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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

147 hedge funds and large institutions have $441M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+13
Holders Change %
+9.7%
% of All Funds
3.86%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
22
Increased
57
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$11.9M
2
PWAG
Polaris Wealth Advisory Group
California
+$2.19M
3
Wells Fargo
Wells Fargo
California
+$1.25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.04M
5
CCS
Crosspoint Capital Strategies
California
+$1.02M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$9.23M
2
Morgan Stanley
Morgan Stanley
New York
-$7.09M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.98M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.66M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
51
Wilbanks Smith & Thomas Asset Management
Virginia
$1.29M -$31.5K -1,455 -2%
BCI
52
Brinker Capital Investments
Pennsylvania
$1.25M +$115K +5,319 +10%
VCAM
53
Valentine Capital Asset Management
California
$1.23M -$237K -10,965 -16%
VFS
54
VSR Financial Services
Kansas
$1.22M -$38K -1,758 -3%
SF
55
Synovus Financial
Georgia
$1.18M -$6.56K -303 -0.6%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$1.12M -$14.4K -666 -1%
DMS
57
Discretionary Management Services
Kansas
$1.09M +$18.5K +855 +2%
VC
58
Vestor Capital
Illinois
$1.07M -$23.4K -1,080 -2%
CCS
59
Crosspoint Capital Strategies
California
$1.02M +$1.02M +43,200 New
MFS
60
MSI Financial Services
Massachusetts
$891K +$216K +9,990 +32%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$883K +$169K +7,824 +24%
ICAS
62
Investors Capital Advisory Services
Massachusetts
$872K +$92.8K +4,290 +12%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$851K +$32.4K +1,497 +4%
CA
64
Cetera Advisors
Colorado
$821K +$61.1K +2,823 +8%
AIG
65
American International Group
New York
$796K -$50.7K -2,340 -6%
HighTower Advisors
66
HighTower Advisors
Illinois
$794K -$144K -6,678 -15%
Jane Street
67
Jane Street
New York
$792K -$40.5K -1,872 -5%
MWP
68
Moller Wealth Partners
$788K – – –
DWM
69
Destination Wealth Management
California
$778K +$263K +12,138 +51%
Citadel Advisors
70
Citadel Advisors
Florida
$736K -$305K -14,088 -29%
PAG
71
Private Advisor Group
New Jersey
$717K +$30.5K +1,407 +4%
CASB
72
Cape Ann Savings Bank
Massachusetts
$705K – – –
Invesco
73
Invesco
Georgia
$694K -$137K -6,309 -16%
RJA
74
Raymond James & Associates
Florida
$658K +$1.75K +81 +0.3%
SCA
75
Stillwater Capital Advisors
Pennsylvania
$651K – – –
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