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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

244 hedge funds and large institutions have $659M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
5.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
41
Increased
81
Reduced
86
Closed
31
Calls
$549K
Puts
–
Net Calls
+$549K
Net Calls Change
+$870K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.09M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.96M
3
KeyBank National Association
KeyBank National Association
Ohio
+$2.5M
4
LPL Financial
LPL Financial
California
+$1.95M
5
NB
NBT Bank
New York
+$1.37M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$9.38M
2
Bank of America
Bank of America
North Carolina
-$6.3M
3
CWM
Cornerstone Wealth Management
Missouri
-$6.17M
4
PAG
Private Advisor Group
New Jersey
-$5.9M
5
Morgan Stanley
Morgan Stanley
New York
-$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
26
Starfire Investment Advisers
Michigan
$6.35M +$604K +24,623 +11%
CRC
27
Curi RMB Capital
Illinois
$6.29M -$1.99M -80,943 -24%
CW
28
Cobiz Wealth
Colorado
$5.85M -$428K -17,440 -7%
SWM
29
SVA Wealth Management
Wisconsin
$5.48M -$166K -6,786 -3%
CCA
30
Clearwater Capital Advisors
Illinois
$4.74M -$644K -26,262 -12%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.26M +$305K +12,438 +8%
PV
32
Private Vista
Illinois
$3.98M -$150K -6,118 -4%
EAM
33
Evanson Asset Management
California
$3.88M -$436K -17,766 -10%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$3.82M -$113K -4,584 -3%
RIA
35
RPG Investment Advisory
California
$3.8M -$20.3K -829 -0.5%
BCI
36
Brinker Capital Investments
Pennsylvania
$3.74M -$78K -3,178 -2%
SEIA
37
Signature Estate & Investment Advisors
California
$3.63M +$85.3K +3,477 +2%
SHA
38
Seneca House Advisors
Virginia
$3.48M +$71.8K +2,927 +2%
SB
39
Simmons Bank
Arkansas
$3.47M +$248K +10,102 +8%
HSA
40
HBK Sorce Advisory
Pennsylvania
$3.31M -$84.2K -3,434 -2%
FCI
41
Financial Counselors Inc
Kansas
$3.27M +$481K +19,624 +17%
JCM
42
Janney Capital Management
Pennsylvania
$3.25M -$242K -9,876 -7%
IWA
43
Inspirion Wealth Advisors
Illinois
$3.22M +$295K +12,036 +10%
AG
44
Advisor Group
Arizona
$3.11M +$44.7K +1,821 +1%
Citadel Advisors
45
Citadel Advisors
Florida
$2.96M +$2.96M +120,850 New
BFG
46
Beacon Financial Group
Texas
$2.9M -$89.6K -3,666 -3%
GW
47
GW & Wade
Massachusetts
$2.88M +$222K +9,037 +8%
SAM
48
Smithbridge Asset Management
Pennsylvania
$2.83M +$7.26K +296 +0.3%
CWM
49
Capital Wealth Management
Rhode Island
$2.78M -$9.74K -397 -0.3%
CAL
50
Capital Analysts LLC
Pennsylvania
$2.73M +$24.9K +1,015 +0.9%
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