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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

147 hedge funds and large institutions have $441M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+13
Holders Change %
+9.7%
% of All Funds
3.86%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
22
Increased
57
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$11.9M
2
PWAG
Polaris Wealth Advisory Group
California
+$2.19M
3
Wells Fargo
Wells Fargo
California
+$1.25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.04M
5
CCS
Crosspoint Capital Strategies
California
+$1.02M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$9.23M
2
Morgan Stanley
Morgan Stanley
New York
-$7.09M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.98M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.66M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPC
76
Independent Portfolio Consultants
Florida
$641K +$641K +29,595 New
ONB
77
Old National Bancorp
Indiana
$628K -$3.64K -168 -0.6%
FIM
78
Freedom Investment Management
Connecticut
$594K -$233K -10,767 -28%
HFS
79
HL Financial Services
Kentucky
$555K +$92.6K +4,278 +20%
1GA
80
1st Global Advisors
Texas
$526K -$8.18K -378 -2%
CWM
81
Concert Wealth Management
California
$521K – – –
EWM
82
Empirical Wealth Management
Washington
$458K +$9.15K +423 +2%
OC
83
Oppenheimer & Co
New York
$434K -$29.2K -1,350 -6%
SC
84
Scotia Capital
Ontario, Canada
$405K – – –
ICOA
85
Investment Centers of America
North Dakota
$393K +$102K +4,770 +35%
RCAG
86
Rehmann Capital Advisory Group
Michigan
$390K +$32.9K +1,521 +9%
CK
87
Carnick & Kubik
Colorado
$387K – – –
FAAS
88
First Allied Advisory Services
California
$380K +$96.1K +4,485 +34%
CCM
89
Colorado Capital Management
Colorado
$378K +$378K +17,484 New
BF
90
BOK Financial
Oklahoma
$374K -$221K -10,200 -37%
SAM
91
SignalPoint Asset Management
Missouri
$370K +$325 +15 +0.1%
PLFAM
92
Pineno Levin & Ford Asset Management
Virginia
$368K – – –
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$362K -$116K -5,367 -24%
HHGA
94
Halbert Hargrove Global Advisors
California
$362K – – –
TCOV
95
Trust Company of Vermont
Vermont
$361K +$54.1K +2,502 +18%
OC
96
Oarsman Capital
Wisconsin
$359K -$3.9K -180 -1%
IA
97
IFP Advisors
Florida
$313K +$313K +14,439 New
LIA
98
LBMC Investment Advisors
Tennessee
$308K +$1.3K +60 +0.4%
AA
99
Advisory Alpha
Michigan
$307K -$11.4K -531 -4%
CG
100
Colony Group
Massachusetts
$305K +$26K +1,200 +9%
2 3
4
5 6