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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

241 hedge funds and large institutions have $575M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-22
Holders Change %
-8.37%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
70
Reduced
115
Closed
38
Calls
$239K
Puts
$6K
Net Calls
+$233K
Net Calls Change
+$244K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.8M
2
PPW
Parcion Private Wealth
Washington
+$2.98M
3
M&T Bank
M&T Bank
New York
+$2.97M
4
HA
HC Advisors
Georgia
+$2.64M
5
PPP
Private Portfolio Partners
New Jersey
+$1.82M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$20.5M
2
Bank of America
Bank of America
North Carolina
-$15.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.81M
4
Morgan Stanley
Morgan Stanley
New York
-$4.95M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
76
Capstone Financial Group
Oklahoma
$1.28M +$51.6K +2,496 +4%
BPA
77
Beacon Pointe Advisors
California
$1.2M -$477K -22,573 -28%
SWP
78
Stratos Wealth Partners
Ohio
$1.16M +$155K +7,321 +15%
TA
79
TFG Advisers
Michigan
$1.16M -$77.6K -3,664 -6%
AIM
80
Aspen Investment Management
Michigan
$1.11M +$98.5K +4,650 +10%
IWP
81
IAG Wealth Partners
Wisconsin
$1.11M +$495K +23,341 +81%
FLI
82
Family Legacy Inc
South Carolina
$1.1M +$173K +8,189 +19%
APCM
83
Alaska Permanent Capital Management
Alaska
$1.06M +$127K +6,000 +14%
TNB
84
TCF National Bank
South Dakota
$1.03M -$193K -7,131 -16%
GW
85
GW & Wade
Massachusetts
$1.01M -$369K -17,404 -27%
IWM
86
IHT Wealth Management
Illinois
$1M +$172K +8,108 +21%
CPIG
87
Chicago Partners Investment Group
Illinois
$949K -$35.3K -1,636 -4%
MPW
88
Monterey Private Wealth
California
$927K -$68.8K -3,249 -7%
AAS
89
Avantax Advisory Services
Texas
$912K -$521K -24,559 -36%
HighTower Advisors
90
HighTower Advisors
Illinois
$903K -$170K -8,049 -16%
MML Investors Services
91
MML Investors Services
Massachusetts
$891K -$42.7K -2,017 -5%
CCA
92
Clearwater Capital Advisors
Illinois
$887K -$441K -20,815 -33%
PTP
93
Platform Technology Partners
New York
$864K +$400K +18,863 +86%
SL
94
Stevard LLC
Illinois
$850K -$2.57M -121,294 -75%
NB
95
NBT Bank
New York
$813K -$469K -22,159 -37%
WB
96
WesBanco Bank
West Virginia
$787K -$70.8K -3,343 -8%
PAG
97
Private Advisor Group
New Jersey
$772K -$369K -17,434 -32%
WB
98
West Bancorporation
Iowa
$766K -$93.4K -4,411 -11%
COF
99
Capital One Financial
Virginia
$742K -$335K -15,799 -31%
APW
100
Austin Private Wealth
Texas
$700K -$699 -33 -0.1%
2 3
4
5 6