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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

251 hedge funds and large institutions have $782M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
33
Increased
106
Reduced
64
Closed
25
Calls
$584K
Puts
–
Net Calls
+$584K
Net Calls Change
+$35K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.4M
2
MWM
Merriman Wealth Management
Washington
+$10.1M
3
Ameriprise
Ameriprise
Minnesota
+$4.66M
4
RJA
Raymond James & Associates
Florida
+$4.1M
5
KeyBank National Association
KeyBank National Association
Ohio
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.96M
3
SAM
Smithbridge Asset Management
Pennsylvania
-$2.83M
4
FAM
Formidable Asset Management
Ohio
-$2.64M
5
M&T Bank
M&T Bank
New York
-$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
26
Huntington National Bank
Ohio
$7.93M -$6.99M – –
CRC
27
Curi RMB Capital
Illinois
$7.13M +$66.1K +2,399 +0.9%
SIA
28
Starfire Investment Advisers
Michigan
$7.08M -$46.9K -1,704 -0.7%
KeyBank National Association
29
KeyBank National Association
Ohio
$6.83M +$4.02M +145,894 +143%
CW
30
Cobiz Wealth
Colorado
$6.76M +$191K +6,952 +3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$6.4M +$1.61M +58,447 +34%
SWM
32
SVA Wealth Management
Wisconsin
$6.05M -$104K -3,771 -2%
CCA
33
Clearwater Capital Advisors
Illinois
$4.31M -$1.01M -36,553 -19%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$4.25M -$27.9K -1,009 -0.7%
SEIA
35
Signature Estate & Investment Advisors
California
$4.24M +$163K +5,910 +4%
RIA
36
RPG Investment Advisory
California
$4.17M -$101K -3,675 -2%
EAM
37
Evanson Asset Management
California
$4.16M -$197K -7,153 -5%
SHA
38
Seneca House Advisors
Virginia
$4.08M +$176K +6,381 +5%
BCI
39
Brinker Capital Investments
Pennsylvania
$4.03M -$171K -6,205 -4%
SB
40
Simmons Bank
Arkansas
$3.86M -$26.2K -950 -0.7%
AG
41
Advisor Group
Arizona
$3.85M +$357K +12,962 +10%
HSA
42
HBK Sorce Advisory
Pennsylvania
$3.71M -$331 -12 -0%
IWA
43
Inspirion Wealth Advisors
Illinois
$3.55M -$70.1K -2,544 -2%
JCM
44
Janney Capital Management
Pennsylvania
$3.47M -$172K -6,228 -5%
PV
45
Private Vista
Illinois
$3.46M -$1.01M -36,569 -23%
GW
46
GW & Wade
Massachusetts
$3.38M +$139K +5,040 +4%
NEIRG
47
New England Investment & Retirement Group
Massachusetts
$3.3M +$3.3M +119,748 New
HFA
48
HC Financial Advisors
California
$3.19M +$184K +6,675 +6%
CWM
49
Capital Wealth Management
Rhode Island
$3.17M +$51K +1,852 +2%
FCI
50
Financial Counselors Inc
Kansas
$2.99M -$679K -24,656 -18%
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