DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

195 hedge funds and large institutions have $709M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
24
Increased
81
Reduced
57
Closed
17
Calls
$1.54M
Puts
$982K
Net Calls
+$560K
Net Calls Change
-$357K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.48M
2
LPT
Legacy Private Trust
Wisconsin
+$4.28M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$3.12M
4
Wells Fargo
Wells Fargo
California
+$2.83M
5
TRCT
Tower Research Capital (TRC)
New York
+$2.06M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$10.6M
2
AWS
AJ Wealth Strategies
New York
-$3.68M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.18M
4
PV
Private Vista
Illinois
-$3.07M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$2.06M +$2.06M +76,719 New
ST
52
Spinnaker Trust
Maine
$1.78M +$46.2K +1,722 +3%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.73M +$326K +12,192 +23%
IWA
54
Intercontinental Wealth Advisors
Texas
$1.66M +$311K +11,595 +23%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.55M +$1.55M +57,906 New
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$1.54M -$55.9K -2,085 -4%
SFG
57
StrategIQ Financial Group
Indiana
$1.47M +$126K +4,716 +9%
AIM
58
Aspen Investment Management
Michigan
$1.41M -$417K -15,540 -23%
BCI
59
Brinker Capital Investments
Pennsylvania
$1.39M -$16.5K -615 -1%
FMLI
60
Fukoku Mutual Life Insurance
Japan
$1.37M +$1.37M +51,000 New
DWM
61
Dakota Wealth Management
Florida
$1.34M -$90.6K -3,378 -6%
PAG
62
Private Advisor Group
New Jersey
$1.3M -$3.44K -129 -0.3%
VC
63
Vestor Capital
Illinois
$1.26M +$6.84K +255 +0.5%
HCM
64
Hengehold Capital Management
Ohio
$1.26M -$25.8K -960 -2%
EWM
65
Empirical Wealth Management
Washington
$1.24M +$139K +5,172 +13%
Stifel Financial
66
Stifel Financial
Missouri
$1.2M +$162K +6,048 +16%
NWP
67
Northstar Wealth Partners
Connecticut
$1.17M +$186K +6,978 +19%
GEA
68
Glen Eagle Advisors
New Jersey
$1.17M +$40.3K +1,503 +4%
CAN
69
Cetera Advisor Networks
California
$1.16M +$51.5K +1,920 +5%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$1.16M -$403K -15,000 -26%
SAM
71
SignalPoint Asset Management
Missouri
$1.14M +$28.9K +1,077 +3%
FAAS
72
First Allied Advisory Services
California
$1.11M +$355K +13,257 +47%
LYV
73
Live Your Vision
Pennsylvania
$1.05M +$47.6K +1,755 +5%
GWA
74
Guidant Wealth Advisors
Illinois
$1.03M -$58.7K -2,205 -5%
Goldman Sachs
75
Goldman Sachs
New York
$999K +$37.4K +1,395 +4%
1 2
3
4 5