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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

115 hedge funds and large institutions have $372M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
10
Increased
45
Reduced
36
Closed
4
Calls
$7.79M
Puts
$5.78M
Net Calls
+$2.01M
Net Calls Change
+$3.99M

Top Buyers

1
CLA
Cranberry Lake Advisors
Texas
+$6.89M
2
JWM
Jacobus Wealth Management
Wisconsin
+$5.15M
3
SWM
SVA Wealth Management
Wisconsin
+$2.7M
4
VCAM
Valentine Capital Asset Management
California
+$2.17M
5
Wells Fargo
Wells Fargo
California
+$1.98M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
-$12.4M
2
LYV
Live Your Vision
Pennsylvania
-$6.86M
3
AP
Advisors Preferred
Maryland
-$4.6M
4
OCG
Opus Capital Group
Ohio
-$3.98M
5
Bank of America
Bank of America
North Carolina
-$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$2.84M +$97.2K +4,272 +4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.62M +$51.3K +2,256 +2%
BFG
28
Beacon Financial Group
Texas
$2.45M +$142K +6,330 +6%
WSTAM
29
Wilbanks Smith & Thomas Asset Management
Virginia
$2.4M -$49.8K -2,190 -2%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$2.4M +$22.7K +999 +1%
AIM
31
Aspen Investment Management
Michigan
$2.38M +$70.9K +3,114 +3%
CW
32
Cobiz Wealth
Colorado
$2.34M -$47.7K -2,094 -2%
NEIRG
33
New England Investment & Retirement Group
Massachusetts
$2.24M -$93.7K -4,119 -4%
WC
34
Whitnell & Co
Illinois
$1.88M – – –
LYV
35
Live Your Vision
Pennsylvania
$1.81M -$6.86M -301,392 -79%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.55M +$51.9K +2,280 +3%
FCI
37
Financial Counselors Inc
Kansas
$1.5M +$249K +10,947 +20%
Invesco
38
Invesco
Georgia
$1.38M +$276K +12,135 +25%
CAL
39
Capital Analysts LLC
Pennsylvania
$1.29M -$62.3K -2,736 -5%
SB
40
Suntrust Banks
Georgia
$1.23M – – –
VFS
41
VSR Financial Services
Kansas
$1.22M -$21K -921 -2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.21M -$19.9K -873 -2%
OIA
43
Optimum Investment Advisors
Illinois
$1.2M -$170K -7,461 -12%
RJA
44
Raymond James & Associates
Florida
$1.17M +$134K +5,889 +13%
WCM
45
Wisconsin Capital Management
Wisconsin
$1.05M +$3.41K +150 +0.3%
RW
46
Rand Wealth
Maryland
$977K +$274K +12,033 +39%
MWP
47
Moller Wealth Partners
$860K -$291K -12,783 -25%
AP
48
Advisors Preferred
Maryland
$848K -$4.6M -202,203 -84%
BCI
49
Brinker Capital Investments
Pennsylvania
$830K -$235K -10,314 -22%
SEIA
50
Signature Estate & Investment Advisors
California
$823K +$66K +2,901 +9%
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