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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

134 hedge funds and large institutions have $485M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
3.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
21
Increased
66
Reduced
29
Closed
15
Calls
–
Puts
$1.58M
Net Calls
-$1.58M
Net Calls Change
+$561K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$20.6M
2
UBS Group
UBS Group
Switzerland
+$14.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.2M
5
PFM
Parsec Financial Management
North Carolina
+$3.81M

Top Sellers

1
BTS
BB&T Securities
Virginia
-$5.61M
2
CA
Cumberland Advisors
Florida
-$4.02M
3
Jane Street
Jane Street
New York
-$3.33M
4
BUB
BBVA USA Bancshares
Texas
-$1.96M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$4.23M -$5.61M -23,364 -57%
BFG
27
Beacon Financial Group
Texas
$4.06M +$1.07M +44,295 +36%
VCAM
28
Valentine Capital Asset Management
California
$3.83M -$902K -37,530 -19%
CW
29
Cobiz Wealth
Colorado
$3.65M +$750K +31,227 +26%
EWMCB
30
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.96M +$312K +12,993 +12%
HNB
31
Huntington National Bank
Ohio
$2.75M +$2.75M +114,582 New
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$2.53M -$181K -7,530 -7%
C
33
CFO4Life
Texas
$2.51M +$2.51M +104,277 New
FCI
34
Financial Counselors Inc
Kansas
$2.16M +$19.5K +813 +0.9%
IWA
35
Inspirion Wealth Advisors
Illinois
$2.13M -$56K -2,331 -3%
ST
36
Spinnaker Trust
Maine
$2.12M +$245K +10,176 +13%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$2.03M +$358K +14,892 +21%
WC
38
Whitnell & Co
Illinois
$1.98M – – –
LYV
39
Live Your Vision
Pennsylvania
$1.8M -$75.4K -3,138 -4%
CAL
40
Capital Analysts LLC
Pennsylvania
$1.79M +$79.5K +3,309 +5%
SG Americas Securities
41
SG Americas Securities
New York
$1.76M -$368K -15,300 -17%
WSTAM
42
Wilbanks Smith & Thomas Asset Management
Virginia
$1.75M -$13.8K -576 -0.8%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.64M -$1.59K -66 -0.1%
DWM
44
Dakota Wealth Management
Florida
$1.6M -$50.1K -2,085 -3%
RW
45
Rand Wealth
Maryland
$1.57M +$182K +7,563 +13%
Stifel Financial
46
Stifel Financial
Missouri
$1.54M +$1.22M +50,727 +386%
Invesco
47
Invesco
Georgia
$1.53M -$189K -7,863 -11%
OIA
48
Optimum Investment Advisors
Illinois
$1.51M +$83.2K +3,465 +6%
AIM
49
Aspen Investment Management
Michigan
$1.51M -$49.3K -2,052 -3%
VFS
50
VSR Financial Services
Kansas
$1.4M +$91.8K +3,819 +7%
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