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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

226 hedge funds and large institutions have $774M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+37
Holders Change %
+19.58%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
54
Increased
80
Reduced
56
Closed
14
Calls
$1.03M
Puts
$581K
Net Calls
+$447K
Net Calls Change
-$990K

Top Buyers

1
M&T Bank
M&T Bank
New York
+$7.08M
2
CRC
Curi RMB Capital
Illinois
+$6.58M
3
UBS Group
UBS Group
Switzerland
+$4.75M
4
HSA
HBK Sorce Advisory
Pennsylvania
+$4.27M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$9.66M
2
SIA
Starfire Investment Advisers
Michigan
-$9.31M
3
TSS
Two Sigma Securities
New York
-$4.5M
4
CAI
Capital Advisors Inc
Oklahoma
-$4.35M
5
TA
TMD & Associates
Arizona
-$4.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
76
Harborview Advisors
Maine
$1.16M +$1.16M +39,859 New
NWP
77
Northstar Wealth Partners
Connecticut
$1.14M +$32.4K +1,110 +3%
LYV
78
Live Your Vision
Pennsylvania
$1.11M -$26.3K -891 -2%
MHS
79
M Holdings Securities
Oregon
$1.07M +$1.07M +36,979 New
Stifel Financial
80
Stifel Financial
Missouri
$1.05M +$60.1K +2,073 +6%
WIA
81
Wealthstreet Investment Advisors
Texas
$1.04M +$1.04M +35,700 New
Invesco
82
Invesco
Georgia
$1.03M -$35.1K -1,208 -3%
FLI
83
Family Legacy Inc
South Carolina
$979K +$979K +33,712 New
LFAS
84
Level Four Advisory Services
Texas
$869K – – –
AF
85
Advisornet Financial
Minnesota
$869K +$869K +29,930 New
AFP
86
Ausdal Financial Partners
Iowa
$852K +$81.4K +2,803 +11%
HCM
87
Hengehold Capital Management
Ohio
$789K -$577K -19,861 -42%
APA
88
American Portfolios Advisors
New York
$766K +$766K +26,380 New
PA
89
Pinnacle Associates
New York
$745K +$21.8K +750 +3%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$704K -$19.8K -681 -3%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$702K -$12.5K -431 -2%
BTS
92
BB&T Securities
Virginia
$686K +$39.5K +1,359 +6%
FFA
93
Fragasso Financial Advisors
Pennsylvania
$684K +$41.3K +1,423 +6%
WB
94
WesBanco Bank
West Virginia
$678K +$288K +9,900 +74%
LNC
95
Lincoln National Corp
Pennsylvania
$667K +$324K +11,143 +94%
FAAS
96
First Allied Advisory Services
California
$661K +$19.1K +655 +3%
FIM
97
Freedom Investment Management
Connecticut
$651K -$80.2K -2,760 -11%
CB
98
Chemical Bank
Michigan
$637K +$98.5K +3,390 +18%
NA
99
NewEdge Advisors
Louisiana
$625K +$625K +21,423 New
MWP
100
Moller Wealth Partners
$622K – – –
2 3
4
5 6