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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

237 hedge funds and large institutions have $826M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
5.43%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
26
Increased
96
Reduced
70
Closed
22
Calls
$458K
Puts
$779K
Net Calls
-$321K
Net Calls Change
-$760K

Top Buyers

1
FMLI
Fukoku Mutual Life Insurance
Japan
+$8.91M
2
PAG
Private Advisor Group
New Jersey
+$8.71M
3
LPL Financial
LPL Financial
California
+$5.06M
4
Jane Street
Jane Street
New York
+$3.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.44M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$29.9M
2
HNB
Huntington National Bank
Ohio
-$8.38M
3
SIA
Starfire Investment Advisers
Michigan
-$2.51M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
Smithbridge Asset Management
Pennsylvania
$3.42M +$50.8K +1,710 +2%
FCI
52
Financial Counselors Inc
Kansas
$3.38M -$29.9M -1,006,852 -90%
CWM
53
Capital Wealth Management
Rhode Island
$3.38M -$138K -4,658 -4%
CAL
54
Capital Analysts LLC
Pennsylvania
$3.28M -$111K -3,722 -3%
GW
55
GW & Wade
Massachusetts
$3.22M +$96.3K +3,241 +3%
MML Investors Services
56
MML Investors Services
Massachusetts
$2.95M +$901K +30,327 +44%
LPT
57
Legacy Private Trust
Wisconsin
$2.83M +$143K +4,803 +5%
HFA
58
HC Financial Advisors
California
$2.79M +$259K +8,724 +10%
ST
59
Spinnaker Trust
Maine
$2.78M +$558K +18,784 +25%
PT
60
Plimoth Trust
Massachusetts
$2.47M -$128K -4,316 -5%
SS
61
Sunbelt Securities
Texas
$2.32M +$269K +9,063 +13%
WPW
62
Waldron Private Wealth
Pennsylvania
$2.32M +$1.7M +57,135 +272%
CCP
63
Cardan Capital Partners
Colorado
$2.24M -$13.9K -468 -0.6%
FPIS
64
Financial Planning & Information Services
Wisconsin
$2.19M +$133K +4,476 +6%
IWA
65
Intercontinental Wealth Advisors
Texas
$2.16M – – –
GFPC
66
Global Financial Private Capital
Florida
$2.15M +$186K +6,248 +9%
HighTower Advisors
67
HighTower Advisors
Illinois
$2.1M -$63.9K -2,152 -3%
CIBC World Market
68
CIBC World Market
Ontario, Canada
$2.04M +$44.5K +1,497 +2%
VC
69
Vestor Capital
Illinois
$1.95M +$1.95M +65,565 New
NA
70
NewEdge Advisors
Louisiana
$1.85M +$478K +16,077 +35%
RW
71
Rand Wealth
Maryland
$1.81M -$49.2K -1,657 -3%
FF
72
Fluent Financial
Texas
$1.79M -$103K -3,471 -5%
GEA
73
Glen Eagle Advisors
New Jersey
$1.76M +$165K +5,509 +10%
EWM
74
Empirical Wealth Management
Washington
$1.68M +$74.7K +2,514 +5%
AIM
75
Aspen Investment Management
Michigan
$1.62M – – –
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