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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

130 hedge funds and large institutions have $416M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+12
Holders Change %
+10.17%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
22
Increased
53
Reduced
24
Closed
8
Calls
$441K
Puts
$2.58M
Net Calls
-$2.14M
Net Calls Change
-$4.39M

Top Buyers

1
HCM
Hengehold Capital Management
Ohio
+$8.49M
2
Morgan Stanley
Morgan Stanley
New York
+$6.01M
3
VC
Vicus Capital
Pennsylvania
+$5.71M
4
BTS
BB&T Securities
Virginia
+$5.46M
5
CA
Cumberland Advisors
Florida
+$4.02M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.22M
2
ST
Spinnaker Trust
Maine
-$4.08M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.23M
4
BUB
BBVA USA Bancshares
Texas
-$3.17M
5
GIM
Guild Investment Management
California
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
51
Wisconsin Capital Management
Wisconsin
$1.18M +$12.8K +540 +1%
SEIA
52
Signature Estate & Investment Advisors
California
$1.14M +$59.5K +2,517 +5%
B
53
Baird
Wisconsin
$1.13M +$285K +12,039 +34%
BCI
54
Brinker Capital Investments
Pennsylvania
$1.12M +$39.2K +1,656 +4%
SF
55
Synovus Financial
Georgia
$1.1M +$169K +7,137 +18%
RIA
56
Regal Investment Advisors
Michigan
$1.02M – – –
ONB
57
Old National Bancorp
Indiana
$935K -$63.2K -2,670 -6%
CA
58
Cetera Advisors
Colorado
$906K – – –
MWP
59
Moller Wealth Partners
$893K – – –
HighTower Advisors
60
HighTower Advisors
Illinois
$832K +$457K +19,341 +122%
Ameriprise
61
Ameriprise
Minnesota
$787K +$498K +21,066 +172%
FSA
62
Financial Sense Advisors
California
$780K +$488K +20,649 +167%
MFS
63
MSI Financial Services
Massachusetts
$756K +$200K +8,475 +36%
BF
64
BOK Financial
Oklahoma
$733K – – –
Deutsche Bank
65
Deutsche Bank
Germany
$729K -$41.8K -1,767 -5%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$718K -$3.23M -136,593 -82%
CASB
67
Cape Ann Savings Bank
Massachusetts
$664K -$14.5K -615 -2%
PAG
68
Private Advisor Group
New Jersey
$634K +$17.6K +744 +3%
1GA
69
1st Global Advisors
Texas
$618K – – –
SCA
70
Stillwater Capital Advisors
Pennsylvania
$613K – – –
CWM
71
Concert Wealth Management
California
$598K +$61K +2,586 +11%
V
72
Veritable
Delaware
$574K – – –
MIH
73
Madison Investment Holdings
Wisconsin
$546K – – –
KFP
74
Keystone Financial Planning
Ohio
$483K – – –
FSC
75
Fiduciary Services Corp
Georgia
$467K +$7.72K +327 +2%
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