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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

118 hedge funds and large institutions have $348M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
13
Increased
46
Reduced
33
Closed
8
Calls
$5.3M
Puts
$3.05M
Net Calls
+$2.25M
Net Calls Change
+$3.75M

Top Buyers

1
BTS
BB&T Securities
Virginia
+$3.87M
2
Goldman Sachs
Goldman Sachs
New York
+$3M
3
GIM
Guild Investment Management
California
+$2.93M
4
Wells Fargo
Wells Fargo
California
+$1.72M
5
SG Americas Securities
SG Americas Securities
New York
+$1.45M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$7.21M
2
Jane Street
Jane Street
New York
-$5.29M
3
VCAM
Valentine Capital Asset Management
California
-$5.03M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$3.27M
5
B
Baird
Wisconsin
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$2.87M +$73.4K +3,390 +3%
UCFA
27
United Capital Financial Advisors
Texas
$2.68M -$525K -24,237 -16%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.61M +$150K +6,921 +6%
BFG
29
Beacon Financial Group
Texas
$2.57M +$164K +7,485 +7%
CW
30
Cobiz Wealth
Colorado
$2.28M +$79.6K +3,675 +4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.24M +$462K +21,354 +26%
FCI
32
Financial Counselors Inc
Kansas
$1.86M +$145K +6,720 +8%
WC
33
Whitnell & Co
Illinois
$1.79M – – –
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$1.68M -$394K -18,180 -19%
LYV
35
Live Your Vision
Pennsylvania
$1.67M +$2.81K +129 +0.2%
Invesco
36
Invesco
Georgia
$1.62M +$186K +8,598 +13%
CAL
37
Capital Analysts LLC
Pennsylvania
$1.52M +$149K +6,882 +11%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$1.48M +$1.24M +57,288 +519%
SG Americas Securities
39
SG Americas Securities
New York
$1.45M +$1.45M +66,924 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$1.43M +$272K +12,576 +23%
AIM
41
Aspen Investment Management
Michigan
$1.39M -$728K -33,660 -34%
VFS
42
VSR Financial Services
Kansas
$1.35M +$56.3K +2,604 +4%
NFG
43
Next Financial Group
Texas
$1.23M +$1.23M +56,571 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.17M -$18.4K -849 -2%
OIA
45
Optimum Investment Advisors
Illinois
$1.15M -$7.73K -357 -0.7%
RW
46
Rand Wealth
Maryland
$1.1M +$22.9K +1,056 +2%
WCM
47
Wisconsin Capital Management
Wisconsin
$1.07M +$33.4K +1,545 +3%
SEIA
48
Signature Estate & Investment Advisors
California
$993K +$93.8K +4,332 +10%
BCI
49
Brinker Capital Investments
Pennsylvania
$986K +$139K +6,423 +16%
RIA
50
Regal Investment Advisors
Michigan
$935K +$935K +43,200 New
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