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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $792M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
86
Reduced
83
Closed
20
Calls
$517K
Puts
$317K
Net Calls
+$200K
Net Calls Change
+$110K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.61M
2
Morgan Stanley
Morgan Stanley
New York
+$3.3M
3
CA
Cetera Advisors
Colorado
+$2.18M
4
KeyBank National Association
KeyBank National Association
Ohio
+$2.15M
5
Creative Planning
Creative Planning
Kansas
+$1.93M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$5.96M
2
AssetMark Inc
AssetMark Inc
California
-$3.73M
3
Wells Fargo
Wells Fargo
California
-$3.62M
4
FAM
Formidable Asset Management
Ohio
-$2.72M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
-$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
51
Janney Capital Management
Pennsylvania
$2.98M -$369K -13,480 -11%
CCA
52
Clearwater Capital Advisors
Illinois
$2.95M -$678K -24,782 -19%
FPIS
53
Financial Planning & Information Services
Wisconsin
$2.88M +$237K +8,671 +9%
CAL
54
Capital Analysts LLC
Pennsylvania
$2.82M +$101K +3,698 +4%
VC
55
Vestor Capital
Illinois
$2.75M -$89.6K -3,275 -3%
GW
56
GW & Wade
Massachusetts
$2.74M -$699K -25,529 -20%
SS
57
Sunbelt Securities
Texas
$2.67M +$616K +22,500 +30%
Stifel Financial
58
Stifel Financial
Missouri
$2.63M +$234K +8,559 +10%
MML Investors Services
59
MML Investors Services
Massachusetts
$2.55M -$440K -16,090 -15%
KMWM
60
Keudell/Morrison Wealth Management
Oregon
$2.46M +$95.7K +3,496 +4%
ST
61
Spinnaker Trust
Maine
$2.42M +$58.6K +2,142 +2%
SPIA
62
Steward Partners Investment Advisory
New York
$2.38M +$485K +17,725 +26%
EWM
63
Empirical Wealth Management
Washington
$2.22M +$236K +8,603 +12%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$2.13M -$105K -3,830 -5%
PAG
65
Private Advisor Group
New Jersey
$2.07M +$113K +4,104 +6%
GEA
66
Glen Eagle Advisors
New Jersey
$1.98M +$60.6K +2,215 +3%
TC
67
Truvestments Capital
Florida
$1.9M -$435K -15,878 -19%
PT
68
Plimoth Trust
Massachusetts
$1.88M -$427K -15,597 -18%
IWA
69
Intercontinental Wealth Advisors
Texas
$1.85M -$10.5K -385 -0.6%
HighTower Advisors
70
HighTower Advisors
Illinois
$1.82M +$39.2K +1,429 +2%
SWP
71
Stratos Wealth Partners
Ohio
$1.7M +$103K +3,768 +6%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$1.65M +$132K +4,821 +9%
VA
73
Valmark Advisers
Ohio
$1.63M -$33.3K -1,217 -2%
IWM
74
IHT Wealth Management
Illinois
$1.63M +$122K +4,446 +8%
NB
75
NBT Bank
New York
$1.58M -$646K -23,593 -29%
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