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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

195 hedge funds and large institutions have $709M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
24
Increased
81
Reduced
57
Closed
17
Calls
$1.54M
Puts
$982K
Net Calls
+$560K
Net Calls Change
-$357K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.48M
2
LPT
Legacy Private Trust
Wisconsin
+$4.28M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$3.12M
4
Wells Fargo
Wells Fargo
California
+$2.83M
5
TRCT
Tower Research Capital (TRC)
New York
+$2.06M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$10.6M
2
AWS
AJ Wealth Strategies
New York
-$3.68M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.18M
4
PV
Private Vista
Illinois
-$3.07M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SVA Wealth Management
Wisconsin
$6.96M -$66.6K -2,484 -0.9%
EAM
27
Evanson Asset Management
California
$6.64M +$475K +17,697 +8%
BFG
28
Beacon Financial Group
Texas
$6.38M +$125K +4,665 +2%
CTC
29
Central Trust Company
Missouri
$6.35M -$116K -4,320 -2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$6.14M +$673K +25,071 +12%
CAI
31
Capital Advisors Inc
Oklahoma
$6.12M +$280K +10,419 +5%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$6.12M +$289K +10,791 +5%
CW
33
Cobiz Wealth
Colorado
$5.48M +$241K +8,991 +5%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$4.92M -$207K -7,701 -4%
RIA
35
RPG Investment Advisory
California
$4.83M -$72.1K -2,688 -1%
CCA
36
Clearwater Capital Advisors
Illinois
$4.67M +$559K +21,006 +14%
LPT
37
Legacy Private Trust
Wisconsin
$4.59M +$4.28M +159,423 +1,371%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.16M +$24.7K +921 +0.6%
TA
39
TMD & Associates
Arizona
$4.11M -$46.5K -1,734 -1%
SEIA
40
Signature Estate & Investment Advisors
California
$4.02M -$42.2K -1,572 -1%
LFAS
41
Level Four Advisory Services
Texas
$3.87M -$98.5K -3,747 -2%
SB
42
Simmons Bank
Arkansas
$3.32M -$138K -5,154 -4%
IWA
43
Inspirion Wealth Advisors
Illinois
$3.28M +$64.1K +2,391 +2%
CIBC World Market
44
CIBC World Market
Ontario, Canada
$3.12M +$3.12M +116,439 New
CAL
45
Capital Analysts LLC
Pennsylvania
$2.78M +$183K +6,831 +7%
AG
46
Advisor Group
Arizona
$2.76M -$310K -11,565 -10%
RW
47
Rand Wealth
Maryland
$2.48M +$101K +3,762 +4%
FCI
48
Financial Counselors Inc
Kansas
$2.38M +$8.62K +321 +0.4%
OIA
49
Optimum Investment Advisors
Illinois
$2.09M +$37.5K +1,398 +2%
ICOA
50
Investment Centers of America
North Dakota
$2.06M +$428K +15,975 +26%
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