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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

130 hedge funds and large institutions have $416M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+12
Holders Change %
+10.17%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
22
Increased
53
Reduced
24
Closed
8
Calls
$441K
Puts
$2.58M
Net Calls
-$2.14M
Net Calls Change
-$4.39M

Top Buyers

1
HCM
Hengehold Capital Management
Ohio
+$8.49M
2
Morgan Stanley
Morgan Stanley
New York
+$6.01M
3
VC
Vicus Capital
Pennsylvania
+$5.71M
4
BTS
BB&T Securities
Virginia
+$5.46M
5
CA
Cumberland Advisors
Florida
+$4.02M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.22M
2
ST
Spinnaker Trust
Maine
-$4.08M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.23M
4
BUB
BBVA USA Bancshares
Texas
-$3.17M
5
GIM
Guild Investment Management
California
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.98M +$126K +5,349 +4%
BFG
27
Beacon Financial Group
Texas
$2.97M +$172K +7,194 +6%
CW
28
Cobiz Wealth
Colorado
$2.86M +$360K +15,246 +14%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.7M +$251K +10,635 +10%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$2.67M -$465K -19,686 -15%
EWMCB
31
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.61M +$2.61M +110,334 New
IWA
32
Inspirion Wealth Advisors
Illinois
$2.15M +$2.15M +90,894 New
FCI
33
Financial Counselors Inc
Kansas
$2.11M +$75K +3,171 +4%
SG Americas Securities
34
SG Americas Securities
New York
$2.1M +$513K +21,678 +32%
WC
35
Whitnell & Co
Illinois
$1.95M – – –
ST
36
Spinnaker Trust
Maine
$1.85M -$4.08M -172,653 -69%
LYV
37
Live Your Vision
Pennsylvania
$1.81M +$40K +1,731 +2%
WSTAM
38
Wilbanks Smith & Thomas Asset Management
Virginia
$1.73M -$101K -4,272 -6%
CAL
39
Capital Analysts LLC
Pennsylvania
$1.69M +$31.4K +1,329 +2%
Invesco
40
Invesco
Georgia
$1.69M -$84.1K -3,558 -5%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.65M +$80.9K +3,423 +5%
DWM
42
Dakota Wealth Management
Florida
$1.62M +$1.62M +68,838 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.62M – – –
AIM
44
Aspen Investment Management
Michigan
$1.53M +$12.8K +540 +0.8%
Citadel Advisors
45
Citadel Advisors
Florida
$1.43M +$1.19M +50,541 +503%
OIA
46
Optimum Investment Advisors
Illinois
$1.4M +$143K +6,057 +11%
RW
47
Rand Wealth
Maryland
$1.36M +$165K +6,993 +14%
VFS
48
VSR Financial Services
Kansas
$1.28M -$194K -8,196 -13%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$1.24M -$28.7K -1,215 -2%
NFG
50
Next Financial Group
Texas
$1.19M -$145K -6,150 -11%
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