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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

292 hedge funds and large institutions have $867M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+46
Holders Change %
+18.7%
% of All Funds
5.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
59
Increased
97
Reduced
84
Closed
9
Calls
$525K
Puts
$206K
Net Calls
+$319K
Net Calls Change
+$119K

Top Buyers

1
BFPW
BOK Financial Private Wealth
Colorado
+$6.4M
2
LPL Financial
LPL Financial
California
+$3.75M
3
Creative Planning
Creative Planning
Kansas
+$3.29M
4
Morgan Stanley
Morgan Stanley
New York
+$2.74M
5
AAS
Avantax Advisory Services
Texas
+$1.91M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$12.4M
2
HNB
Huntington National Bank
Ohio
-$5.47M
3
Bank of America
Bank of America
North Carolina
-$2.55M
4
PFM
Parsec Financial Management
North Carolina
-$2.41M
5
PP
Palladium Partners
Virginia
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
51
Stevard LLC
Illinois
$3.2M +$3.2M +111,406 New
CWM
52
Capital Wealth Management
Rhode Island
$3.1M -$46.5K -1,622 -1%
GW
53
GW & Wade
Massachusetts
$3.01M +$145K +5,059 +5%
JWBC
54
John W. Brooker & Co
California
$3.01M +$3.01M +105,060 New
VC
55
Vestor Capital
Illinois
$2.99M +$112K +3,896 +4%
CAL
56
Capital Analysts LLC
Pennsylvania
$2.97M +$13.2K +459 +0.4%
JCM
57
Janney Capital Management
Pennsylvania
$2.96M -$161K -5,610 -5%
FPIS
58
Financial Planning & Information Services
Wisconsin
$2.94M -$81.6K -2,845 -3%
PV
59
Private Vista
Illinois
$2.87M -$549K -19,159 -16%
HFA
60
HC Financial Advisors
California
$2.81M -$406K -14,171 -13%
KMWM
61
Keudell/Morrison Wealth Management
Oregon
$2.64M +$55.2K +1,924 +2%
MML Investors Services
62
MML Investors Services
Massachusetts
$2.62M -$52.5K -1,830 -2%
SS
63
Sunbelt Securities
Texas
$2.61M -$186K -6,500 -7%
ST
64
Spinnaker Trust
Maine
$2.6M +$59.7K +2,081 +2%
CCA
65
Clearwater Capital Advisors
Illinois
$2.6M -$496K -17,295 -16%
AWM
66
AE Wealth Management
Kansas
$2.53M +$1.15M +39,965 +83%
SPIA
67
Steward Partners Investment Advisory
New York
$2.5M +$10.8K +377 +0.4%
EWM
68
Empirical Wealth Management
Washington
$2.5M +$177K +6,163 +8%
PAG
69
Private Advisor Group
New Jersey
$2.38M +$219K +7,650 +10%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$2.23M +$12.5K +440 +0.6%
GEA
71
Glen Eagle Advisors
New Jersey
$2.13M +$55K +1,917 +3%
SS
72
Simplicity Solutions
Minnesota
$2.06M +$857K +29,885 +71%
TC
73
Truvestments Capital
Florida
$1.99M -$2.87K -100 -0.1%
HighTower Advisors
74
HighTower Advisors
Illinois
$1.98M +$72.7K +2,529 +4%
IWM
75
IHT Wealth Management
Illinois
$1.93M +$229K +7,987 +13%
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