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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

134 hedge funds and large institutions have $485M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
3.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
21
Increased
66
Reduced
29
Closed
15
Calls
–
Puts
$1.58M
Net Calls
-$1.58M
Net Calls Change
+$561K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$20.6M
2
UBS Group
UBS Group
Switzerland
+$14.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.2M
5
PFM
Parsec Financial Management
North Carolina
+$3.81M

Top Sellers

1
BTS
BB&T Securities
Virginia
-$5.61M
2
CA
Cumberland Advisors
Florida
-$4.02M
3
Jane Street
Jane Street
New York
-$3.33M
4
BUB
BBVA USA Bancshares
Texas
-$1.96M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
76
Veritable
Delaware
$609K +$25.2K +1,050 +4%
1GA
77
1st Global Advisors
Texas
$593K -$34.9K -1,455 -6%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$561K +$264K +10,977 +89%
SC
79
Scotia Capital
Ontario, Canada
$463K – – –
FSC
80
Fiduciary Services Corp
Georgia
$459K -$16.5K -687 -3%
EWM
81
Evermay Wealth Management
Virginia
$458K – – –
EWM
82
Empirical Wealth Management
Washington
$419K -$26.4K -1,098 -6%
SAM
83
SignalPoint Asset Management
Missouri
$419K +$56K +2,328 +15%
MMA
84
Miracle Mile Advisors
California
$418K +$113K +4,710 +37%
AA
85
Advisory Alpha
Michigan
$413K +$45.4K +1,893 +12%
LIA
86
LBMC Investment Advisors
Tennessee
$413K +$59.2K +2,466 +17%
FIM
87
Freedom Investment Management
Connecticut
$412K -$11.9K -495 -3%
OC
88
Oarsman Capital
Wisconsin
$403K +$19.5K +810 +5%
RCAG
89
Rehmann Capital Advisory Group
Michigan
$396K – – –
PLFAM
90
Pineno Levin & Ford Asset Management
Virginia
$387K +$8.64K +360 +2%
FAAS
91
First Allied Advisory Services
California
$382K +$18.1K +756 +5%
HFS
92
HL Financial Services
Kentucky
$372K +$372K +15,489 New
SPC
93
Sigma Planning Corp
Michigan
$365K -$11.2K -468 -3%
DWM
94
Destination Wealth Management
California
$364K +$63K +2,619 +21%
MIH
95
Madison Investment Holdings
Wisconsin
$319K -$237K -9,846 -43%
BSB
96
Bangor Savings Bank
Maine
$303K – – –
Jane Street
97
Jane Street
New York
$298K -$3.33M -138,480 -92%
YP
98
Yellowstone Partners
Idaho
$296K +$296K +12,333 New
BW
99
Bison Wealth
Georgia
$278K +$49.5K +2,058 +22%
GLRA
100
Gerald L. Ray & Associates
Texas
$276K +$17K +708 +7%
2 3
4
5 6