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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

143 hedge funds and large institutions have $456M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
3.82%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
11
Increased
55
Reduced
54
Closed
13
Calls
–
Puts
$845K
Net Calls
-$845K
Net Calls Change
-$845K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$3.94M
2
AssetMark Inc
AssetMark Inc
California
+$3.42M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$2.41M
4
PV
Private Vista
Illinois
+$2.37M
5
Wells Fargo
Wells Fargo
California
+$2.22M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$6.33M
2
VC
Vicus Capital
Pennsylvania
-$5.44M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.98M
4
TA
TMD & Associates
Arizona
-$2.97M
5
HNB
Huntington National Bank
Ohio
-$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.26M +$4.33K +189 +0.1%
EAM
27
Evanson Asset Management
California
$4.16M -$474K -20,682 -10%
RIA
28
RPG Investment Advisory
California
$3.95M +$1.03K +45 +0%
CW
29
Cobiz Wealth
Colorado
$3.27M -$962 -42 -0%
HNB
30
Huntington National Bank
Ohio
$2.75M -$2.21M – –
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.68M -$1.19M -51,969 -31%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.65M -$911K -39,768 -26%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$2.41M +$2.41M +105,354 New
IWA
34
Inspirion Wealth Advisors
Illinois
$2.24M +$114K +4,983 +5%
ST
35
Spinnaker Trust
Maine
$2.13M -$82.7K -3,609 -4%
DMS
36
Discretionary Management Services
Kansas
$2.11M +$947K +41,325 +82%
FCI
37
Financial Counselors Inc
Kansas
$1.93M +$15.5K +678 +0.8%
LYV
38
Live Your Vision
Pennsylvania
$1.87M -$21.7K -945 -1%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$1.84M -$112K -4,887 -6%
SEIA
40
Signature Estate & Investment Advisors
California
$1.84M +$207K +9,030 +13%
IA
41
IFP Advisors
Florida
$1.75M +$1.62M +176,619 +1,223%
WC
42
Whitnell & Co
Illinois
$1.75M – – –
RW
43
Rand Wealth
Maryland
$1.75M +$82.9K +3,618 +5%
OIA
44
Optimum Investment Advisors
Illinois
$1.7M +$92.2K +4,023 +6%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.66M -$24.3K -1,059 -1%
CAL
46
Capital Analysts LLC
Pennsylvania
$1.5M +$91.6K +3,999 +6%
AIM
47
Aspen Investment Management
Michigan
$1.46M +$64.9K +2,835 +5%
WSTAM
48
Wilbanks Smith & Thomas Asset Management
Virginia
$1.36M -$9.62K -420 -0.7%
DWM
49
Dakota Wealth Management
Florida
$1.35M -$118K -5,145 -8%
VFS
50
VSR Financial Services
Kansas
$1.29M -$8.93K -390 -0.7%
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