DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

244 hedge funds and large institutions have $659M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
5.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
41
Increased
81
Reduced
86
Closed
31
Calls
$549K
Puts
–
Net Calls
+$549K
Net Calls Change
+$870K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.09M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.96M
3
KeyBank National Association
KeyBank National Association
Ohio
+$2.5M
4
LPL Financial
LPL Financial
California
+$1.95M
5
NB
NBT Bank
New York
+$1.37M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$9.38M
2
Bank of America
Bank of America
North Carolina
-$6.3M
3
CWM
Cornerstone Wealth Management
Missouri
-$6.17M
4
PAG
Private Advisor Group
New Jersey
-$5.9M
5
Morgan Stanley
Morgan Stanley
New York
-$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
76
TFG Advisers
Michigan
$1.22M +$1.22M +49,834 New
Stifel Financial
77
Stifel Financial
Missouri
$1.22M -$77K -3,140 -6%
IA
78
IFP Advisors
Florida
$1.19M +$232K +9,484 +24%
DWM
79
Dakota Wealth Management
Florida
$1.18M – – –
Deutsche Bank
80
Deutsche Bank
Germany
$1.18M +$883K +36,000 +300%
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$1.15M +$12.8K +520 +1%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.13M +$73.7K +3,004 +7%
BPWA
83
Beacon Pointe Wealth Advisors
California
$1.09M +$1.09M +44,567 New
LYV
84
Live Your Vision
Pennsylvania
$1.08M -$27 -1 -0%
SAM
85
SignalPoint Asset Management
Missouri
$1.07M +$567K +21,016 +112%
TRCT
86
Tower Research Capital (TRC)
New York
$1.07M +$975K +39,742 +1,048%
WB
87
WesBanco Bank
West Virginia
$1.04M +$42.9K +1,750 +4%
MBT
88
Montecito Bank & Trust
California
$1.01M +$401K +16,358 +66%
HIS
89
Harvest Investment Services
Illinois
$974K +$974K +36,155 New
BPA
90
Beacon Pointe Advisors
California
$962K +$962K +39,326 New
FLI
91
Family Legacy Inc
South Carolina
$943K +$32.1K +1,307 +4%
CAN
92
Cetera Advisor Networks
California
$889K +$119K +4,882 +16%
AWCI
93
Alpine Woods Capital Investors
New York
$859K +$859K +35,000 New
MWP
94
Moller Wealth Partners
$857K +$583K +22,084 +212%
GFS
95
GYL Financial Synergies
Connecticut
$851K +$851K +34,681 New
SFG
96
StrategIQ Financial Group
Indiana
$790K -$84.5K -3,442 -10%
GWA
97
Guidant Wealth Advisors
Illinois
$780K +$780K +31,822 New
CTC
98
Central Trust Company
Missouri
$765K -$322K -13,136 -30%
DADC
99
D.A. Davidson & Co
Montana
$756K +$2.48K +101 +0.3%
CB
100
Chemical Bank
Michigan
$751K +$18K +733 +2%
2 3
4
5 6