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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

134 hedge funds and large institutions have $454M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
–
Holders Change %
0%
% of All Funds
3.61%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
16
Increased
55
Reduced
40
Closed
13
Calls
$444K
Puts
$1.04M
Net Calls
-$599K
Net Calls Change
+$980K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.54M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.23M
3
EWMCB
3
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.72M
5
VC
5
Vestor Capital
Illinois
$1.25M

Top Sellers

1
BUB
1
BBVA USA Bancshares
Texas
$243K
2
UBS Group
2
UBS Group
Switzerland
$42M
3
HNB
3
Huntington National Bank
Ohio
$3.01M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
VCAM
5
Valentine Capital Asset Management
California
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
51
Synovus Financial
Georgia
$1.31M +$46.5K +1,986 +4%
Invesco
52
Invesco
Georgia
$1.27M -$224K -9,537 -15%
VC
53
Vestor Capital
Illinois
$1.25M +$1.25M +53,412 New
NFG
54
Next Financial Group
Texas
$1.25M +$45.3K +1,929 +4%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$1.2M -$35.6K -1,515 -3%
BCI
56
Brinker Capital Investments
Pennsylvania
$1.18M -$37.6K -1,602 -3%
ICAS
57
Investors Capital Advisory Services
Massachusetts
$1.04M +$261K +11,130 +33%
MAA
58
Managed Account Advisors
New Jersey
$1.01M +$40.3K +1,716 +4%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$1.01M +$1.01M +42,879 New
FSA
60
Financial Sense Advisors
California
$997K +$6.27K +267 +0.6%
MMA
61
Miracle Mile Advisors
California
$994K +$585K +24,930 +143%
HighTower Advisors
62
HighTower Advisors
Illinois
$905K +$16.6K +708 +2%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$883K -$1.59M -67,659 -64%
MWP
64
Moller Wealth Partners
$855K – – –
AIG
65
American International Group
New York
$829K -$438K -18,663 -35%
CA
66
Cetera Advisors
Colorado
$824K -$27.5K -1,170 -3%
PAG
67
Private Advisor Group
New Jersey
$809K +$32.8K +1,398 +4%
MFS
68
MSI Financial Services
Massachusetts
$805K +$47K +2,004 +6%
ONB
69
Old National Bancorp
Indiana
$736K -$168K -7,128 -19%
CASB
70
Cape Ann Savings Bank
Massachusetts
$730K -$3.1K -132 -0.4%
SCA
71
Stillwater Capital Advisors
Pennsylvania
$720K +$111K +4,725 +18%
DMS
72
Discretionary Management Services
Kansas
$711K +$711K +30,300 New
BF
73
BOK Financial
Oklahoma
$646K – – –
CWM
74
Concert Wealth Management
California
$571K +$571K +24,363 New
DWM
75
Destination Wealth Management
California
$517K +$162K +6,891 +46%
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3
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