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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

251 hedge funds and large institutions have $782M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
33
Increased
106
Reduced
64
Closed
25
Calls
$584K
Puts
–
Net Calls
+$584K
Net Calls Change
+$35K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.4M
2
MWM
Merriman Wealth Management
Washington
+$10.1M
3
Ameriprise
Ameriprise
Minnesota
+$4.66M
4
RJA
Raymond James & Associates
Florida
+$4.1M
5
KeyBank National Association
KeyBank National Association
Ohio
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.96M
3
SAM
Smithbridge Asset Management
Pennsylvania
-$2.83M
4
FAM
Formidable Asset Management
Ohio
-$2.64M
5
M&T Bank
M&T Bank
New York
-$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
Optimum Investment Advisors
Illinois
$1.52M +$2.15K +78 +0.1%
AIM
77
Aspen Investment Management
Michigan
$1.49M -$11K -400 -0.7%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$1.46M +$168K +6,094 +13%
MBT
79
Montecito Bank & Trust
California
$1.46M +$327K +11,871 +29%
NA
80
NewEdge Advisors
Louisiana
$1.45M -$32.3K -1,173 -2%
TA
81
TFG Advisers
Michigan
$1.39M +$22.1K +802 +2%
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$1.38M +$1.35K +49 +0.1%
WB
83
WesBanco Bank
West Virginia
$1.33M +$153K +5,553 +13%
HIS
84
Harvest Investment Services
Illinois
$1.32M +$306K +10,972 +30%
LYV
85
Live Your Vision
Pennsylvania
$1.23M +$79.3K +2,812 +7%
BPA
86
Beacon Pointe Advisors
California
$1.17M +$83.4K +3,033 +8%
CAN
87
Cetera Advisor Networks
California
$1.15M +$150K +5,426 +15%
FLI
88
Family Legacy Inc
South Carolina
$1.13M +$46.5K +1,643 +4%
BPWA
89
Beacon Pointe Wealth Advisors
California
$1.09M -$140K -5,075 -11%
DWM
90
Dakota Wealth Management
Florida
$991K -$104K -3,764 -9%
AWCI
91
Alpine Woods Capital Investors
New York
$964K – – –
GFS
92
GYL Financial Synergies
Connecticut
$954K -$1.07K -39 -0.1%
AI
93
Atria Investments
North Carolina
$950K +$339K +12,304 +55%
SWP
94
Stratos Wealth Partners
Ohio
$942K +$289K +10,490 +44%
PA
95
Pinnacle Associates
New York
$919K +$280K +10,190 +44%
MWP
96
Moller Wealth Partners
$885K -$9.84K -357 -1%
SFG
97
StrategIQ Financial Group
Indiana
$865K -$22K -798 -2%
HA
98
Harborview Advisors
Maine
$858K +$81.1K +2,945 +10%
CTC
99
Central Trust Company
Missouri
$856K -$4.13K -150 -0.5%
CB
100
Chemical Bank
Michigan
$845K +$1.74K +63 +0.2%
2 3
4
5 6