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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

195 hedge funds and large institutions have $709M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
24
Increased
81
Reduced
57
Closed
17
Calls
$1.54M
Puts
$982K
Net Calls
+$560K
Net Calls Change
-$357K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.48M
2
LPT
Legacy Private Trust
Wisconsin
+$4.28M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$3.12M
4
Wells Fargo
Wells Fargo
California
+$2.83M
5
TRCT
Tower Research Capital (TRC)
New York
+$2.06M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$10.6M
2
AWS
AJ Wealth Strategies
New York
-$3.68M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.18M
4
PV
Private Vista
Illinois
-$3.07M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
76
GW & Wade
Massachusetts
$977K +$203K +7,587 +26%
Invesco
77
Invesco
Georgia
$974K +$49.6K +1,851 +5%
VA
78
Valmark Advisers
Ohio
$973K +$157K +5,862 +19%
GAM
79
Gemmer Asset Management
California
$954K – – –
HFS
80
HL Financial Services
Kentucky
$942K -$32.8K -1,221 -3%
GLRA
81
Gerald L. Ray & Associates
Texas
$936K +$13.8K +516 +2%
Jane Street
82
Jane Street
New York
$845K +$578K +21,555 +216%
FLI
83
Family Legacy Inc
South Carolina
$829K +$42.2K +1,575 +5%
FFA
84
Fragasso Financial Advisors
Pennsylvania
$819K -$61.5K -2,295 -7%
WP
85
WealthSource Partners
California
$796K +$104K +3,891 +15%
FIM
86
Freedom Investment Management
Connecticut
$640K -$154K -5,733 -19%
PA
87
Pinnacle Associates
New York
$633K +$226K +8,415 +55%
BTS
88
BB&T Securities
Virginia
$630K +$230K +8,574 +57%
TCOV
89
Trust Company of Vermont
Vermont
$583K -$137K -5,103 -19%
MWP
90
Moller Wealth Partners
$574K – – –
RJT
91
Raymond James Trust
Florida
$568K – – –
MBT
92
Montecito Bank & Trust
California
$567K -$39K -1,455 -6%
1GA
93
1st Global Advisors
Texas
$558K -$3.7K -138 -0.7%
JFA
94
JNBA Financial Advisors
Minnesota
$557K +$25K +933 +5%
AFP
95
Ausdal Financial Partners
Iowa
$548K +$114K +4,245 +26%
BFPW
96
BOK Financial Private Wealth
Colorado
$547K – – –
CASB
97
Cape Ann Savings Bank
Massachusetts
$525K -$40.2K -1,500 -7%
HHGA
98
Halbert Hargrove Global Advisors
California
$513K – – –
APP
99
Avantax Planning Partners
Iowa
$510K +$55.3K +2,064 +12%
GWM
100
Geneos Wealth Management
Colorado
$501K +$4.58K +171 +0.9%
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4
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