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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

109 hedge funds and large institutions have $378M invested in WisdomTree US SmallCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
29
Increased
38
Reduced
29
Closed
6
Calls
$359K
Puts
$2.34M
Net Calls
-$1.98M
Net Calls Change
-$1.32M

Top Buyers

1
VCAM
1
Valentine Capital Asset Management
California
$5.67M
2
OCG
2
Opus Capital Group
Ohio
$4.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.9M
4
PI
4
Placemark Investments
Illinois
$2.85M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14M

Top Sellers

1
U
1
UBS
Switzerland
$32.7M
2
ST
2
Spinnaker Trust
Maine
$4.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.06M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$8.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$2.72M +$3.32K +147 +0.1%
KFP
27
Keystone Financial Planning
Ohio
$2.69M +$2.69M +119,031 New
SWM
28
SVA Wealth Management
Wisconsin
$2.68M +$2.68M +118,755 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$2.55M +$424K +18,783 +20%
WSTAM
30
Wilbanks Smith & Thomas Asset Management
Virginia
$2.44M +$170K +7,515 +7%
CW
31
Cobiz Wealth
Colorado
$2.37M +$37.3K +1,650 +2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$2.36M +$116K +5,154 +5%
BFG
33
Beacon Financial Group
Texas
$2.33M +$185K +8,184 +9%
NEIRG
34
New England Investment & Retirement Group
Massachusetts
$2.32M +$1.03M +45,798 +81%
AIM
35
Aspen Investment Management
Michigan
$2.29M +$78.5K +3,474 +4%
EAM
36
Evanson Asset Management
California
$2.24M +$2.24M +99,006 New
WC
37
Whitnell & Co
Illinois
$1.86M +$485K +21,450 +35%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.48M -$126K -5,571 -8%
OIA
39
Optimum Investment Advisors
Illinois
$1.36M +$20K +885 +1%
CAL
40
Capital Analysts LLC
Pennsylvania
$1.34M +$31K +1,374 +2%
FCI
41
Financial Counselors Inc
Kansas
$1.25M +$121K +5,340 +11%
VFS
42
VSR Financial Services
Kansas
$1.23M -$261K -11,571 -17%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.22M +$19.1K +843 +2%
SB
44
Suntrust Banks
Georgia
$1.22M -$571K -25,278 -32%
TT
45
Tower Trust
Indiana
$1.18M +$246K +10,881 +26%
MWP
46
Moller Wealth Partners
$1.14M -$30.2K -1,335 -3%
Invesco
47
Invesco
Georgia
$1.1M +$136K +6,036 +14%
BCI
48
Brinker Capital Investments
Pennsylvania
$1.06M -$1.29M -56,967 -55%
WCM
49
Wisconsin Capital Management
Wisconsin
$1.04M +$6.78K +300 +0.7%
RJA
50
Raymond James & Associates
Florida
$1.03M -$237K -10,479 -19%
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