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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

263 hedge funds and large institutions have $532M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-29
Holders Change %
-9.93%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
30
Increased
75
Reduced
118
Closed
53
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$330K

Top Buyers

1
M&T Bank
M&T Bank
New York
+$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.6M
3
AssetMark Inc
AssetMark Inc
California
+$4.51M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.79M
5
Creative Planning
Creative Planning
Kansas
+$3.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CWM
Connecticut Wealth Management
Connecticut
-$7.7M
3
HNB
Huntington National Bank
Ohio
-$5.61M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$4.99M
5
SHA
Seneca House Advisors
Virginia
-$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
51
HBK Sorce Advisory
Pennsylvania
$2.1M -$99.3K -5,512 -5%
FCI
52
Financial Counselors Inc
Kansas
$2.05M -$104K -5,786 -5%
FPIS
53
Financial Planning & Information Services
Wisconsin
$2.01M +$165K +9,182 +9%
ST
54
Spinnaker Trust
Maine
$1.95M +$319K +17,726 +20%
JWBC
55
John W. Brooker & Co
California
$1.88M -$12K -667 -0.6%
JCM
56
Janney Capital Management
Pennsylvania
$1.84M -$22K -1,219 -1%
CWM
57
Capital Wealth Management
Rhode Island
$1.8M -$148K -8,230 -8%
CAL
58
Capital Analysts LLC
Pennsylvania
$1.78M -$82.6K -4,582 -4%
HFA
59
HC Financial Advisors
California
$1.75M -$15.2K -845 -0.9%
VC
60
Vestor Capital
Illinois
$1.67M -$206K -11,435 -11%
PV
61
Private Vista
Illinois
$1.45M -$354K -19,632 -20%
BPA
62
Beacon Pointe Advisors
California
$1.43M +$478K +26,559 +50%
EWM
63
Empirical Wealth Management
Washington
$1.38M -$189K -10,497 -12%
GEA
64
Glen Eagle Advisors
New Jersey
$1.32M -$19.4K -1,076 -1%
Stifel Financial
65
Stifel Financial
Missouri
$1.31M -$703K -39,044 -35%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$1.3M +$191K +10,572 +17%
PA
67
Pinnacle Associates
New York
$1.29M +$526K +29,192 +69%
SS
68
Sunbelt Securities
Texas
$1.28M -$362K -20,083 -22%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$1.26M +$163K +9,059 +15%
CA
70
Cetera Advisors
Colorado
$1.23M -$1.23M -68,173 -50%
AAS
71
Avantax Advisory Services
Texas
$1.22M +$17.2K +954 +1%
GW
72
GW & Wade
Massachusetts
$1.18M -$718K -39,865 -38%
IWA
73
Intercontinental Wealth Advisors
Texas
$1.17M +$480K +26,656 +70%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$1.13M -$188K -11,145 -14%
CCA
75
Clearwater Capital Advisors
Illinois
$1.13M -$501K -27,803 -31%
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