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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $790M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-5
Holders Change %
-1.99%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
21
Increased
97
Reduced
79
Closed
22
Calls
$407K
Puts
$317K
Net Calls
+$90K
Net Calls Change
-$494K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$16.1M
2
Bank of America
Bank of America
North Carolina
+$8.15M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.08M
5
FAM
Formidable Asset Management
Ohio
+$2.72M

Top Sellers

1
LPL Financial
LPL Financial
California
-$14.6M
2
MWM
Merriman Wealth Management
Washington
-$10.1M
3
HNB
Huntington National Bank
Ohio
-$7.93M
4
JPLA
Joseph P. Lucia & Associates
New York
-$6.16M
5
GFPC
Global Financial Private Capital
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$7.76M +$1.03M +38,174 +15%
CRC
27
Curi RMB Capital
Illinois
$6.9M -$117K -4,310 -2%
NEIRG
28
New England Investment & Retirement Group
Massachusetts
$6.81M +$3.56M +131,354 +110%
SIA
29
Starfire Investment Advisers
Michigan
$6.8M -$178K -6,571 -3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$6.64M +$343K +12,662 +5%
CW
31
Cobiz Wealth
Colorado
$6.43M -$220K -8,133 -3%
HNB
32
Huntington National Bank
Ohio
$5.96M -$7.93M – –
SWM
33
SVA Wealth Management
Wisconsin
$5.45M -$509K -18,772 -9%
AG
34
Advisor Group
Arizona
$4.4M +$616K +22,716 +16%
SEIA
35
Signature Estate & Investment Advisors
California
$4.39M +$219K +8,082 +5%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$4.35M +$184K +6,790 +4%
SHA
37
Seneca House Advisors
Virginia
$4.25M +$275K +10,241 +7%
RIA
38
RPG Investment Advisory
California
$4.18M +$75K +2,765 +2%
EAM
39
Evanson Asset Management
California
$4.08M -$19.1K -704 -0.5%
SB
40
Simmons Bank
Arkansas
$3.78M -$23.7K -875 -0.6%
BCI
41
Brinker Capital Investments
Pennsylvania
$3.67M -$296K -10,915 -7%
HSA
42
HBK Sorce Advisory
Pennsylvania
$3.63M -$21.6K -798 -0.6%
CCA
43
Clearwater Capital Advisors
Illinois
$3.59M -$649K -23,921 -15%
IWA
44
Inspirion Wealth Advisors
Illinois
$3.5M +$9.35K +345 +0.3%
GW
45
GW & Wade
Massachusetts
$3.4M +$81.6K +3,011 +2%
PV
46
Private Vista
Illinois
$3.34M -$64.8K -2,390 -2%
BFG
47
Beacon Financial Group
Texas
$3.33M +$44.1K +1,628 +1%
JCM
48
Janney Capital Management
Pennsylvania
$3.31M -$105K -3,869 -3%
HFA
49
HC Financial Advisors
California
$3.2M +$67K +2,473 +2%
FCI
50
Financial Counselors Inc
Kansas
$3.1M +$150K +5,520 +5%
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