson Miller Group
Tennessee
– -$332K -11,573 Closed
JPMPWA
277
J.P. Morgan Private Wealth Advisors
California
– -$319K -11,112 Closed
WP
278
WealthSource Partners
California
– -$282K -9,830 Closed
RI
279
Rudd International
Florida
– -$260K -9,096 Closed
MFS
280
Madrona Financial Services
Washington
– -$260K -9,065 Closed
AI
281
Atria Investments
North Carolina
– -$257K -8,967 Closed
I
282
IberiaBank
Louisiana
– -$253K -8,822 Closed
FG
283
Fiduciary Group
Georgia
– -$252K -8,787 Closed
CWM
284
Circle Wealth Management
New Jersey
– -$248K -8,650 Closed
FLPIM
285
F.L. Putnam Investment Management
Massachusetts
– -$242K -8,436 Closed
WPP
286
Whalerock Point Partners
Rhode Island
– -$226K -7,872 Closed
SMG
287
Smart Money Group
Texas
– -$226K -7,848 Closed
TWM
288
Titus Wealth Management
California
– -$219K -7,633 Closed
CBN
289
Cadence Bank NA
Texas
– -$212K -7,407 Closed
OC
290
Oarsman Capital
Wisconsin
– -$211K -7,356 Closed
QPWM
291
Quadrant Private Wealth Management
Pennsylvania
– -$211K -7,352 Closed
EH
292
Equitable Holdings
New York
– -$207K -7,230 Closed
FAIM
293
Financial Advocates Investment Management
Washington
– -$206K -7,167 Closed
VFA
294
Voya Financial Advisors
Connecticut
– -$203K -7,087 Closed
DAS
295
Dynamic Advisor Solutions
Arizona
– -$201K -7,017 Closed
IFWM
296
Institute for Wealth Management
Colorado
– -$145K -5,053 Closed
CAAS
297
Capital Asset Advisory Services
Michigan
– -$85K -3,089 Closed
PA
298
PSI Advisors
Florida
– -$68K -2,390 Closed
MWP
299
MYCIO Wealth Partners
Pennsylvania
– -$69K -2,389 Closed
WP
300
WealthShield Partners
North Carolina
– -$47K -1,637 Closed
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