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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

263 hedge funds and large institutions have $532M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-29
Holders Change %
-9.93%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
30
Increased
75
Reduced
118
Closed
53
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$330K

Top Buyers

1
M&T Bank
M&T Bank
New York
+$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.6M
3
AssetMark Inc
AssetMark Inc
California
+$4.51M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.79M
5
Creative Planning
Creative Planning
Kansas
+$3.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CWM
Connecticut Wealth Management
Connecticut
-$7.7M
3
HNB
Huntington National Bank
Ohio
-$5.61M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$4.99M
5
SHA
Seneca House Advisors
Virginia
-$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
76
NBT Bank
New York
$1.09M +$33.8K +1,877 +3%
CFG
77
Capstone Financial Group
Oklahoma
$1.07M +$858K +47,601 +397%
VA
78
Valmark Advisers
Ohio
$1.07M +$45.5K +2,523 +4%
TA
79
TFG Advisers
Michigan
$1.05M +$16.6K +924 +2%
PAG
80
Private Advisor Group
New Jersey
$971K -$524K -29,086 -35%
PWMAG
81
Pinnacle Wealth Management Advisory Group
New Jersey
$954K +$589K +32,683 +161%
COF
82
Capital One Financial
Virginia
$916K +$916K +50,819 New
HighTower Advisors
83
HighTower Advisors
Illinois
$915K -$325K -18,067 -26%
Truist Financial
84
Truist Financial
North Carolina
$903K +$43.4K +2,406 +5%
XF
85
XML Financial
Maryland
$867K -$14.5K -803 -2%
CPIG
86
Chicago Partners Investment Group
Illinois
$859K -$242K -12,848 -22%
AIM
87
Aspen Investment Management
Michigan
$858K -$95.1K -5,280 -10%
SWP
88
Stratos Wealth Partners
Ohio
$852K -$276K -15,308 -24%
MPW
89
Monterey Private Wealth
California
$848K -$45.9K -2,548 -5%
PT
90
Plimoth Trust
Massachusetts
$840K +$67.9K +3,768 +9%
WSTAM
91
Wilbanks Smith & Thomas Asset Management
Virginia
$832K +$649 +36 +0.1%
TNB
92
TCF National Bank
South Dakota
$810K +$7.8K +433 +1%
APCM
93
Alaska Permanent Capital Management
Alaska
$796K +$61.9K +3,435 +8%
MML Investors Services
94
MML Investors Services
Massachusetts
$795K -$851K -47,232 -52%
FLI
95
Family Legacy Inc
South Carolina
$787K -$955 -53 -0.1%
WB
96
West Bancorporation
Iowa
$731K +$110K +6,098 +18%
WB
97
WesBanco Bank
West Virginia
$730K -$36.1K -2,000 -5%
IWM
98
IHT Wealth Management
Illinois
$705K -$510K -28,304 -42%
NA
99
NewEdge Advisors
Louisiana
$674K -$166K -9,223 -20%
KFI
100
Key Financial Inc
Pennsylvania
$646K -$196K -10,852 -23%
2 3
4
5 6