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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

251 hedge funds and large institutions have $782M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
33
Increased
106
Reduced
64
Closed
25
Calls
$584K
Puts
–
Net Calls
+$584K
Net Calls Change
+$35K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.4M
2
MWM
Merriman Wealth Management
Washington
+$10.1M
3
Ameriprise
Ameriprise
Minnesota
+$4.66M
4
RJA
Raymond James & Associates
Florida
+$4.1M
5
KeyBank National Association
KeyBank National Association
Ohio
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.96M
3
SAM
Smithbridge Asset Management
Pennsylvania
-$2.83M
4
FAM
Formidable Asset Management
Ohio
-$2.64M
5
M&T Bank
M&T Bank
New York
-$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
51
Capital Analysts LLC
Pennsylvania
$2.99M -$75.8K -2,754 -2%
MML Investors Services
52
MML Investors Services
Massachusetts
$2.79M +$8.76K +318 +0.3%
NB
53
NBT Bank
New York
$2.63M +$1.08M +39,386 +70%
TC
54
Truvestments Capital
Florida
$2.62M +$2.62M +95,209 New
FPIS
55
Financial Planning & Information Services
Wisconsin
$2.59M +$88.6K +3,218 +4%
ST
56
Spinnaker Trust
Maine
$2.41M -$40.3K -1,462 -2%
VC
57
Vestor Capital
Illinois
$2.39M +$565K +20,523 +31%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$2.25M +$1.83M +66,478 +434%
PT
59
Plimoth Trust
Massachusetts
$2.21M -$147K -5,326 -6%
SS
60
Sunbelt Securities
Texas
$2.13M – – –
KMWM
61
Keudell/Morrison Wealth Management
Oregon
$2.02M +$2.02M +73,370 New
PAG
62
Private Advisor Group
New Jersey
$1.96M +$111K +4,024 +6%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.95M +$3.87K +140 +0.2%
Stifel Financial
64
Stifel Financial
Missouri
$1.95M +$586K +21,358 +43%
IWA
65
Intercontinental Wealth Advisors
Texas
$1.87M -$27.5K -1,000 -1%
GEA
66
Glen Eagle Advisors
New Jersey
$1.82M +$111K +4,033 +7%
GFPC
67
Global Financial Private Capital
Florida
$1.78M -$14.7K -534 -0.8%
SPIA
68
Steward Partners Investment Advisory
New York
$1.77M +$1.53M +55,580 +636%
IA
69
IFP Advisors
Florida
$1.75M +$417K +15,163 +31%
VA
70
Valmark Advisers
Ohio
$1.65M +$128K +4,636 +8%
EWM
71
Empirical Wealth Management
Washington
$1.65M +$265K +9,617 +19%
SMG
72
Smart Money Group
Texas
$1.63M -$1.26M -45,697 -44%
HFS
73
HL Financial Services
Kentucky
$1.55M +$138K +4,995 +10%
CPIG
74
Chicago Partners Investment Group
Illinois
$1.53M +$38.5K +1,360 +3%
LPT
75
Legacy Private Trust
Wisconsin
$1.52M -$1.01M -36,565 -40%
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