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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

134 hedge funds and large institutions have $413M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
–
Holders Change %
0%
% of All Funds
3.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
13
Increased
49
Reduced
46
Closed
11
Calls
$511K
Puts
$410K
Net Calls
+$101K
Net Calls Change
+$700K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$7.61M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.45M
4
OCG
4
Opus Capital Group
Ohio
$7.32M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$11.5M
2
HNB
2
Huntington National Bank
Ohio
$2.46M
3
C
3
CFO4Life
Texas
$0
4
UBS Group
4
UBS Group
Switzerland
$35.2M
5
Bank of America
5
Bank of America
North Carolina
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.58M +$727K +34,641 +19%
EAM
27
Evanson Asset Management
California
$4.38M -$200K -9,546 -4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$4.15M +$7.62K +363 +0.2%
BFG
29
Beacon Financial Group
Texas
$4.14M +$116K +5,604 +3%
CW
30
Cobiz Wealth
Colorado
$3.12M -$56K -2,667 -2%
HNB
31
Huntington National Bank
Ohio
$2.46M -$3.01M – –
ST
32
Spinnaker Trust
Maine
$2.02M +$52.2K +2,487 +3%
FCI
33
Financial Counselors Inc
Kansas
$1.97M +$86.8K +4,131 +5%
IWA
34
Inspirion Wealth Advisors
Illinois
$1.95M +$94.7K +4,509 +5%
Ameriprise
35
Ameriprise
Minnesota
$1.76M +$169K +8,007 +11%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1.75M -$88.2K -4,200 -5%
LYV
37
Live Your Vision
Pennsylvania
$1.68M +$50.2K +2,391 +3%
WC
38
Whitnell & Co
Illinois
$1.6M – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.54M -$71.2K -3,387 -4%
OIA
40
Optimum Investment Advisors
Illinois
$1.46M +$1.46M +69,585 New
RW
41
Rand Wealth
Maryland
$1.43M +$4.35K +207 +0.3%
VCAM
42
Valentine Capital Asset Management
California
$1.42M -$390K -18,585 -22%
SEIA
43
Signature Estate & Investment Advisors
California
$1.38M +$136K +6,495 +11%
DWM
44
Dakota Wealth Management
Florida
$1.38M -$9.01K -429 -0.7%
WSTAM
45
Wilbanks Smith & Thomas Asset Management
Virginia
$1.28M -$29.6K -1,410 -2%
AIM
46
Aspen Investment Management
Michigan
$1.27M -$42.5K -2,025 -3%
CAL
47
Capital Analysts LLC
Pennsylvania
$1.25M -$5.73K -273 -0.5%
VFS
48
VSR Financial Services
Kansas
$1.22M -$54.9K -2,613 -4%
Stifel Financial
49
Stifel Financial
Missouri
$1.17M -$155K -7,386 -12%
SF
50
Synovus Financial
Georgia
$1.15M -$25.1K -1,197 -2%
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