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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

87 hedge funds and large institutions have $328M invested in WisdomTree US SmallCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
14
Increased
43
Reduced
17
Closed
4
Calls
$620K
Puts
$1.28M
Net Calls
-$663K
Net Calls Change
+$241K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.8M
2
Wells Fargo
2
Wells Fargo
California
$24M
3
PP
3
Palladium Partners
Virginia
$14M
4
U
4
UBS
Switzerland
$35.6M
5
EM
5
EnTrustPermal Management
New York
$3.86M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.45M
2
IT
2
Investors Trust
Texas
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.49M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.14M
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
51
MSI Financial Services
Massachusetts
$592K 9,450 +887 +10%
AIG
52
American International Group
New York
$584K 9,330 +5,633 +152%
SEIA
53
Signature Estate & Investment Advisors
California
$570K 9,099 +1,902 +26%
CWM
54
Concert Wealth Management
California
$566K 9,023 +175 +2%
SCA
55
Stillwater Capital Advisors
Pennsylvania
$552K 8,820 +2,100 +31%
1GA
56
1st Global Advisors
Texas
$517K 8,262 – –
EWM
57
Empirical Wealth Management
Washington
$511K 8,154 +391 +5%
MIH
58
Madison Investment Holdings
Wisconsin
$483K 7,704 – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$452K 7,209 +400 +6%
FIM
60
Freedom Investment Management
Connecticut
$353K 5,644 +180 +3%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$344K 5,500 – –
OC
62
Oarsman Capital
Wisconsin
$325K 5,196 +68 +1%
SC
63
Scotia Capital
Ontario, Canada
$323K 5,164 – –
SAG
64
Sterne Agee Group
Alabama
$315K 5,029 +5,029 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$310K 4,938 – –
FNBT
66
FineMark National Bank & Trust
Florida
$284K 4,535 – –
CG
67
Colony Group
Massachusetts
$282K 4,510 -1,060 -19%
SAM
68
SignalPoint Asset Management
Missouri
$277K 4,421 -5,430 -55%
CAN
69
Cetera Advisor Networks
California
$268K 4,265 -76 -2%
CS
70
Credit Suisse
Switzerland
$267K 4,270 -981 -19%
SGCA
71
Steel Grove Capital Advisors
Tennessee
$252K 4,020 +4,020 New
VKH
72
Virtu KCG Holdings
New York
$247K 3,938 +3,938 New
Ameriprise
73
Ameriprise
Minnesota
$224K 3,572 +189 +6%
CBN
74
Cadence Bank NA
Texas
$222K 3,546 – –
HC
75
HHG & Company
Connecticut
$204K 3,280 -625 -16%
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