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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $790M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-5
Holders Change %
-1.99%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
21
Increased
97
Reduced
79
Closed
22
Calls
$407K
Puts
$317K
Net Calls
+$90K
Net Calls Change
-$494K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$16.1M
2
Bank of America
Bank of America
North Carolina
+$8.15M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.08M
5
FAM
Formidable Asset Management
Ohio
+$2.72M

Top Sellers

1
LPL Financial
LPL Financial
California
-$14.6M
2
MWM
Merriman Wealth Management
Washington
-$10.1M
3
HNB
Huntington National Bank
Ohio
-$7.93M
4
JPLA
Joseph P. Lucia & Associates
New York
-$6.16M
5
GFPC
Global Financial Private Capital
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Capital Wealth Management
Rhode Island
$3.07M -$52.8K -1,946 -2%
MML Investors Services
52
MML Investors Services
Massachusetts
$2.96M +$220K +8,122 +8%
VC
53
Vestor Capital
Illinois
$2.81M +$454K +16,747 +19%
FAM
54
Formidable Asset Management
Ohio
$2.72M +$2.72M +100,110 New
CAL
55
Capital Analysts LLC
Pennsylvania
$2.69M -$249K -9,169 -8%
FPIS
56
Financial Planning & Information Services
Wisconsin
$2.62M +$69.7K +2,571 +3%
Stifel Financial
57
Stifel Financial
Missouri
$2.37M +$446K +16,448 +23%
ST
58
Spinnaker Trust
Maine
$2.34M -$28.2K -1,042 -1%
TC
59
Truvestments Capital
Florida
$2.32M -$265K -9,777 -10%
PT
60
Plimoth Trust
Massachusetts
$2.29M +$107K +3,950 +5%
KMWM
61
Keudell/Morrison Wealth Management
Oregon
$2.24M +$338K +13,075 +18%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$2.22M -$2.06K -76 -0.1%
NB
63
NBT Bank
New York
$2.21M -$379K -13,984 -15%
SS
64
Sunbelt Securities
Texas
$2.03M -$67.8K -2,500 -3%
EWM
65
Empirical Wealth Management
Washington
$1.96M +$343K +12,666 +21%
PAG
66
Private Advisor Group
New Jersey
$1.93M +$705 +26 +0%
GEA
67
Glen Eagle Advisors
New Jersey
$1.9M +$118K +4,345 +7%
SPIA
68
Steward Partners Investment Advisory
New York
$1.88M +$133K +4,897 +8%
IWA
69
Intercontinental Wealth Advisors
Texas
$1.84M – – –
HighTower Advisors
70
HighTower Advisors
Illinois
$1.76M -$152K -5,597 -8%
SMG
71
Smart Money Group
Texas
$1.67M +$66.7K +2,462 +4%
VA
72
Valmark Advisers
Ohio
$1.65M +$19.3K +713 +1%
SWP
73
Stratos Wealth Partners
Ohio
$1.58M +$656K +24,193 +71%
OIA
74
Optimum Investment Advisors
Illinois
$1.5M +$9.25K +341 +0.6%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$1.5M +$59.6K +2,197 +4%
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