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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

147 hedge funds and large institutions have $441M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+13
Holders Change %
+9.7%
% of All Funds
3.86%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
22
Increased
57
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$11.9M
2
PWAG
Polaris Wealth Advisory Group
California
+$2.19M
3
Wells Fargo
Wells Fargo
California
+$1.25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.04M
5
CCS
Crosspoint Capital Strategies
California
+$1.02M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$9.23M
2
Morgan Stanley
Morgan Stanley
New York
-$7.09M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.98M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.66M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Evanson Asset Management
California
$4.38M -$138K -6,387 -3%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.02M -$708K -32,727 -15%
RIA
28
RPG Investment Advisory
California
$3.73M +$3.73M +172,404 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.66M -$3.3M -152,304 -47%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$3.37M -$5.98M -276,177 -64%
CW
31
Cobiz Wealth
Colorado
$3.09M -$126K -5,823 -4%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.98M -$3.66M -169,080 -55%
Goldman Sachs
33
Goldman Sachs
New York
$2.32M -$9.23M -426,639 -80%
Ameriprise
34
Ameriprise
Minnesota
$2.24M +$433K +19,983 +24%
HNB
35
Huntington National Bank
Ohio
$2.21M -$2.46M – –
PWAG
36
Polaris Wealth Advisory Group
California
$2.19M +$2.19M +101,271 New
ST
37
Spinnaker Trust
Maine
$2.09M +$1.49K +69 +0.1%
IWA
38
Inspirion Wealth Advisors
Illinois
$2.01M -$3.44K -159 -0.2%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$1.84M +$45K +2,079 +3%
FCI
40
Financial Counselors Inc
Kansas
$1.81M -$219K -10,140 -11%
LYV
41
Live Your Vision
Pennsylvania
$1.78M +$56K +2,586 +3%
Stifel Financial
42
Stifel Financial
Missouri
$1.73M +$526K +24,291 +44%
WC
43
Whitnell & Co
Illinois
$1.65M – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.59M +$8.96K +414 +0.6%
RW
45
Rand Wealth
Maryland
$1.57M +$93.7K +4,329 +6%
SEIA
46
Signature Estate & Investment Advisors
California
$1.54M +$118K +5,451 +8%
OIA
47
Optimum Investment Advisors
Illinois
$1.52M +$13K +600 +0.9%
DWM
48
Dakota Wealth Management
Florida
$1.39M -$29.9K -1,383 -2%
CAL
49
Capital Analysts LLC
Pennsylvania
$1.33M +$44.5K +2,055 +3%
AIM
50
Aspen Investment Management
Michigan
$1.31M +$1.95K +90 +0.1%
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