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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

244 hedge funds and large institutions have $659M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
5.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
41
Increased
81
Reduced
86
Closed
31
Calls
$549K
Puts
–
Net Calls
+$549K
Net Calls Change
+$870K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.09M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.96M
3
KeyBank National Association
KeyBank National Association
Ohio
+$2.5M
4
LPL Financial
LPL Financial
California
+$1.95M
5
NB
NBT Bank
New York
+$1.37M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$9.38M
2
Bank of America
Bank of America
North Carolina
-$6.3M
3
CWM
Cornerstone Wealth Management
Missouri
-$6.17M
4
PAG
Private Advisor Group
New Jersey
-$5.9M
5
Morgan Stanley
Morgan Stanley
New York
-$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
51
HC Financial Advisors
California
$2.67M +$371K +15,112 +16%
FAM
52
Formidable Asset Management
Ohio
$2.64M -$709K -28,915 -21%
SMG
53
Smart Money Group
Texas
$2.57M -$1.56M -63,712 -38%
KeyBank National Association
54
KeyBank National Association
Ohio
$2.5M +$2.5M +102,004 New
MML Investors Services
55
MML Investors Services
Massachusetts
$2.47M +$37.2K +1,515 +2%
LPT
56
Legacy Private Trust
Wisconsin
$2.25M -$87.6K -3,570 -4%
FPIS
57
Financial Planning & Information Services
Wisconsin
$2.23M +$417K +17,004 +23%
ST
58
Spinnaker Trust
Maine
$2.18M -$116K -4,747 -5%
PT
59
Plimoth Trust
Massachusetts
$2.1M +$67.5K +2,751 +3%
SS
60
Sunbelt Securities
Texas
$1.9M -$19.1K -780 -1%
CCP
61
Cardan Capital Partners
Colorado
$1.89M +$48.2K +1,965 +3%
HighTower Advisors
62
HighTower Advisors
Illinois
$1.73M -$10.2K -417 -0.6%
IWA
63
Intercontinental Wealth Advisors
Texas
$1.69M -$96K -3,913 -5%
PAG
64
Private Advisor Group
New Jersey
$1.65M -$5.9M -240,471 -78%
VC
65
Vestor Capital
Illinois
$1.63M +$18.4K +750 +1%
GFPC
66
Global Financial Private Capital
Florida
$1.6M -$176K -7,190 -10%
GEA
67
Glen Eagle Advisors
New Jersey
$1.52M +$72.8K +2,968 +5%
CPIG
68
Chicago Partners Investment Group
Illinois
$1.4M +$589K +22,240 +73%
NB
69
NBT Bank
New York
$1.37M +$1.37M +56,005 New
VA
70
Valmark Advisers
Ohio
$1.36M +$50.5K +2,060 +4%
OIA
71
Optimum Investment Advisors
Illinois
$1.35M +$29.3K +1,196 +2%
AIM
72
Aspen Investment Management
Michigan
$1.33M – – –
HFS
73
HL Financial Services
Kentucky
$1.25M -$5.17K -211 -0.4%
EWM
74
Empirical Wealth Management
Washington
$1.23M -$158K -6,430 -11%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$1.23M -$15.8K -645 -1%
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