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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

241 hedge funds and large institutions have $575M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-22
Holders Change %
-8.37%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
70
Reduced
115
Closed
38
Calls
$239K
Puts
$6K
Net Calls
+$233K
Net Calls Change
+$244K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.8M
2
PPW
Parcion Private Wealth
Washington
+$2.98M
3
M&T Bank
M&T Bank
New York
+$2.97M
4
HA
HC Advisors
Georgia
+$2.64M
5
PPP
Private Portfolio Partners
New Jersey
+$1.82M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$20.5M
2
Bank of America
Bank of America
North Carolina
-$15.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.81M
4
Morgan Stanley
Morgan Stanley
New York
-$4.95M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
51
Spinnaker Trust
Maine
$2.3M +$1.88K +89 +0.1%
CAL
52
Capital Analysts LLC
Pennsylvania
$2.11M +$15.1K +712 +0.7%
HFA
53
HC Financial Advisors
California
$2.11M +$48.9K +2,307 +2%
SWM
54
SVA Wealth Management
Wisconsin
$2.08M -$395K -18,661 -16%
JWBC
55
John W. Brooker & Co
California
$2.01M -$204K -9,621 -9%
CA
56
Cetera Advisors
Colorado
$1.98M +$539K +25,450 +37%
CWM
57
Capital Wealth Management
Rhode Island
$1.93M -$178K -8,427 -8%
JCM
58
Janney Capital Management
Pennsylvania
$1.91M -$249K -11,748 -12%
PPP
59
Private Portfolio Partners
New Jersey
$1.82M +$1.82M +86,136 New
EWM
60
Empirical Wealth Management
Washington
$1.82M +$194K +9,149 +12%
B
61
Brightworth
Georgia
$1.81M +$1.28M +60,398 +239%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$1.73M +$207K +9,796 +14%
TI
63
Truepoint Inc
Ohio
$1.69M +$1.69M +80,000 New
GEA
64
Glen Eagle Advisors
New Jersey
$1.56M +$11.5K +541 +0.7%
PA
65
Pinnacle Associates
New York
$1.56M +$37.5K +1,769 +2%
SS
66
Sunbelt Securities
Texas
$1.49M -$15.2K -719 -1%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.48M -$9.81M -463,076 -87%
KFI
68
Key Financial Inc
Pennsylvania
$1.47M +$717K +34,244 +96%
Stifel Financial
69
Stifel Financial
Missouri
$1.41M -$127K -6,004 -8%
VA
70
Valmark Advisers
Ohio
$1.35M +$98.9K +4,667 +8%
PWMAG
71
Pinnacle Wealth Management Advisory Group
New Jersey
$1.35M +$229K +10,833 +20%
Jane Street
72
Jane Street
New York
$1.34M -$1.97M -93,101 -60%
IWA
73
Intercontinental Wealth Advisors
Texas
$1.34M -$36K -1,700 -3%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$1.33M -$151K -7,146 -10%
XF
75
XML Financial
Maryland
$1.29M +$268K +12,640 +26%
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