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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

134 hedge funds and large institutions have $413M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
134
Holders Change
–
Holders Change %
0%
% of All Funds
3.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
13
Increased
49
Reduced
46
Closed
11
Calls
$511K
Puts
$410K
Net Calls
+$101K
Net Calls Change
+$700K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$7.61M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.45M
4
OCG
4
Opus Capital Group
Ohio
$7.32M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$11.5M
2
HNB
2
Huntington National Bank
Ohio
$2.46M
3
C
3
CFO4Life
Texas
$0
4
UBS Group
4
UBS Group
Switzerland
$35.2M
5
Bank of America
5
Bank of America
North Carolina
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
1GA
76
1st Global Advisors
Texas
$518K – – –
CWM
77
Concert Wealth Management
California
$510K – – –
DWM
78
Destination Wealth Management
California
$500K +$37K +1,758 +8%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$464K +$25.9K +1,233 +6%
OC
80
Oppenheimer & Co
New York
$450K +$222K +10,539 +97%
HFS
81
HL Financial Services
Kentucky
$449K +$90.2K +4,293 +25%
EWM
82
Empirical Wealth Management
Washington
$436K +$65.6K +3,123 +18%
SC
83
Scotia Capital
Ontario, Canada
$405K – – –
CK
84
Carnick & Kubik
Colorado
$375K +$375K +17,865 New
SAM
85
SignalPoint Asset Management
Missouri
$358K -$7.74K -369 -2%
PLFAM
86
Pineno Levin & Ford Asset Management
Virginia
$358K – – –
OC
87
Oarsman Capital
Wisconsin
$352K – – –
HHGA
88
Halbert Hargrove Global Advisors
California
$352K +$352K +16,770 New
RCAG
89
Rehmann Capital Advisory Group
Michigan
$347K – – –
BTS
90
BB&T Securities
Virginia
$323K +$27.7K +1,320 +9%
EWM
91
Evermay Wealth Management
Virginia
$312K -$9.45K -450 -3%
AA
92
Advisory Alpha
Michigan
$311K -$14.1K -669 -4%
TCOV
93
Trust Company of Vermont
Vermont
$298K +$75.9K +3,618 +34%
LIA
94
LBMC Investment Advisors
Tennessee
$297K -$65.3K -3,114 -18%
FG
95
Fiduciary Group
Georgia
$295K -$121K -5,739 -29%
SB
96
Suntrust Banks
Georgia
$290K +$84.2K +4,020 +41%
ICOA
97
Investment Centers of America
North Dakota
$284K +$91.1K +4,347 +47%
FAAS
98
First Allied Advisory Services
California
$275K -$42.2K -2,034 -13%
CG
99
Colony Group
Massachusetts
$270K +$220K +10,470 +436%
CAN
100
Cetera Advisor Networks
California
$248K +$248K +11,841 New
2 3
4
5 6