DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

87 hedge funds and large institutions have $328M invested in WisdomTree US SmallCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
14
Increased
43
Reduced
17
Closed
4
Calls
$620K
Puts
$1.28M
Net Calls
-$663K
Net Calls Change
+$241K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.8M
2
Wells Fargo
2
Wells Fargo
California
$24M
3
PP
3
Palladium Partners
Virginia
$14M
4
U
4
UBS
Switzerland
$35.6M
5
AssetMark Inc
5
AssetMark Inc
California
$3.94M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.45M
2
IT
2
Investors Trust
Texas
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.49M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.14M
Name Market Value Shares Shares
Change 		Shares
Change %
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$2.09M 33,409 +4,590 +16%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$2.07M 33,034 +19,293 +140%
AIM
28
Aspen Investment Management
Michigan
$2.04M 32,626 +40 +0.1%
BFG
29
Beacon Financial Group
Texas
$1.98M 31,632 +31,632 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.96M 31,367 +31,367 New
SB
31
Suntrust Banks
Georgia
$1.65M 26,375 +916 +4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.49M 23,761 -17,510 -42%
VFS
33
VSR Financial Services
Kansas
$1.38M 22,067 +3,353 +18%
WC
34
Whitnell & Co
Illinois
$1.27M 20,348 – –
OIA
35
Optimum Investment Advisors
Illinois
$1.23M 19,694 +19,694 New
CAL
36
Capital Analysts LLC
Pennsylvania
$1.21M 19,353 -104 -0.5%
NEIRG
37
New England Investment & Retirement Group
Massachusetts
$1.19M 18,928 +18,928 New
RJA
38
Raymond James & Associates
Florida
$1.17M 18,628 +7,707 +71%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.11M 17,715 +7,994 +82%
SNC
40
Stifel Nicolaus & Co
Missouri
$1.1M 17,530 +3,030 +21%
MWP
41
Moller Wealth Partners
$1.08M 17,300 +27 +0.2%
FCI
42
Financial Counselors Inc
Kansas
$1.04M 16,607 +3,914 +31%
WCM
43
Wisconsin Capital Management
Wisconsin
$956K 15,270 -400 -3%
Deutsche Bank
44
Deutsche Bank
Germany
$896K 14,336 +7,984 +126%
Invesco
45
Invesco
Georgia
$886K 14,140 +2,265 +19%
TT
46
Tower Trust
Indiana
$863K 13,785 +3,837 +39%
Comerica Bank
47
Comerica Bank
Texas
$769K 12,286 +12,286 New
FAAS
48
First Allied Advisory Services
California
$743K 11,882 +5,016 +73%
V
49
Veritable
Delaware
$674K 10,755 -5,500 -34%
SF
50
Synovus Financial
Georgia
$664K 10,605 +260 +3%
1
2
3 4