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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

235 hedge funds and large institutions have $784M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
25
Increased
91
Reduced
75
Closed
21
Calls
$655K
Puts
$216K
Net Calls
+$439K
Net Calls Change
-$257K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12.1M
2
DWM
Destination Wealth Management
California
+$8.34M
3
SWM
SVA Wealth Management
Wisconsin
+$4.5M
4
SMG
Smart Money Group
Texas
+$3.56M
5
FCI
Financial Counselors Inc
Kansas
+$2.98M

Top Sellers

1
PP
Palladium Partners
Virginia
-$12.9M
2
HNB
Huntington National Bank
Ohio
-$7.49M
3
Wells Fargo
Wells Fargo
California
-$6.47M
4
Morgan Stanley
Morgan Stanley
New York
-$4.86M
5
CAI
Capital Advisors Inc
Oklahoma
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
26
Huntington National Bank
Ohio
$8.38M -$7.49M – –
CW
27
Cobiz Wealth
Colorado
$7.56M +$525K +17,710 +7%
SWM
28
SVA Wealth Management
Wisconsin
$7.07M +$4.5M +151,910 +175%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$6.84M +$466K +15,728 +7%
CCA
30
Clearwater Capital Advisors
Illinois
$6.61M +$150K +5,045 +2%
EAM
31
Evanson Asset Management
California
$6.31M -$253K -8,517 -4%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$6.06M -$276K -9,291 -4%
PV
33
Private Vista
Illinois
$5.75M -$1.18M -39,767 -17%
RIA
34
RPG Investment Advisory
California
$4.73M -$433K -14,604 -8%
BCI
35
Brinker Capital Investments
Pennsylvania
$4.72M +$21.7K +733 +0.5%
SEIA
36
Signature Estate & Investment Advisors
California
$4.38M -$18.7K -632 -0.4%
JCM
37
Janney Capital Management
Pennsylvania
$4.36M -$109K -3,660 -2%
HSA
38
HBK Sorce Advisory
Pennsylvania
$4.33M -$87.7K -2,959 -2%
SHA
39
Seneca House Advisors
Virginia
$4.23M -$81.7K -2,755 -2%
SB
40
Simmons Bank
Arkansas
$3.95M +$94K +3,169 +2%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$3.85M – – –
BFG
42
Beacon Financial Group
Texas
$3.67M +$108K +3,639 +3%
SMG
43
Smart Money Group
Texas
$3.56M +$3.56M +119,942 New
IWA
44
Inspirion Wealth Advisors
Illinois
$3.53M -$19.5K -658 -0.5%
CWM
45
Capital Wealth Management
Rhode Island
$3.51M -$200K -6,739 -5%
CAL
46
Capital Analysts LLC
Pennsylvania
$3.38M +$36.6K +1,236 +1%
SAM
47
Smithbridge Asset Management
Pennsylvania
$3.36M +$35.1K +1,185 +1%
FCI
48
Financial Counselors Inc
Kansas
$3.32M +$2.98M +1,004,173 +863%
AG
49
Advisor Group
Arizona
$3.23M +$117K +3,950 +4%
TC
50
Truvestments Capital
Florida
$3.22M +$3.22M +108,662 New
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