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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $792M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
86
Reduced
83
Closed
20
Calls
$517K
Puts
$317K
Net Calls
+$200K
Net Calls Change
+$110K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.61M
2
Morgan Stanley
Morgan Stanley
New York
+$3.3M
3
CA
Cetera Advisors
Colorado
+$2.18M
4
KeyBank National Association
KeyBank National Association
Ohio
+$2.15M
5
Creative Planning
Creative Planning
Kansas
+$1.93M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$5.96M
2
AssetMark Inc
AssetMark Inc
California
-$3.73M
3
Wells Fargo
Wells Fargo
California
-$3.62M
4
FAM
Formidable Asset Management
Ohio
-$2.72M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
-$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$8.19M -$973K -35,536 -11%
SIA
27
Starfire Investment Advisers
Michigan
$6.78M -$80.5K -2,941 -1%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$6.47M -$233K -8,503 -3%
CRC
29
Curi RMB Capital
Illinois
$6.17M -$797K -29,111 -11%
HNB
30
Huntington National Bank
Ohio
$5.47M -$5.96M – –
SWM
31
SVA Wealth Management
Wisconsin
$5.2M -$306K -11,171 -6%
NEIRG
32
New England Investment & Retirement Group
Massachusetts
$4.73M -$2.14M -78,261 -31%
SEIA
33
Signature Estate & Investment Advisors
California
$4.57M +$130K +4,766 +3%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$4.54M +$146K +5,320 +3%
SHA
35
Seneca House Advisors
Virginia
$4.33M +$794 +29 +0%
RIA
36
RPG Investment Advisory
California
$4.23M +$12.8K +469 +0.3%
IA
37
IFP Advisors
Florida
$4.16M +$4.16M +152,180 New
BCI
38
Brinker Capital Investments
Pennsylvania
$4.07M +$365K +13,347 +10%
EAM
39
Evanson Asset Management
California
$4.03M -$92.9K -3,395 -2%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$3.98M +$3.61M +131,945 +973%
SB
41
Simmons Bank
Arkansas
$3.9M +$80.7K +2,947 +2%
AG
42
Advisor Group
Arizona
$3.78M -$665K -24,287 -15%
IWA
43
Inspirion Wealth Advisors
Illinois
$3.48M -$50.2K -1,835 -1%
HSA
44
HBK Sorce Advisory
Pennsylvania
$3.45M -$221K -8,080 -6%
BFG
45
Beacon Financial Group
Texas
$3.36M +$12.3K +451 +0.4%
CA
46
Cetera Advisors
Colorado
$3.29M +$2.18M +79,953 +198%
PV
47
Private Vista
Illinois
$3.26M -$112K -4,079 -3%
FCI
48
Financial Counselors Inc
Kansas
$3.24M +$119K +4,353 +4%
HFA
49
HC Financial Advisors
California
$3.07M -$163K -5,959 -5%
CWM
50
Capital Wealth Management
Rhode Island
$3M -$96.9K -3,543 -3%
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