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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

237 hedge funds and large institutions have $826M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
5.43%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
26
Increased
96
Reduced
70
Closed
22
Calls
$458K
Puts
$779K
Net Calls
-$321K
Net Calls Change
-$760K

Top Buyers

1
FMLI
Fukoku Mutual Life Insurance
Japan
+$8.91M
2
PAG
Private Advisor Group
New Jersey
+$8.71M
3
LPL Financial
LPL Financial
California
+$5.06M
4
Jane Street
Jane Street
New York
+$3.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.44M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$29.9M
2
HNB
Huntington National Bank
Ohio
-$8.38M
3
SIA
Starfire Investment Advisers
Michigan
-$2.51M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
Optimum Investment Advisors
Illinois
$1.6M -$73.3K -2,467 -4%
VA
77
Valmark Advisers
Ohio
$1.58M +$14.8K +499 +0.9%
Stifel Financial
78
Stifel Financial
Missouri
$1.57M +$83.2K +2,796 +6%
HFS
79
HL Financial Services
Kentucky
$1.53M -$1.13K -38 -0.1%
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$1.51M -$20K -674 -1%
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$1.38M +$44.5K +1,497 +3%
CTC
82
Central Trust Company
Missouri
$1.32M -$138K -4,660 -10%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$1.28M +$1.28M +42,971 New
LYV
84
Live Your Vision
Pennsylvania
$1.21M +$72.1K +2,426 +6%
WB
85
WesBanco Bank
West Virginia
$1.21M +$146K +4,900 +14%
DWM
86
Dakota Wealth Management
Florida
$1.18M -$158K -5,329 -12%
IA
87
IFP Advisors
Florida
$1.16M -$5.35K -180 -0.5%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$1.14M +$354K +11,903 +45%
FLI
89
Family Legacy Inc
South Carolina
$1.1M +$10.5K +355 +1%
SFG
90
StrategIQ Financial Group
Indiana
$1.06M -$19.5K -655 -2%
PA
91
Pinnacle Associates
New York
$1M +$82.5K +2,775 +9%
WIA
92
Wealthstreet Investment Advisors
Texas
$988K +$921 +31 +0.1%
CAN
93
Cetera Advisor Networks
California
$936K +$936K +31,452 New
Invesco
94
Invesco
Georgia
$914K -$23.9K -806 -3%
DADC
95
D.A. Davidson & Co
Montana
$913K +$205K +6,893 +29%
HA
96
Harborview Advisors
Maine
$910K -$131K -4,405 -13%
WP
97
WealthPLAN Partners
Nebraska
$900K +$7.04K +261 +0.8%
CB
98
Chemical Bank
Michigan
$888K +$16.5K +555 +2%
CPIG
99
Chicago Partners Investment Group
Illinois
$824K +$296K +10,981 +56%
HCM
100
Hengehold Capital Management
Ohio
$812K -$11.8K -396 -1%
2 3
4
5 6