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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

233 hedge funds and large institutions have $732M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+7
Holders Change %
+3.1%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
27
Increased
92
Reduced
75
Closed
17
Calls
$912K
Puts
$216K
Net Calls
+$696K
Net Calls Change
+$249K

Top Buyers

1
SIA
Starfire Investment Advisers
Michigan
+$8.95M
2
LPL Financial
LPL Financial
California
+$3.69M
3
CRC
Curi RMB Capital
Illinois
+$2.94M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.37M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.26M

Top Sellers

1
DWM
Destination Wealth Management
California
-$30.4M
2
SWM
SVA Wealth Management
Wisconsin
-$13.8M
3
Bank of America
Bank of America
North Carolina
-$13.2M
4
HNB
Huntington National Bank
Ohio
-$8.64M
5
Morgan Stanley
Morgan Stanley
New York
-$7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
76
Glen Eagle Advisors
New Jersey
$1.32M +$62.7K +2,255 +5%
IA
77
IFP Advisors
Florida
$1.31M – – –
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$1.19M +$15.8K +577 +1%
HA
79
Harborview Advisors
Maine
$1.14M +$43.8K +1,600 +4%
PAG
80
Private Advisor Group
New Jersey
$1.12M +$590K +21,543 +111%
LYV
81
Live Your Vision
Pennsylvania
$1.06M +$2.37K +84 +0.2%
SFG
82
StrategIQ Financial Group
Indiana
$983K -$241K -8,799 -20%
FLI
83
Family Legacy Inc
South Carolina
$979K +$55.5K +2,027 +6%
CAN
84
Cetera Advisor Networks
California
$973K -$196K -7,139 -17%
WIA
85
Wealthstreet Investment Advisors
Texas
$956K -$22.2K -809 -2%
Invesco
86
Invesco
Georgia
$929K -$41.9K -1,530 -4%
AF
87
Advisornet Financial
Minnesota
$825K +$4.5K +164 +0.5%
FFA
88
Fragasso Financial Advisors
Pennsylvania
$770K +$124K +4,536 +19%
HCM
89
Hengehold Capital Management
Ohio
$737K -$7.51K -274 -1%
WB
90
WesBanco Bank
West Virginia
$735K +$95.4K +3,480 +15%
MA
91
Mutual Advisors
Nebraska
$730K +$730K +26,636 New
PA
92
Pinnacle Associates
New York
$729K +$26.4K +963 +4%
APA
93
American Portfolios Advisors
New York
$689K -$34.1K -1,245 -5%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$687K +$23.2K +846 +3%
CB
95
Chemical Bank
Michigan
$684K +$82.7K +3,015 +14%
BTS
96
BB&T Securities
Virginia
$683K +$36.6K +1,338 +6%
NA
97
NewEdge Advisors
Louisiana
$619K +$43.4K +1,615 +8%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$609K -$53K -1,935 -8%
WP
99
WealthPLAN Partners
Nebraska
$609K +$401K +14,644 +193%
FAAS
100
First Allied Advisory Services
California
$597K -$23.1K -847 -4%
2 3
4
5 6