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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

235 hedge funds and large institutions have $784M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
25
Increased
91
Reduced
75
Closed
21
Calls
$655K
Puts
$216K
Net Calls
+$439K
Net Calls Change
-$257K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12.1M
2
DWM
Destination Wealth Management
California
+$8.34M
3
SWM
SVA Wealth Management
Wisconsin
+$4.5M
4
SMG
Smart Money Group
Texas
+$3.56M
5
FCI
Financial Counselors Inc
Kansas
+$2.98M

Top Sellers

1
PP
Palladium Partners
Virginia
-$12.9M
2
HNB
Huntington National Bank
Ohio
-$7.49M
3
Wells Fargo
Wells Fargo
California
-$6.47M
4
Morgan Stanley
Morgan Stanley
New York
-$4.86M
5
CAI
Capital Advisors Inc
Oklahoma
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
76
Dakota Wealth Management
Florida
$1.34M -$108K -3,634 -7%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$1.34M +$47.1K +1,590 +4%
IA
78
IFP Advisors
Florida
$1.16M -$171K -5,755 -13%
LYV
79
Live Your Vision
Pennsylvania
$1.16M +$23.3K +772 +2%
FLI
80
Family Legacy Inc
South Carolina
$1.09M +$30.9K +1,041 +3%
SFG
81
StrategIQ Financial Group
Indiana
$1.08M +$12.5K +423 +1%
WB
82
WesBanco Bank
West Virginia
$1.07M +$270K +9,097 +34%
HA
83
Harborview Advisors
Maine
$1.04M -$191K -6,435 -16%
WIA
84
Wealthstreet Investment Advisors
Texas
$985K -$49.4K -1,667 -5%
WP
85
WealthPLAN Partners
Nebraska
$982K +$322K +10,873 +49%
Invesco
86
Invesco
Georgia
$936K -$69.3K -2,338 -7%
PA
87
Pinnacle Associates
New York
$915K +$126K +4,260 +16%
AF
88
Advisornet Financial
Minnesota
$883K -$9.7K -327 -1%
CB
89
Chemical Bank
Michigan
$870K +$130K +4,380 +18%
HCM
90
Hengehold Capital Management
Ohio
$822K +$24.3K +818 +3%
CASB
91
Cape Ann Savings Bank
Massachusetts
$791K +$791K +26,193 New
APA
92
American Portfolios Advisors
New York
$787K +$41.5K +1,401 +6%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$780K +$121K +4,065 +18%
FAIM
94
Financial Advocates Investment Management
Washington
$714K +$425K +14,285 +147%
FFA
95
Fragasso Financial Advisors
Pennsylvania
$706K -$126K -4,267 -15%
DADC
96
D.A. Davidson & Co
Montana
$706K +$123K +4,138 +21%
TF
97
TIAA FSB
Florida
$647K +$31.4K +1,059 +5%
CF
98
Centaurus Financial
California
$643K +$251K +8,465 +64%
SWP
99
Stratos Wealth Partners
Ohio
$629K +$202K +6,803 +47%
BTS
100
BB&T Securities
Virginia
$625K -$115K -3,873 -16%
2 3
4
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