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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

189 hedge funds and large institutions have $697M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
4.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.17%
New
32
Increased
82
Reduced
47
Closed
16
Calls
$1.79M
Puts
$873K
Net Calls
+$917K
Net Calls Change
+$1.76M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.16M
2
Bank of America
Bank of America
North Carolina
+$4.05M
3
SB
Simmons Bank
Arkansas
+$3.46M
4
Wells Fargo
Wells Fargo
California
+$3.43M
5
Morgan Stanley
Morgan Stanley
New York
+$3.42M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
-$20.5M
2
FIG
FundX Investment Group
California
-$15.3M
3
HNB
Huntington National Bank
Ohio
-$9.47M
4
PCM
Pointe Capital Management
Michigan
-$9.01M
5
GIM
Guild Investment Management
California
-$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
51
Optimum Investment Advisors
Illinois
$2.06M -$20.2K -753 -1%
CCP
52
Cardan Capital Partners
Colorado
$1.92M +$46.8K +1,740 +2%
AIM
53
Aspen Investment Management
Michigan
$1.83M -$407K -15,141 -18%
ST
54
Spinnaker Trust
Maine
$1.74M +$54.8K +2,040 +3%
ICOA
55
Investment Centers of America
North Dakota
$1.64M +$437K +16,245 +36%
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$1.6M -$15.7K -585 -1%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$1.56M +$22.8K +849 +1%
DWM
58
Dakota Wealth Management
Florida
$1.43M -$34.9K -1,299 -2%
BCI
59
Brinker Capital Investments
Pennsylvania
$1.41M +$77.2K +2,871 +6%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.4M +$326K +12,207 +30%
IWA
61
Intercontinental Wealth Advisors
Texas
$1.36M +$350K +13,044 +35%
SFG
62
StrategIQ Financial Group
Indiana
$1.34M +$282K +10,512 +27%
HCM
63
Hengehold Capital Management
Ohio
$1.29M -$20.5M -764,037 -94%
PAG
64
Private Advisor Group
New Jersey
$1.28M +$65.4K +2,487 +5%
VC
65
Vestor Capital
Illinois
$1.26M +$26.6K +990 +2%
GEA
66
Glen Eagle Advisors
New Jersey
$1.12M +$3.53K +132 +0.3%
SAM
67
SignalPoint Asset Management
Missouri
$1.11M +$53.2K +1,980 +5%
CAN
68
Cetera Advisor Networks
California
$1.11M +$296K +11,010 +36%
EWM
69
Empirical Wealth Management
Washington
$1.11M +$56.2K +2,091 +5%
GWA
70
Guidant Wealth Advisors
Illinois
$1.07M -$220K -8,361 -17%
Stifel Financial
71
Stifel Financial
Missouri
$1.03M -$279K -10,410 -21%
LYV
72
Live Your Vision
Pennsylvania
$996K -$6.06M -225,450 -86%
HFS
73
HL Financial Services
Kentucky
$976K +$113K +4,200 +13%
NWP
74
Northstar Wealth Partners
Connecticut
$975K +$975K +37,098 New
Goldman Sachs
75
Goldman Sachs
New York
$963K +$242K +9,015 +34%
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