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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

155 hedge funds and large institutions have $598M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
4.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
20
Increased
75
Reduced
32
Closed
10
Calls
$1.77M
Puts
$1.27M
Net Calls
+$495K
Net Calls Change
+$702K

Top Buyers

1
HCM
Hengehold Capital Management
Ohio
+$9.48M
2
Morgan Stanley
Morgan Stanley
New York
+$8.18M
3
MWM
Merriman Wealth Management
Washington
+$6.45M
4
UBS Group
UBS Group
Switzerland
+$5.67M
5
Creative Planning
Creative Planning
Kansas
+$5.58M

Top Sellers

1
SWM
SVA Wealth Management
Wisconsin
-$4.32M
2
Jane Street
Jane Street
New York
-$4.12M
3
Goldman Sachs
Goldman Sachs
New York
-$3.67M
4
HNB
Huntington National Bank
Ohio
-$3.45M
5
VC
Vicus Capital
Pennsylvania
-$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Beacon Financial Group
Texas
$5.67M +$92.9K +3,729 +2%
EAM
27
Evanson Asset Management
California
$5.65M +$210K +8,394 +4%
TA
28
TMD & Associates
Arizona
$5.61M +$677K +27,000 +14%
HNB
29
Huntington National Bank
Ohio
$5.49M -$3.45M – –
DWM
30
Destination Wealth Management
California
$5.11M +$957K +38,169 +23%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$4.89M +$4.89M +195,027 New
CTC
32
Central Trust Company
Missouri
$4.87M +$2.36M +94,134 +94%
RIA
33
RPG Investment Advisory
California
$4.83M -$416K -16,602 -8%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$4.71M -$370K -14,766 -7%
CW
35
Cobiz Wealth
Colorado
$4.59M +$652K +25,989 +17%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$4.52M +$2.71M +108,057 +150%
SEIA
37
Signature Estate & Investment Advisors
California
$3.93M +$1.36M +54,351 +53%
CCA
38
Clearwater Capital Advisors
Illinois
$3.82M +$40K +1,620 +1%
AP
39
Advisors Preferred
Maryland
$3.8M +$2.4M +95,679 +172%
Goldman Sachs
40
Goldman Sachs
New York
$3.41M -$3.67M -146,598 -52%
MBT
41
Montecito Bank & Trust
California
$3.13M +$3.13M +124,791 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$2.91M +$779K +31,062 +37%
CIBC World Market
43
CIBC World Market
Ontario, Canada
$2.79M +$91.6K +3,654 +3%
Ameriprise
44
Ameriprise
Minnesota
$2.79M +$1.52M +60,705 +119%
DMS
45
Discretionary Management Services
Kansas
$2.59M +$20.3K +810 +0.8%
IWA
46
Inspirion Wealth Advisors
Illinois
$2.46M -$26.6K -1,059 -1%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$2.44M +$986K +39,312 +68%
AG
48
Advisor Group
Arizona
$2.41M +$181K +7,203 +8%
CAL
49
Capital Analysts LLC
Pennsylvania
$2.27M +$311K +12,405 +16%
RW
50
Rand Wealth
Maryland
$2.13M +$151K +6,009 +8%
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