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WisdomTree US SmallCap Dividend Fund

147 hedge funds and large institutions have $507M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.93%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
22
Increased
63
Reduced
42
Closed
16
Calls
$1.41M
Puts
$1.61M
Net Calls
-$207K
Net Calls Change
+$638K
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
26
Jane Street
New York
$5.23M +$5.23M +219,039 New
EAM
27
Evanson Asset Management
California
$5.19M +$851K +35,643 +20%
RIA
28
RPG Investment Advisory
California
$5M +$883K +36,993 +21%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$4.84M -$290K -12,141 -6%
RJA
30
Raymond James & Associates
Florida
$4.74M +$4.08M +170,868 +624%
TA
31
TMD & Associates
Arizona
$4.7M +$89.9K +3,765 +2%
DWM
32
Destination Wealth Management
California
$3.96M +$3.1M +129,768 +361%
CW
33
Cobiz Wealth
Colorado
$3.75M +$346K +14,487 +10%
CCA
34
Clearwater Capital Advisors
Illinois
$3.64M +$3.64M +152,910 New
HNB
35
Huntington National Bank
Ohio
$3.45M -$2.75M
CIBC World Market
36
CIBC World Market
Ontario, Canada
$2.57M +$57.7K +2,415 +2%
DMS
37
Discretionary Management Services
Kansas
$2.45M +$253K +10,590 +12%
SEIA
38
Signature Estate & Investment Advisors
California
$2.45M +$531K +22,218 +28%
CTC
39
Central Trust Company
Missouri
$2.39M +$2.02M +84,570 +543%
IWA
40
Inspirion Wealth Advisors
Illinois
$2.36M +$31.3K +1,311 +1%
FCI
41
Financial Counselors Inc
Kansas
$2.17M +$160K +6,693 +8%
AG
42
Advisor Group
Arizona
$2.12M +$2.12M +88,725 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$2.03M +$114K +4,767 +6%
RW
44
Rand Wealth
Maryland
$1.88M +$63.8K +2,673 +4%
CAL
45
Capital Analysts LLC
Pennsylvania
$1.87M +$298K +12,471 +19%
OIA
46
Optimum Investment Advisors
Illinois
$1.83M +$60.6K +2,538 +3%
WC
47
Whitnell & Co
Illinois
$1.82M
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.74M +$13.4K +561 +0.8%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.73M -$1.07M -44,832 -38%
AIM
50
Aspen Investment Management
Michigan
$1.68M +$161K +6,753 +11%