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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

235 hedge funds and large institutions have $784M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
25
Increased
91
Reduced
75
Closed
21
Calls
$655K
Puts
$216K
Net Calls
+$439K
Net Calls Change
-$257K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12.1M
2
DWM
Destination Wealth Management
California
+$8.34M
3
SWM
SVA Wealth Management
Wisconsin
+$4.5M
4
SMG
Smart Money Group
Texas
+$3.56M
5
FCI
Financial Counselors Inc
Kansas
+$2.98M

Top Sellers

1
PP
Palladium Partners
Virginia
-$12.9M
2
HNB
Huntington National Bank
Ohio
-$7.49M
3
Wells Fargo
Wells Fargo
California
-$6.47M
4
Morgan Stanley
Morgan Stanley
New York
-$4.86M
5
CAI
Capital Advisors Inc
Oklahoma
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
51
GW & Wade
Massachusetts
$3.12M +$253K +8,531 +9%
LPT
52
Legacy Private Trust
Wisconsin
$2.68M -$363K -12,259 -12%
PT
53
Plimoth Trust
Massachusetts
$2.59M -$70.1K -2,365 -3%
HFA
54
HC Financial Advisors
California
$2.53M +$166K +5,600 +7%
CCP
55
Cardan Capital Partners
Colorado
$2.24M -$57.3K -1,932 -2%
ST
56
Spinnaker Trust
Maine
$2.22M +$28.1K +949 +1%
HighTower Advisors
57
HighTower Advisors
Illinois
$2.16M +$297K +10,021 +16%
IWA
58
Intercontinental Wealth Advisors
Texas
$2.16M -$97K -3,272 -4%
FAM
59
Formidable Asset Management
Ohio
$2.14M +$2.14M +72,151 New
FPIS
60
Financial Planning & Information Services
Wisconsin
$2.05M +$297K +10,008 +17%
SS
61
Sunbelt Securities
Texas
$2.05M +$2.05M +69,140 New
MML Investors Services
62
MML Investors Services
Massachusetts
$2.05M +$288K +9,698 +16%
CIBC World Market
63
CIBC World Market
Ontario, Canada
$1.99M +$1.99M +67,220 New
GFPC
64
Global Financial Private Capital
Florida
$1.96M -$16.8K -565 -0.8%
FF
65
Fluent Financial
Texas
$1.89M -$2.37M -79,950 -56%
RW
66
Rand Wealth
Maryland
$1.85M -$775K -26,154 -30%
OIA
67
Optimum Investment Advisors
Illinois
$1.67M -$138K -4,652 -8%
AIM
68
Aspen Investment Management
Michigan
$1.61M +$29.7K +1,000 +2%
EWM
69
Empirical Wealth Management
Washington
$1.6M +$41.5K +1,400 +3%
GEA
70
Glen Eagle Advisors
New Jersey
$1.58M +$171K +5,773 +12%
VA
71
Valmark Advisers
Ohio
$1.57M +$108K +3,649 +7%
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$1.52M -$8.9K -300 -0.6%
HFS
73
HL Financial Services
Kentucky
$1.52M +$81.6K +2,751 +6%
Stifel Financial
74
Stifel Financial
Missouri
$1.48M +$27.3K +921 +2%
CTC
75
Central Trust Company
Missouri
$1.45M -$475K -16,023 -25%
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