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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

233 hedge funds and large institutions have $732M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+7
Holders Change %
+3.1%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
27
Increased
92
Reduced
75
Closed
17
Calls
$912K
Puts
$216K
Net Calls
+$696K
Net Calls Change
+$249K

Top Buyers

1
SIA
Starfire Investment Advisers
Michigan
+$8.95M
2
LPL Financial
LPL Financial
California
+$3.69M
3
CRC
Curi RMB Capital
Illinois
+$2.94M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.37M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.26M

Top Sellers

1
DWM
Destination Wealth Management
California
-$30.4M
2
SWM
SVA Wealth Management
Wisconsin
-$13.8M
3
Bank of America
Bank of America
North Carolina
-$13.2M
4
HNB
Huntington National Bank
Ohio
-$8.64M
5
Morgan Stanley
Morgan Stanley
New York
-$7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PV
26
Private Vista
Illinois
$6.4M -$968K -35,334 -13%
RJA
27
Raymond James & Associates
Florida
$6.22M -$479K -17,493 -7%
EAM
28
Evanson Asset Management
California
$6.06M -$270K -9,873 -4%
CCA
29
Clearwater Capital Advisors
Illinois
$5.97M +$372K +13,581 +7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$5.92M +$1.3M +46,873 +28%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$5.89M -$693K -25,279 -11%
RIA
32
RPG Investment Advisory
California
$4.77M -$69.3K -2,530 -1%
DWM
33
Destination Wealth Management
California
$4.45M -$30.4M -275,882 -87%
BCI
34
Brinker Capital Investments
Pennsylvania
$4.35M +$2.37M +86,364 +120%
JCM
35
Janney Capital Management
Pennsylvania
$4.13M +$15.6K +570 +0.4%
HSA
36
HBK Sorce Advisory
Pennsylvania
$4.08M +$51.1K +1,864 +1%
SEIA
37
Signature Estate & Investment Advisors
California
$4.06M -$25.6K -934 -0.6%
SHA
38
Seneca House Advisors
Virginia
$3.98M -$411K -14,988 -9%
FF
39
Fluent Financial
Texas
$3.92M +$205K +7,525 +6%
CAI
40
Capital Advisors Inc
Oklahoma
$3.9M +$2.08M +75,905 +115%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$3.85M +$210K +8,009 +6%
SB
42
Simmons Bank
Arkansas
$3.56M +$258K +9,432 +8%
CWM
43
Capital Wealth Management
Rhode Island
$3.43M -$255K -9,314 -7%
BFG
44
Beacon Financial Group
Texas
$3.3M -$3.24M -118,228 -50%
IWA
45
Inspirion Wealth Advisors
Illinois
$3.28M -$44.1K -1,611 -1%
FCI
46
Financial Counselors Inc
Kansas
$3.19M +$165K +6,012 +5%
CAL
47
Capital Analysts LLC
Pennsylvania
$3.09M -$1.32K -48 -0%
SAM
48
Smithbridge Asset Management
Pennsylvania
$3.07M +$144K +5,270 +5%
AG
49
Advisor Group
Arizona
$2.88M +$21.6K +789 +0.8%
LPT
50
Legacy Private Trust
Wisconsin
$2.82M -$1.17M -42,553 -29%
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