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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

109 hedge funds and large institutions have $378M invested in WisdomTree US SmallCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
29
Increased
38
Reduced
29
Closed
6
Calls
$359K
Puts
$2.34M
Net Calls
-$1.98M
Net Calls Change
-$1.32M

Top Buyers

1
VCAM
1
Valentine Capital Asset Management
California
$5.67M
2
OCG
2
Opus Capital Group
Ohio
$4.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.9M
4
PI
4
Placemark Investments
Illinois
$2.85M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14M

Top Sellers

1
U
1
UBS
Switzerland
$32.7M
2
ST
2
Spinnaker Trust
Maine
$4.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.06M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$8.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
76
Colony Group
Massachusetts
$323K +$17K +750 +6%
FSC
77
Fiduciary Services Corp
Georgia
$317K +$317K +14,016 New
AA
78
Advisory Alpha
Michigan
$313K +$313K +13,854 New
SAM
79
SignalPoint Asset Management
Missouri
$310K +$9.91K +438 +3%
FNBT
80
FineMark National Bank & Trust
Florida
$307K – – –
BSB
81
Bangor Savings Bank
Maine
$285K +$285K +12,600 New
SGCA
82
Steel Grove Capital Advisors
Tennessee
$273K – – –
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$260K -$229K -10,134 -47%
WPP
84
Whalerock Point Partners
Rhode Island
$250K +$250K +11,100 New
Ameriprise
85
Ameriprise
Minnesota
$246K +$4K +177 +2%
VC
86
Vicus Capital
Pennsylvania
$235K +$235K +10,419 New
CBN
87
Cadence Bank NA
Texas
$234K -$6.79K -300 -3%
OC
88
Oppenheimer & Co
New York
$225K +$225K +9,954 New
ICAS
89
Investors Capital Advisory Services
Massachusetts
$224K +$7.18K +318 +3%
HC
90
HHG & Company
Connecticut
$209K -$12.6K -561 -6%
TNBTD
91
Trustmark National Bank Trust Department
Mississippi
$206K +$206K +9,120 New
ACM
92
Aviance Capital Management
Florida
$145K -$18.9K -834 -12%
BRWA
93
B. Riley Wealth Advisors
Florida
$123K +$123K +5,430 New
HCM
94
Horrell Capital Management
Arkansas
$102K +$4.61K +300 +5%
MA
95
MCF Advisors
Kentucky
$82K +$73.2K +3,231 +828%
ASN
96
Advisory Services Network
Georgia
$67K +$67K +2,979 New
TCOV
97
Trust Company of Vermont
Vermont
$51K +$51K +2,250 New
WA
98
WFG Advisors
Texas
$38K +$12.2K +540 +47%
Citigroup
99
Citigroup
New York
$26K – – –
FBT
100
Founders Bank & Trust
Michigan
$25K – – –
1 2 3
4
5