DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

246 hedge funds and large institutions have $790M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-5
Holders Change %
-1.99%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
21
Increased
97
Reduced
79
Closed
22
Calls
$407K
Puts
$317K
Net Calls
+$90K
Net Calls Change
-$494K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$16.1M
2
Bank of America
Bank of America
North Carolina
+$8.15M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.08M
5
FAM
Formidable Asset Management
Ohio
+$2.72M

Top Sellers

1
LPL Financial
LPL Financial
California
-$14.6M
2
MWM
Merriman Wealth Management
Washington
-$10.1M
3
HNB
Huntington National Bank
Ohio
-$7.93M
4
JPLA
Joseph P. Lucia & Associates
New York
-$6.16M
5
GFPC
Global Financial Private Capital
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$1.5M +$69.6K +2,567 +5%
IWM
77
IHT Wealth Management
Illinois
$1.49M +$1.49M +55,006 New
TA
78
TFG Advisers
Michigan
$1.47M +$96.1K +3,545 +7%
AIM
79
Aspen Investment Management
Michigan
$1.45M -$13.6K -500 -0.9%
CPIG
80
Chicago Partners Investment Group
Illinois
$1.42M -$25K -936 -2%
LPT
81
Legacy Private Trust
Wisconsin
$1.38M -$116K -4,270 -8%
TRCT
82
Tower Research Capital (TRC)
New York
$1.36M +$1.21M +44,594 +783%
BPA
83
Beacon Pointe Advisors
California
$1.36M +$212K +7,791 +18%
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
$1.36M -$1.49K -55 -0.1%
HIS
85
Harvest Investment Services
Illinois
$1.35M +$75.6K +2,792 +6%
WB
86
WesBanco Bank
West Virginia
$1.34M +$39.2K +1,445 +3%
Jane Street
87
Jane Street
New York
$1.25M +$1.25M +46,012 New
FLI
88
Family Legacy Inc
South Carolina
$1.11M +$20.9K +769 +2%
CAN
89
Cetera Advisor Networks
California
$1.11M -$25.9K -956 -2%
BPWA
90
Beacon Pointe Wealth Advisors
California
$1.1M +$31.6K +1,167 +3%
CA
91
Cetera Advisors
Colorado
$1.1M +$1.1M +40,419 New
CB
92
Chemical Bank
Michigan
$1.03M +$195K +7,184 +23%
PA
93
Pinnacle Associates
New York
$986K +$80.7K +2,976 +9%
DWM
94
Dakota Wealth Management
Florida
$965K -$10.7K -395 -1%
TNBTD
95
Trustmark National Bank Trust Department
Mississippi
$956K +$301K +11,122 +46%
AWCI
96
Alpine Woods Capital Investors
New York
$949K – – –
GFS
97
GYL Financial Synergies
Connecticut
$925K -$14.6K -539 -2%
MWP
98
Moller Wealth Partners
$871K – – –
CTC
99
Central Trust Company
Missouri
$829K -$3.84K -143 -0.5%
SFG
100
StrategIQ Financial Group
Indiana
$821K -$30.7K -1,130 -4%
2 3
4
5 6