DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

109 hedge funds and large institutions have $378M invested in WisdomTree US SmallCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
29
Increased
38
Reduced
29
Closed
6
Calls
$359K
Puts
$2.34M
Net Calls
-$1.98M
Net Calls Change
-$1.32M

Top Buyers

1
VCAM
1
Valentine Capital Asset Management
California
$5.67M
2
OCG
2
Opus Capital Group
Ohio
$4.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.9M
4
PI
4
Placemark Investments
Illinois
$2.85M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14M

Top Sellers

1
U
1
UBS
Switzerland
$32.7M
2
ST
2
Spinnaker Trust
Maine
$4.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.06M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$8.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
51
First Allied Advisory Services
California
$932K +$121K +5,334 +15%
SEIA
52
Signature Estate & Investment Advisors
California
$752K +$135K +5,976 +22%
V
53
Veritable
Delaware
$729K – – –
SF
54
Synovus Financial
Georgia
$716K -$3.39K -150 -0.5%
RW
55
Rand Wealth
Maryland
$698K +$698K +30,900 New
BCM
56
Barometer Capital Management
Ontario, Canada
$691K +$691K +30,600 New
AIG
57
American International Group
New York
$641K +$8.27K +366 +1%
MFS
58
MSI Financial Services
Massachusetts
$622K -$18.2K -807 -3%
SCA
59
Stillwater Capital Advisors
Pennsylvania
$598K – – –
Deutsche Bank
60
Deutsche Bank
Germany
$566K -$405K -17,943 -42%
1GA
61
1st Global Advisors
Texas
$560K – – –
CWM
62
Concert Wealth Management
California
$556K -$59.3K -2,610 -10%
CA
63
Cetera Advisors
Colorado
$543K +$543K +23,976 New
MIH
64
Madison Investment Holdings
Wisconsin
$522K – – –
PAG
65
Private Advisor Group
New Jersey
$509K +$509K +22,527 New
IT
66
Investors Trust
Texas
$507K +$507K +23,799 New
BF
67
BOK Financial
Oklahoma
$500K +$500K +22,113 New
EWM
68
Evermay Wealth Management
Virginia
$468K +$468K +20,700 New
SC
69
Scotia Capital
Ontario, Canada
$436K +$85.8K +3,798 +25%
EWM
70
Empirical Wealth Management
Washington
$424K -$129K -5,706 -23%
FIM
71
Freedom Investment Management
Connecticut
$379K -$4K -177 -1%
RCAG
72
Rehmann Capital Advisory Group
Michigan
$373K – – –
OC
73
Oarsman Capital
Wisconsin
$351K -$745 -33 -0.2%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$334K – – –
CAN
75
Cetera Advisor Networks
California
$332K +$41.7K +1,836 +14%
1 2
3
4 5