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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

189 hedge funds and large institutions have $697M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
4.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.17%
New
32
Increased
82
Reduced
47
Closed
16
Calls
$1.79M
Puts
$873K
Net Calls
+$917K
Net Calls Change
+$1.76M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.16M
2
Bank of America
Bank of America
North Carolina
+$4.05M
3
SB
Simmons Bank
Arkansas
+$3.46M
4
Wells Fargo
Wells Fargo
California
+$3.43M
5
Morgan Stanley
Morgan Stanley
New York
+$3.42M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
-$20.5M
2
FIG
FundX Investment Group
California
-$15.3M
3
HNB
Huntington National Bank
Ohio
-$9.47M
4
PCM
Pointe Capital Management
Michigan
-$9.01M
5
GIM
Guild Investment Management
California
-$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SVA Wealth Management
Wisconsin
$7.04M -$258K -9,591 -4%
CTC
27
Central Trust Company
Missouri
$6.47M +$1.1M +40,896 +20%
BFG
28
Beacon Financial Group
Texas
$6.23M +$50.7K +1,893 +0.8%
EAM
29
Evanson Asset Management
California
$6.17M +$124K +4,602 +2%
CAI
30
Capital Advisors Inc
Oklahoma
$5.85M -$360K -13,410 -6%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$5.84M +$3.14M +117,003 +117%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$5.47M +$389K +14,466 +8%
CW
33
Cobiz Wealth
Colorado
$5.24M +$347K +12,894 +7%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$5.13M +$480K +17,859 +10%
RIA
35
RPG Investment Advisory
California
$4.91M -$38K -1,413 -0.8%
TA
36
TMD & Associates
Arizona
$4.17M +$177K +6,585 +4%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$4.14M -$1.75M -65,049 -30%
SEIA
38
Signature Estate & Investment Advisors
California
$4.07M +$161K +5,982 +4%
CCA
39
Clearwater Capital Advisors
Illinois
$4.06M +$59K +2,247 +1%
LFAS
40
Level Four Advisory Services
Texas
$3.97M +$459K +17,472 +13%
AWS
41
AJ Wealth Strategies
New York
$3.68M +$304K +11,295 +9%
SB
42
Simmons Bank
Arkansas
$3.46M +$3.46M +128,778 New
IWA
43
Inspirion Wealth Advisors
Illinois
$3.22M -$53.4K -1,986 -2%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$3.18M +$3.18M +118,251 New
AG
45
Advisor Group
Arizona
$3.07M +$294K +10,926 +11%
Citadel Advisors
46
Citadel Advisors
Florida
$2.88M +$2.88M +107,136 New
CAL
47
Capital Analysts LLC
Pennsylvania
$2.6M +$58.4K +2,172 +2%
RW
48
Rand Wealth
Maryland
$2.38M +$53.1K +1,974 +2%
FCI
49
Financial Counselors Inc
Kansas
$2.38M -$39.7K -1,476 -2%
FIG
50
FundX Investment Group
California
$2.29M -$15.3M -569,637 -87%
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