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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

241 hedge funds and large institutions have $575M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-22
Holders Change %
-8.37%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
70
Reduced
115
Closed
38
Calls
$239K
Puts
$6K
Net Calls
+$233K
Net Calls Change
+$244K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.8M
2
PPW
Parcion Private Wealth
Washington
+$2.98M
3
M&T Bank
M&T Bank
New York
+$2.97M
4
HA
HC Advisors
Georgia
+$2.64M
5
PPP
Private Portfolio Partners
New Jersey
+$1.82M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$20.5M
2
Bank of America
Bank of America
North Carolina
-$15.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.81M
4
Morgan Stanley
Morgan Stanley
New York
-$4.95M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.74M -$1.06M -49,864 -18%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.38M -$162K -7,671 -4%
SIA
28
Starfire Investment Advisers
Michigan
$4.24M -$410K -19,368 -9%
PFM
29
Parsec Financial Management
North Carolina
$4.11M -$4.16M -196,349 -50%
JFA
30
JNBA Financial Advisors
Minnesota
$3.74M +$741K +34,983 +25%
SEIA
31
Signature Estate & Investment Advisors
California
$3.63M -$614 -29 -0%
IA
32
IFP Advisors
Florida
$3.55M -$184K -8,781 -5%
BCI
33
Brinker Capital Investments
Pennsylvania
$3.47M +$183K +8,646 +6%
PP
34
Palladium Partners
Virginia
$3.32M -$2.41M -113,668 -42%
RIA
35
RPG Investment Advisory
California
$3.16M -$76.4K -3,608 -2%
BFPW
36
BOK Financial Private Wealth
Colorado
$3.08M -$561K -26,496 -15%
PPW
37
Parcion Private Wealth
Washington
$2.98M +$2.98M +141,566 New
HNB
38
Huntington National Bank
Ohio
$2.96M -$3.05M – –
EAM
39
Evanson Asset Management
California
$2.96M -$168K -7,930 -5%
TRCT
40
Tower Research Capital (TRC)
New York
$2.89M -$1.88M -88,736 -39%
BWM
41
BCS Wealth Management
Tennessee
$2.87M -$3.79K -179 -0.1%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$2.86M +$162K +7,643 +6%
CWM
43
Connecticut Wealth Management
Connecticut
$2.85M -$449K -21,180 -14%
BFG
44
Beacon Financial Group
Texas
$2.67M +$81.2K +3,878 +3%
HA
45
HC Advisors
Georgia
$2.64M +$2.64M +124,575 New
FPIS
46
Financial Planning & Information Services
Wisconsin
$2.61M +$251K +11,866 +11%
IWA
47
Inspirion Wealth Advisors
Illinois
$2.43M -$140K -6,603 -5%
HSA
48
HBK Sorce Advisory
Pennsylvania
$2.4M -$71.8K -3,389 -3%
CRC
49
Curi RMB Capital
Illinois
$2.33M -$1.48M -69,938 -39%
FCI
50
Financial Counselors Inc
Kansas
$2.32M -$82.8K -3,911 -3%
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