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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

134 hedge funds and large institutions have $485M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
3.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
21
Increased
66
Reduced
29
Closed
15
Calls
–
Puts
$1.58M
Net Calls
-$1.58M
Net Calls Change
+$561K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$20.6M
2
UBS Group
UBS Group
Switzerland
+$14.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.2M
5
PFM
Parsec Financial Management
North Carolina
+$3.81M

Top Sellers

1
BTS
BB&T Securities
Virginia
-$5.61M
2
CA
Cumberland Advisors
Florida
-$4.02M
3
Jane Street
Jane Street
New York
-$3.33M
4
BUB
BBVA USA Bancshares
Texas
-$1.96M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$1.34M +$531K +22,017 +66%
SF
52
Synovus Financial
Georgia
$1.3M +$176K +7,332 +16%
AIG
53
American International Group
New York
$1.3M +$870K +36,225 +204%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$1.26M +$288 +12 +0%
B
55
Baird
Wisconsin
$1.26M +$115K +4,770 +10%
BCI
56
Brinker Capital Investments
Pennsylvania
$1.25M +$114K +4,728 +10%
NFG
57
Next Financial Group
Texas
$1.24M +$23.9K +996 +2%
SEIA
58
Signature Estate & Investment Advisors
California
$1.18M +$19.7K +819 +2%
RIA
59
Regal Investment Advisors
Michigan
$1.04M – – –
FSA
60
Financial Sense Advisors
California
$1.01M +$221K +9,198 +28%
MAA
61
Managed Account Advisors
New Jersey
$993K +$993K +41,316 New
CS
62
Credit Suisse
Switzerland
$983K +$983K +40,920 New
ONB
63
Old National Bancorp
Indiana
$924K -$26.3K -1,095 -3%
HighTower Advisors
64
HighTower Advisors
Illinois
$909K +$63.7K +2,652 +8%
FWM
65
Frontier Wealth Management
Missouri
$905K +$905K +37,680 New
MWP
66
Moller Wealth Partners
$875K -$32.8K -1,365 -4%
CA
67
Cetera Advisors
Colorado
$870K -$50.1K -2,091 -5%
TFA
68
Transamerica Financial Advisors
Florida
$843K +$843K +35,055 New
ICAS
69
Investors Capital Advisory Services
Massachusetts
$798K +$519K +21,621 +186%
PAG
70
Private Advisor Group
New Jersey
$794K +$150K +6,225 +23%
MFS
71
MSI Financial Services
Massachusetts
$776K +$7.5K +312 +1%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$772K +$351K +14,619 +84%
CASB
73
Cape Ann Savings Bank
Massachusetts
$750K +$75K +3,120 +11%
BF
74
BOK Financial
Oklahoma
$661K -$84.8K -3,528 -11%
SCA
75
Stillwater Capital Advisors
Pennsylvania
$623K – – –
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3
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