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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $792M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
86
Reduced
83
Closed
20
Calls
$517K
Puts
$317K
Net Calls
+$200K
Net Calls Change
+$110K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.61M
2
Morgan Stanley
Morgan Stanley
New York
+$3.3M
3
CA
Cetera Advisors
Colorado
+$2.18M
4
KeyBank National Association
KeyBank National Association
Ohio
+$2.15M
5
Creative Planning
Creative Planning
Kansas
+$1.93M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$5.96M
2
AssetMark Inc
AssetMark Inc
California
-$3.73M
3
Wells Fargo
Wells Fargo
California
-$3.62M
4
FAM
Formidable Asset Management
Ohio
-$2.72M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
-$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
76
Chicago Partners Investment Group
Illinois
$1.57M +$95.4K +3,449 +6%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$1.51M +$988K +36,115 +188%
OIA
78
Optimum Investment Advisors
Illinois
$1.5M -$11.7K -426 -0.8%
NA
79
NewEdge Advisors
Louisiana
$1.49M -$23.9K -874 -2%
TA
80
TFG Advisers
Michigan
$1.49M +$2.49K +91 +0.2%
AIM
81
Aspen Investment Management
Michigan
$1.45M -$16.4K -600 -1%
LPT
82
Legacy Private Trust
Wisconsin
$1.45M +$51.8K +1,891 +4%
HIS
83
Harvest Investment Services
Illinois
$1.44M +$98.8K +3,681 +7%
TRCT
84
Tower Research Capital (TRC)
New York
$1.42M +$40.4K +1,476 +3%
WSTAM
85
Wilbanks Smith & Thomas Asset Management
Virginia
$1.38M +$7.55K +276 +0.6%
AWM
86
AE Wealth Management
Kansas
$1.32M +$1.32M +48,242 New
BPA
87
Beacon Pointe Advisors
California
$1.32M -$53.1K -1,942 -4%
FLI
88
Family Legacy Inc
South Carolina
$1.22M +$60.5K +2,138 +5%
BPWA
89
Beacon Pointe Wealth Advisors
California
$1.22M +$99.8K +3,639 +9%
WB
90
WesBanco Bank
West Virginia
$1.17M -$182K -6,636 -13%
GFS
91
GYL Financial Synergies
Connecticut
$1.17M +$240K +8,785 +26%
SS
92
Simplicity Solutions
Minnesota
$1.15M +$1.15M +42,033 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$572K +20,903 +103%
WP
94
WealthPLAN Partners
Nebraska
$1.08M +$233K +8,310 +27%
TNB
95
TCF National Bank
South Dakota
$1.06M +$1.06M +38,560 New
PA
96
Pinnacle Associates
New York
$1.05M +$52K +1,901 +5%
SMG
97
Smart Money Group
Texas
$1.03M -$654K -23,907 -39%
CAN
98
Cetera Advisor Networks
California
$1.01M -$115K -4,179 -10%
TNBTD
99
Trustmark National Bank Trust Department
Mississippi
$985K +$19.6K +715 +2%
DWM
100
Dakota Wealth Management
Florida
$928K -$46.2K -1,689 -5%
2 3
4
5 6