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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

115 hedge funds and large institutions have $372M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
10
Increased
45
Reduced
36
Closed
4
Calls
$7.79M
Puts
$5.78M
Net Calls
+$2.01M
Net Calls Change
+$3.99M

Top Buyers

1
CLA
Cranberry Lake Advisors
Texas
+$6.89M
2
JWM
Jacobus Wealth Management
Wisconsin
+$5.15M
3
SWM
SVA Wealth Management
Wisconsin
+$2.7M
4
VCAM
Valentine Capital Asset Management
California
+$2.17M
5
Wells Fargo
Wells Fargo
California
+$1.98M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
-$12.4M
2
LYV
Live Your Vision
Pennsylvania
-$6.86M
3
AP
Advisors Preferred
Maryland
-$4.6M
4
OCG
Opus Capital Group
Ohio
-$3.98M
5
Bank of America
Bank of America
North Carolina
-$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$767K +$221K +9,687 +40%
BF
52
BOK Financial
Oklahoma
$756K +$253K +11,130 +50%
V
53
Veritable
Delaware
$734K – – –
TT
54
Tower Trust
Indiana
$732K -$456K -20,055 -38%
Jane Street
55
Jane Street
New York
$725K +$725K +31,851 New
HCM
56
Hengehold Capital Management
Ohio
$715K -$12.4M -543,585 -95%
FAAS
57
First Allied Advisory Services
California
$699K -$233K -10,248 -25%
SF
58
Synovus Financial
Georgia
$695K -$26K -1,140 -4%
Deutsche Bank
59
Deutsche Bank
Germany
$637K +$66.9K +2,940 +12%
1GA
60
1st Global Advisors
Texas
$623K +$59.3K +2,607 +11%
MFS
61
MSI Financial Services
Massachusetts
$611K -$15.7K -690 -3%
SCA
62
Stillwater Capital Advisors
Pennsylvania
$602K – – –
SGCA
63
Steel Grove Capital Advisors
Tennessee
$578K +$303K +13,323 +110%
CWM
64
Concert Wealth Management
California
$572K +$22.3K +990 +4%
IT
65
Investors Trust
Texas
$542K – – –
MIH
66
Madison Investment Holdings
Wisconsin
$526K – – –
PAG
67
Private Advisor Group
New Jersey
$513K +$410 +18 +0.1%
Ameriprise
68
Ameriprise
Minnesota
$498K +$250K +10,995 +101%
FSA
69
Financial Sense Advisors
California
$492K +$492K +21,651 New
KFP
70
Keystone Financial Planning
Ohio
$484K -$2.22M -97,749 -82%
ACM
71
Aviance Capital Management
Florida
$479K +$333K +14,637 +228%
EWM
72
Evermay Wealth Management
Virginia
$471K – – –
EWM
73
Empirical Wealth Management
Washington
$455K +$27.8K +1,221 +7%
SC
74
Scotia Capital
Ontario, Canada
$439K – – –
AIG
75
American International Group
New York
$416K -$230K -10,089 -36%
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