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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

175 hedge funds and large institutions have $741M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+20
Holders Change %
+12.9%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.3%
New
33
Increased
69
Reduced
42
Closed
10
Calls
$783K
Puts
$1.63M
Net Calls
-$847K
Net Calls Change
-$1.34M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$95.5M
2
PCM
Pointe Capital Management
Michigan
$9.01M
3
GIM
Guild Investment Management
California
$8.61M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20.1M
5
JCM
Janney Capital Management
Pennsylvania
$8.05M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$0
2
HNB
Huntington National Bank
Ohio
$9.47M
3
PV
Private Vista
Illinois
$18.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$22.2M
5
AP
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWMCB
26
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$7.69M -$14K -507 -0.2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$7.52M +$2.14M +77,658 +40%
SWM
28
SVA Wealth Management
Wisconsin
$7.49M -$109K -3,960 -1%
LYV
29
Live Your Vision
Pennsylvania
$7.24M -$69.1K -2,505 -0.9%
DWM
30
Destination Wealth Management
California
$7.06M +$1.44M +52,140 +26%
CAI
31
Capital Advisors Inc
Oklahoma
$6.38M +$6.38M +231,255 New
BFG
32
Beacon Financial Group
Texas
$6.36M +$87.4K +3,171 +1%
EAM
33
Evanson Asset Management
California
$6.21M -$10.8K -393 -0.2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$6.05M +$1.07M +38,922 +22%
CTC
35
Central Trust Company
Missouri
$5.51M +$157K +5,694 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.22M +$42K +1,524 +0.8%
RIA
37
RPG Investment Advisory
California
$5.07M -$242K -8,790 -5%
CW
38
Cobiz Wealth
Colorado
$5.03M -$23.2K -843 -0.5%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$4.77M +$1.57M +56,970 +49%
CCA
40
Clearwater Capital Advisors
Illinois
$4.22M -$65.9K -2,379 -2%
TA
41
TMD & Associates
Arizona
$4.09M -$2.07M -75,165 -34%
SEIA
42
Signature Estate & Investment Advisors
California
$4.01M -$315K -11,439 -7%
LFAS
43
Level Four Advisory Services
Texas
$3.68M +$3.68M +133,506 New
CIBC World Market
44
CIBC World Market
Ontario, Canada
$3.64M +$563K +20,418 +18%
AWS
45
AJ Wealth Strategies
New York
$3.46M +$3.46M +125,625 New
Ameriprise
46
Ameriprise
Minnesota
$3.39M +$328K +11,946 +11%
IWA
47
Inspirion Wealth Advisors
Illinois
$3.36M +$657K +23,847 +24%
AG
48
Advisor Group
Arizona
$2.85M +$204K +7,407 +8%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$2.77M +$88.9K +3,225 +3%
CAL
50
Capital Analysts LLC
Pennsylvania
$2.61M +$112K +4,074 +5%
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