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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

155 hedge funds and large institutions have $598M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
4.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
20
Increased
75
Reduced
32
Closed
10
Calls
$1.77M
Puts
$1.27M
Net Calls
+$495K
Net Calls Change
+$702K

Top Buyers

1
HCM
Hengehold Capital Management
Ohio
+$9.48M
2
Morgan Stanley
Morgan Stanley
New York
+$8.18M
3
MWM
Merriman Wealth Management
Washington
+$6.45M
4
UBS Group
UBS Group
Switzerland
+$5.67M
5
Creative Planning
Creative Planning
Kansas
+$5.58M

Top Sellers

1
SWM
SVA Wealth Management
Wisconsin
-$4.32M
2
Jane Street
Jane Street
New York
-$4.12M
3
Goldman Sachs
Goldman Sachs
New York
-$3.67M
4
HNB
Huntington National Bank
Ohio
-$3.45M
5
VC
Vicus Capital
Pennsylvania
-$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
Empirical Wealth Management
Washington
$705K +$185K +7,389 +36%
Invesco
77
Invesco
Georgia
$701K +$41.5K +1,656 +6%
FIM
78
Freedom Investment Management
Connecticut
$672K +$12.9K +516 +2%
HFS
79
HL Financial Services
Kentucky
$666K +$9.32K +372 +1%
CAN
80
Cetera Advisor Networks
California
$666K +$398K +15,870 +149%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$628K +$84.8K +3,384 +16%
1GA
82
1st Global Advisors
Texas
$597K +$7.29K +291 +1%
VA
83
Valmark Advisers
Ohio
$581K -$77K -3,072 -12%
OC
84
Oppenheimer & Co
New York
$580K -$36.9K -1,470 -6%
CWM
85
Concert Wealth Management
California
$554K -$48.3K -1,917 -8%
FAAS
86
First Allied Advisory Services
California
$549K +$54.2K +2,163 +11%
MWP
87
Moller Wealth Partners
$537K -$193K -7,695 -26%
GWM
88
Geneos Wealth Management
Colorado
$491K +$7.89K +315 +2%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$486K -$442K -17,622 -48%
ONB
90
Old National Bancorp
Indiana
$483K – – –
NFG
91
Next Financial Group
Texas
$483K +$243K +9,714 +102%
HHGA
92
Halbert Hargrove Global Advisors
California
$480K – – –
ASN
93
Advisory Services Network
Georgia
$463K +$373K +14,865 +412%
PLFAM
94
Pineno Levin & Ford Asset Management
Virginia
$454K -$15.8K -630 -3%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$453K – – –
TW
96
Transform Wealth
Colorado
$448K – – –
IWA
97
Intercontinental Wealth Advisors
Texas
$443K +$165K +6,585 +59%
BF
98
BOK Financial
Oklahoma
$439K – – –
TCOV
99
Trust Company of Vermont
Vermont
$414K +$44.9K +1,791 +12%
Millennium Management
100
Millennium Management
New York
$406K +$406K +16,212 New
2 3
4
5 6