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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

113 hedge funds and large institutions have $383M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
7
Increased
46
Reduced
34
Closed
8
Calls
$6.19M
Puts
$7.69M
Net Calls
-$1.5M
Net Calls Change
-$3.5M

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.48M
2
OCG
2
Opus Capital Group
Ohio
$4.77M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.96M
4
VCAM
4
Valentine Capital Asset Management
California
$11.1M
5
PI
5
Placemark Investments
Illinois
$6.19M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$24.9M
2
JWM
2
Jacobus Wealth Management
Wisconsin
$4.97M
3
EM
3
EnTrustPermal Management
New York
$0
4
LPL Financial
4
LPL Financial
California
$15.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$323K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$37K – – –
FBT
102
Founders Bank & Trust
Michigan
$28K – – –
FCCM
103
First City Capital Management
Georgia
$25.9K – – –
DADC
104
D.A. Davidson & Co
Montana
$23K – – –
WEC
105
Winslow Evans & Crocker
Massachusetts
$21K +$21K +900 New
First Manhattan
106
First Manhattan
New York
$14K – – –
MWP
107
MYCIO Wealth Partners
Pennsylvania
$14K +$68 +3 +0.5%
M&T Bank
108
M&T Bank
New York
$11K +$11K +450 New
HCM
109
Highlander Capital Management
New Jersey
$8.4K – – –
US Bancorp
110
US Bancorp
Minnesota
$7K – – –
AFIA
111
America First Investment Advisors
Nebraska
$7K – – –
VIA
112
Vantage Investment Advisors
Pennsylvania
$5K – – –
AC
113
Alexandria Capital
Virginia
$4K – – –
EM
114
EnTrustPermal Management
New York
– -$3.82M -167,769 Closed
AP
115
Advisors Preferred
Maryland
– -$848K -37,257 Closed
SGCA
116
Steel Grove Capital Advisors
Tennessee
– -$578K -25,383 Closed
ACM
117
Aviance Capital Management
Florida
– -$479K -21,048 Closed
Truist Financial
118
Truist Financial
North Carolina
– -$222K -9,759 Closed
TNBTD
119
Trustmark National Bank Trust Department
Mississippi
– -$207K -9,120 Closed
HCM
120
Horrell Capital Management
Arkansas
– -$98K -6,339 Closed
TRCT
121
Tower Research Capital (TRC)
New York
– -$34K -1,485 Closed
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