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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

175 hedge funds and large institutions have $741M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+20
Holders Change %
+12.9%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.3%
New
33
Increased
69
Reduced
42
Closed
10
Calls
$783K
Puts
$1.63M
Net Calls
-$847K
Net Calls Change
-$1.34M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
PCM
2
Pointe Capital Management
Michigan
$9.01M
3
GIM
3
Guild Investment Management
California
$8.61M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.1M
5
JCM
5
Janney Capital Management
Pennsylvania
$8.05M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$0
2
HNB
2
Huntington National Bank
Ohio
$9.47M
3
PV
3
Private Vista
Illinois
$18.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$22.2M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
76
Intercontinental Wealth Advisors
Texas
$1.03M +$543K +19,707 +111%
GLRA
77
Gerald L. Ray & Associates
Texas
$984K +$2.4K +87 +0.2%
FFA
78
Fragasso Financial Advisors
Pennsylvania
$909K -$95.1K -3,450 -9%
HFS
79
HL Financial Services
Kentucky
$885K +$153K +5,544 +21%
Invesco
80
Invesco
Georgia
$839K +$68K +2,466 +9%
CAN
81
Cetera Advisor Networks
California
$834K +$102K +3,720 +14%
WP
82
WealthSource Partners
California
$822K +$25.1K +912 +3%
FIM
83
Freedom Investment Management
Connecticut
$780K +$40.7K +1,476 +6%
CWM
84
Concert Wealth Management
California
$743K +$138K +5,022 +23%
Goldman Sachs
85
Goldman Sachs
New York
$739K -$3.01M -109,095 -80%
CASB
86
Cape Ann Savings Bank
Massachusetts
$736K -$50.4K -1,854 -6%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$734K +$43.3K +1,572 +6%
VA
88
Valmark Advisers
Ohio
$710K +$71.1K +2,577 +11%
FAAS
89
First Allied Advisory Services
California
$681K +$77.1K +2,796 +13%
BFPW
90
BOK Financial Private Wealth
Colorado
$649K -$262K -9,507 -29%
1GA
91
1st Global Advisors
Texas
$616K -$40.9K -1,482 -6%
MWP
92
Moller Wealth Partners
$590K – – –
NFG
93
Next Financial Group
Texas
$540K +$8.27K +300 +2%
GWM
94
Geneos Wealth Management
Colorado
$538K -$1.82K -66 -0.3%
HHGA
95
Halbert Hargrove Global Advisors
California
$528K – – –
TCOV
96
Trust Company of Vermont
Vermont
$513K +$56.8K +2,058 +12%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$508K +$9.75K +354 +2%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$499K -$18.5K -693 -4%
PLFAM
99
Pineno Levin & Ford Asset Management
Virginia
$499K – – –
JFA
100
JNBA Financial Advisors
Minnesota
$492K +$492K +17,850 New
2 3
4
5 6