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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

113 hedge funds and large institutions have $383M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
7
Increased
46
Reduced
34
Closed
8
Calls
$6.19M
Puts
$7.69M
Net Calls
-$1.5M
Net Calls Change
-$3.5M

Top Buyers

1
Jane Street
Jane Street
New York
$6.48M
2
OCG
Opus Capital Group
Ohio
$4.77M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.96M
4
VCAM
Valentine Capital Asset Management
California
$11.1M
5
PI
Placemark Investments
Illinois
$6.19M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$24.9M
2
JWM
Jacobus Wealth Management
Wisconsin
$4.97M
3
EM
EnTrustPermal Management
New York
$0
4
LPL Financial
LPL Financial
California
$15.5M
5
Stifel Financial
Stifel Financial
Missouri
$323K
Name Holding Trade Value Shares
Change 		Shares
Change %
NEIRG
26
New England Investment & Retirement Group
Massachusetts
$3.27M +$1.09M +49,281 +50%
EAM
27
Evanson Asset Management
California
$3.18M +$96.9K +4,152 +3%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$3.01M +$103K +4,419 +4%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$2.66M -$30.1K -1,290 -1%
BFG
30
Beacon Financial Group
Texas
$2.55M +$4.75K +204 +0.2%
CW
31
Cobiz Wealth
Colorado
$2.38M -$25.3K -1,083 -1%
AIM
32
Aspen Investment Management
Michigan
$2.28M -$156K -6,663 -6%
WSTAM
33
Wilbanks Smith & Thomas Asset Management
Virginia
$2.23M -$230K -9,867 -9%
WC
34
Whitnell & Co
Illinois
$1.93M – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.92M +$330K +14,124 +21%
FCI
36
Financial Counselors Inc
Kansas
$1.85M +$308K +13,176 +20%
LYV
37
Live Your Vision
Pennsylvania
$1.78M -$73K -3,129 -4%
Invesco
38
Invesco
Georgia
$1.55M +$133K +5,709 +9%
CAL
39
Capital Analysts LLC
Pennsylvania
$1.47M +$150K +6,414 +11%
VFS
40
VSR Financial Services
Kansas
$1.4M +$143K +6,120 +11%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.28M +$36.9K +1,581 +3%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$1.25M -$1.2M -51,579 -49%
OIA
43
Optimum Investment Advisors
Illinois
$1.25M +$26K +1,113 +2%
RJA
44
Raymond James & Associates
Florida
$1.21M +$10.5K +450 +0.9%
RW
45
Rand Wealth
Maryland
$1.16M +$154K +6,582 +15%
WCM
46
Wisconsin Capital Management
Wisconsin
$1.12M +$39.2K +1,680 +4%
SEIA
47
Signature Estate & Investment Advisors
California
$970K +$125K +5,358 +15%
BCI
48
Brinker Capital Investments
Pennsylvania
$913K +$61.1K +2,619 +7%
Deutsche Bank
49
Deutsche Bank
Germany
$890K +$237K +10,164 +36%
AIG
50
American International Group
New York
$890K +$463K +19,839 +109%
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