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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

237 hedge funds and large institutions have $826M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
5.43%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
26
Increased
96
Reduced
70
Closed
22
Calls
$458K
Puts
$779K
Net Calls
-$321K
Net Calls Change
-$760K

Top Buyers

1
FMLI
Fukoku Mutual Life Insurance
Japan
+$8.91M
2
PAG
Private Advisor Group
New Jersey
+$8.71M
3
LPL Financial
LPL Financial
California
+$5.06M
4
Jane Street
Jane Street
New York
+$3.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.44M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$29.9M
2
HNB
Huntington National Bank
Ohio
-$8.38M
3
SIA
Starfire Investment Advisers
Michigan
-$2.51M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$8.78M -$209K -7,036 -2%
SMG
27
Smart Money Group
Texas
$7.94M +$2.29M +48,718 +41%
CW
28
Cobiz Wealth
Colorado
$7.6M +$25.7K +865 +0.3%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$7.32M +$535K +18,215 +8%
SIA
30
Starfire Investment Advisers
Michigan
$6.96M -$2.51M -84,436 -26%
SWM
31
SVA Wealth Management
Wisconsin
$6.84M -$243K -8,188 -3%
CCA
32
Clearwater Capital Advisors
Illinois
$6.52M -$107K -3,596 -2%
CWM
33
Cornerstone Wealth Management
Missouri
$6.17M +$1.77M +149,803 +40%
EAM
34
Evanson Asset Management
California
$5.23M -$1.09M -36,624 -17%
PV
35
Private Vista
Illinois
$5M -$760K -25,571 -13%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$4.79M -$1.28M -43,097 -21%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$4.73M +$384K +12,948 +9%
RIA
38
RPG Investment Advisory
California
$4.63M -$107K -3,585 -2%
BCI
39
Brinker Capital Investments
Pennsylvania
$4.63M -$106K -3,564 -2%
SEIA
40
Signature Estate & Investment Advisors
California
$4.3M -$88.9K -2,991 -2%
JCM
41
Janney Capital Management
Pennsylvania
$4.22M -$145K -4,872 -3%
SHA
42
Seneca House Advisors
Virginia
$4.12M -$112K -3,756 -3%
HSA
43
HBK Sorce Advisory
Pennsylvania
$4.11M -$233K -7,837 -5%
FAM
44
Formidable Asset Management
Ohio
$4.05M +$1.91M +64,343 +89%
SB
45
Simmons Bank
Arkansas
$3.9M -$56.7K -1,909 -1%
Jane Street
46
Jane Street
New York
$3.83M +$3.6M +121,100 +1,576%
TC
47
Truvestments Capital
Florida
$3.77M +$539K +18,132 +17%
AG
48
Advisor Group
Arizona
$3.71M +$472K +15,891 +15%
BFG
49
Beacon Financial Group
Texas
$3.63M -$49.6K -1,670 -1%
IWA
50
Inspirion Wealth Advisors
Illinois
$3.54M +$7.78K +262 +0.2%
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