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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

113 hedge funds and large institutions have $383M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
7
Increased
46
Reduced
34
Closed
8
Calls
$6.19M
Puts
$7.69M
Net Calls
-$1.5M
Net Calls Change
-$3.5M

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.48M
2
OCG
2
Opus Capital Group
Ohio
$4.77M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.96M
4
VCAM
4
Valentine Capital Asset Management
California
$11.1M
5
PI
5
Placemark Investments
Illinois
$6.19M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$24.9M
2
JWM
2
Jacobus Wealth Management
Wisconsin
$4.97M
3
EM
3
EnTrustPermal Management
New York
$0
4
LPL Financial
4
LPL Financial
California
$15.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$323K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
51
Moller Wealth Partners
$882K – – –
CA
52
Cetera Advisors
Colorado
$820K +$32.6K +1,392 +4%
SF
53
Synovus Financial
Georgia
$777K +$64.4K +2,760 +9%
BF
54
BOK Financial
Oklahoma
$776K – – –
ONB
55
Old National Bancorp
Indiana
$730K +$730K +31,254 New
HCM
56
Hengehold Capital Management
Ohio
$729K -$4.48K -192 -0.6%
CASB
57
Cape Ann Savings Bank
Massachusetts
$670K +$670K +28,689 New
FAAS
58
First Allied Advisory Services
California
$654K -$65.4K -2,793 -9%
MFS
59
MSI Financial Services
Massachusetts
$647K +$20.2K +867 +3%
1GA
60
1st Global Advisors
Texas
$611K -$28.9K -1,239 -5%
SCA
61
Stillwater Capital Advisors
Pennsylvania
$605K -$12.2K -525 -2%
V
62
Veritable
Delaware
$567K -$186K -7,977 -25%
CWM
63
Concert Wealth Management
California
$555K -$27.5K -1,200 -5%
PAG
64
Private Advisor Group
New Jersey
$552K +$25.2K +1,080 +5%
MIH
65
Madison Investment Holdings
Wisconsin
$540K – – –
KFP
66
Keystone Financial Planning
Ohio
$486K -$11.1K -477 -2%
EWM
67
Empirical Wealth Management
Washington
$464K -$2.45K -105 -0.5%
SB
68
Suntrust Banks
Georgia
$450K -$804K -34,521 -64%
SC
69
Scotia Capital
Ontario, Canada
$450K – – –
EWM
70
Evermay Wealth Management
Virginia
$436K -$46.9K -2,010 -10%
FSC
71
Fiduciary Services Corp
Georgia
$430K +$53.5K +2,292 +14%
FIM
72
Freedom Investment Management
Connecticut
$393K -$6.87K -294 -2%
RCAG
73
Rehmann Capital Advisory Group
Michigan
$385K – – –
OC
74
Oarsman Capital
Wisconsin
$371K +$4.34K +186 +1%
Ameriprise
75
Ameriprise
Minnesota
$344K -$167K -7,161 -33%
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