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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

263 hedge funds and large institutions have $532M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-29
Holders Change %
-9.93%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
30
Increased
75
Reduced
118
Closed
53
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$330K

Top Buyers

1
M&T Bank
M&T Bank
New York
+$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.6M
3
AssetMark Inc
AssetMark Inc
California
+$4.51M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.79M
5
Creative Planning
Creative Planning
Kansas
+$3.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CWM
Connecticut Wealth Management
Connecticut
-$7.7M
3
HNB
Huntington National Bank
Ohio
-$5.61M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$4.99M
5
SHA
Seneca House Advisors
Virginia
-$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$4.93M -$2.98M -165,332 -38%
PP
27
Palladium Partners
Virginia
$4.87M -$602K -33,433 -11%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$4.85M -$3.24M -179,915 -40%
SL
29
Stevard LLC
Illinois
$4.1M +$1.27M +50,029 +45%
TRCT
30
Tower Research Capital (TRC)
New York
$4.06M +$3.79M +210,408 +1,414%
SIA
31
Starfire Investment Advisers
Michigan
$3.96M -$435K -24,165 -10%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.86M -$722K -40,049 -16%
IA
33
IFP Advisors
Florida
$3.3M +$500K +26,986 +18%
CRC
34
Curi RMB Capital
Illinois
$3.25M -$698K -38,717 -18%
BFPW
35
BOK Financial Private Wealth
Colorado
$3.09M -$1.14M -63,196 -27%
SEIA
36
Signature Estate & Investment Advisors
California
$3.09M +$43.5K +2,414 +1%
HNB
37
Huntington National Bank
Ohio
$3.05M -$5.61M – –
CCP
38
Cardan Capital Partners
Colorado
$3.04M +$3.04M +168,500 New
Jane Street
39
Jane Street
New York
$2.82M +$2.08M +115,207 +280%
Citadel Advisors
40
Citadel Advisors
Florida
$2.81M +$2.47M +136,957 +726%
CWM
41
Connecticut Wealth Management
Connecticut
$2.81M -$7.7M -427,516 -73%
BCI
42
Brinker Capital Investments
Pennsylvania
$2.8M -$54.7K -3,033 -2%
RIA
43
RPG Investment Advisory
California
$2.76M -$13.2K -730 -0.5%
EAM
44
Evanson Asset Management
California
$2.66M +$1.69K +94 +0.1%
JFA
45
JNBA Financial Advisors
Minnesota
$2.55M +$1.69M +93,825 +196%
BWM
46
BCS Wealth Management
Tennessee
$2.44M -$12.6K -700 -0.5%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$2.29M -$310K -17,228 -12%
BFG
48
Beacon Financial Group
Texas
$2.23M -$20.7K -1,145 -0.9%
IWA
49
Inspirion Wealth Advisors
Illinois
$2.19M -$76.4K -4,242 -3%
SWM
50
SVA Wealth Management
Wisconsin
$2.11M -$645K -35,800 -23%
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