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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

175 hedge funds and large institutions have $741M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+20
Holders Change %
+12.9%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.3%
New
33
Increased
69
Reduced
42
Closed
10
Calls
$783K
Puts
$1.63M
Net Calls
-$847K
Net Calls Change
-$1.34M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
PCM
2
Pointe Capital Management
Michigan
$9.01M
3
GIM
3
Guild Investment Management
California
$8.61M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.1M
5
JCM
5
Janney Capital Management
Pennsylvania
$8.05M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$0
2
HNB
2
Huntington National Bank
Ohio
$9.47M
3
PV
3
Private Vista
Illinois
$18.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$22.2M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$2.49M +$977K +35,421 +65%
FCI
52
Financial Counselors Inc
Kansas
$2.48M +$2.48M +89,868 New
RW
53
Rand Wealth
Maryland
$2.39M +$49K +1,776 +2%
AIM
54
Aspen Investment Management
Michigan
$2.3M +$343K +12,450 +18%
OIA
55
Optimum Investment Advisors
Illinois
$2.13M +$7.11K +258 +0.3%
MBT
56
Montecito Bank & Trust
California
$2.05M -$1.39M -50,349 -40%
BCM
57
Barometer Capital Management
Ontario, Canada
$1.94M +$157K +5,700 +9%
CCP
58
Cardan Capital Partners
Colorado
$1.93M +$56.6K +2,052 +3%
ST
59
Spinnaker Trust
Maine
$1.73M +$78.5K +2,847 +5%
WSTAM
60
Wilbanks Smith & Thomas Asset Management
Virginia
$1.66M -$76.1K -2,760 -4%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$1.58M -$262K -9,498 -14%
MFS
62
MSI Financial Services
Massachusetts
$1.55M +$11.7K +426 +0.8%
DWM
63
Dakota Wealth Management
Florida
$1.51M -$72.7K -2,637 -5%
BCI
64
Brinker Capital Investments
Pennsylvania
$1.36M -$450K -16,326 -25%
GWA
65
Guidant Wealth Advisors
Illinois
$1.35M -$601K -21,825 -31%
Stifel Financial
66
Stifel Financial
Missouri
$1.35M -$10.7K -387 -0.8%
OC
67
Oppenheimer & Co
New York
$1.29M +$654K +23,730 +103%
PAG
68
Private Advisor Group
New Jersey
$1.28M +$216K +7,851 +20%
VC
69
Vestor Capital
Illinois
$1.26M +$67K +2,430 +6%
ICOA
70
Investment Centers of America
North Dakota
$1.23M +$405K +14,703 +49%
GEA
71
Glen Eagle Advisors
New Jersey
$1.15M +$1.15M +41,835 New
HighTower Advisors
72
HighTower Advisors
Illinois
$1.11M +$137K +4,974 +14%
SFG
73
StrategIQ Financial Group
Indiana
$1.09M -$48.7K -1,767 -4%
SAM
74
SignalPoint Asset Management
Missouri
$1.09M -$2.15K -78 -0.2%
EWM
75
Empirical Wealth Management
Washington
$1.08M +$301K +10,926 +39%
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