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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

233 hedge funds and large institutions have $732M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+7
Holders Change %
+3.1%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
27
Increased
92
Reduced
75
Closed
17
Calls
$912K
Puts
$216K
Net Calls
+$696K
Net Calls Change
+$249K

Top Buyers

1
SIA
Starfire Investment Advisers
Michigan
+$8.95M
2
LPL Financial
LPL Financial
California
+$3.69M
3
CRC
Curi RMB Capital
Illinois
+$2.94M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.37M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.26M

Top Sellers

1
DWM
Destination Wealth Management
California
-$30.4M
2
SWM
SVA Wealth Management
Wisconsin
-$13.8M
3
Bank of America
Bank of America
North Carolina
-$13.2M
4
HNB
Huntington National Bank
Ohio
-$8.64M
5
Morgan Stanley
Morgan Stanley
New York
-$7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
51
GW & Wade
Massachusetts
$2.65M +$508K +18,540 +24%
PT
52
Plimoth Trust
Massachusetts
$2.46M -$96.2K -3,512 -4%
RW
53
Rand Wealth
Maryland
$2.43M +$2.8K +102 +0.1%
EWF
54
Epstein & White Financial
California
$2.42M +$1.89M +69,739 +358%
Deutsche Bank
55
Deutsche Bank
Germany
$2.26M +$2.26M +82,300 New
HFA
56
HC Financial Advisors
California
$2.18M +$119K +4,328 +6%
CCP
57
Cardan Capital Partners
Colorado
$2.13M +$202K +7,356 +10%
IWA
58
Intercontinental Wealth Advisors
Texas
$2.08M -$53.4K -1,950 -3%
ST
59
Spinnaker Trust
Maine
$2.03M +$81K +2,955 +4%
GFPC
60
Global Financial Private Capital
Florida
$1.82M -$6.17K -225 -0.3%
VC
61
Vestor Capital
Illinois
$1.8M +$443K +16,151 +33%
Jane Street
62
Jane Street
New York
$1.79M +$1.79M +65,225 New
CTC
63
Central Trust Company
Missouri
$1.78M -$192K -7,024 -10%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.73M +$24.1K +877 +1%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.72M +$1.38M +50,247 +400%
OIA
66
Optimum Investment Advisors
Illinois
$1.67M -$294K -10,727 -15%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.62M +$179K +6,535 +12%
FPIS
68
Financial Planning & Information Services
Wisconsin
$1.62M +$1.62M +59,282 New
AIM
69
Aspen Investment Management
Michigan
$1.46M -$4.11K -150 -0.3%
EWM
70
Empirical Wealth Management
Washington
$1.44M -$43.2K -1,578 -3%
WSTAM
71
Wilbanks Smith & Thomas Asset Management
Virginia
$1.42M -$69.6K -2,540 -5%
VA
72
Valmark Advisers
Ohio
$1.35M -$135K -4,922 -9%
Stifel Financial
73
Stifel Financial
Missouri
$1.34M +$353K +12,889 +36%
DWM
74
Dakota Wealth Management
Florida
$1.34M -$31.5K -1,148 -2%
HFS
75
HL Financial Services
Kentucky
$1.33M +$1.33M +48,637 New
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