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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

189 hedge funds and large institutions have $697M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
4.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.17%
New
32
Increased
82
Reduced
47
Closed
16
Calls
$1.79M
Puts
$873K
Net Calls
+$917K
Net Calls Change
+$1.76M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.16M
2
Bank of America
Bank of America
North Carolina
+$4.05M
3
SB
Simmons Bank
Arkansas
+$3.46M
4
Wells Fargo
Wells Fargo
California
+$3.43M
5
Morgan Stanley
Morgan Stanley
New York
+$3.42M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
-$20.5M
2
FIG
FundX Investment Group
California
-$15.3M
3
HNB
Huntington National Bank
Ohio
-$9.47M
4
PCM
Pointe Capital Management
Michigan
-$9.01M
5
GIM
Guild Investment Management
California
-$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
76
Gemmer Asset Management
California
$955K +$955K +35,544 New
Invesco
77
Invesco
Georgia
$926K +$108K +4,032 +13%
GLRA
78
Gerald L. Ray & Associates
Texas
$923K -$35.5K -1,323 -4%
FFA
79
Fragasso Financial Advisors
Pennsylvania
$882K -$4.03K -150 -0.5%
VA
80
Valmark Advisers
Ohio
$817K +$125K +4,641 +18%
FIM
81
Freedom Investment Management
Connecticut
$796K +$35.6K +1,323 +5%
FLI
82
Family Legacy Inc
South Carolina
$788K +$788K +29,337 New
GW
83
GW & Wade
Massachusetts
$775K +$324K +12,060 +72%
FAAS
84
First Allied Advisory Services
California
$762K +$98.4K +3,663 +15%
CWM
85
Concert Wealth Management
California
$750K +$8.49K +309 +1%
TCOV
86
Trust Company of Vermont
Vermont
$721K +$222K +8,268 +44%
WP
87
WealthSource Partners
California
$693K -$108K -4,020 -13%
MBT
88
Montecito Bank & Trust
California
$607K -$1.39M -51,846 -70%
MWP
89
Moller Wealth Partners
$575K – – –
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$575K +$73.1K +2,721 +15%
RJT
91
Raymond James Trust
Florida
$568K +$370K +13,797 +187%
CASB
92
Cape Ann Savings Bank
Massachusetts
$566K -$161K -6,006 -22%
1GA
93
1st Global Advisors
Texas
$563K -$37.7K -1,401 -6%
RCAG
94
Rehmann Capital Advisory Group
Michigan
$556K +$60.5K +2,250 +12%
BFPW
95
BOK Financial Private Wealth
Colorado
$547K -$85.4K -3,180 -14%
VKH
96
Virtu KCG Holdings
New York
$538K +$215K +7,998 +67%
CCM
97
Canal Capital Management
Virginia
$536K +$536K +19,935 New
JFA
98
JNBA Financial Advisors
Minnesota
$533K +$53.4K +1,989 +11%
IA
99
IFP Advisors
Florida
$525K +$119K +4,416 +29%
HHGA
100
Halbert Hargrove Global Advisors
California
$514K – – –
2 3
4
5 6