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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

134 hedge funds and large institutions have $485M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
3.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
21
Increased
66
Reduced
29
Closed
15
Calls
–
Puts
$1.58M
Net Calls
-$1.58M
Net Calls Change
+$561K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$20.6M
2
UBS Group
UBS Group
Switzerland
+$14.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.2M
5
PFM
Parsec Financial Management
North Carolina
+$3.81M

Top Sellers

1
BTS
BB&T Securities
Virginia
-$5.61M
2
CA
Cumberland Advisors
Florida
-$4.02M
3
Jane Street
Jane Street
New York
-$3.33M
4
BUB
BBVA USA Bancshares
Texas
-$1.96M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPP
101
Whalerock Point Partners
Rhode Island
$266K – – –
OC
102
Oppenheimer & Co
New York
$265K +$265K +11,016 New
HCA
103
Harbour Capital Advisors
Virginia
$243K – – –
NPC
104
National Planning Corporation
California
$217K -$59.3K -2,538 -21%
CBN
105
Cadence Bank NA
Texas
$215K -$18.7K -780 -8%
FVCM
106
F&V Capital Management
Florida
$205K +$205K +8,550 New
TCOV
107
Trust Company of Vermont
Vermont
$179K +$93.8K +3,897 +110%
CAL
108
Capital Advisors Ltd
Ohio
$90K – – –
FNBT
109
FineMark National Bank & Trust
Florida
$87K -$240K -9,990 -73%
MA
110
MCF Advisors
Kentucky
$87K – – –
FANJ
111
Financial Architects (New Jersey)
New Jersey
$67K +$16.9K +708 +34%
ASN
112
Advisory Services Network
Georgia
$62K +$73 +3 +0.1%
CG
113
Colony Group
Massachusetts
$58K – – –
CPIG
114
Chicago Partners Investment Group
Illinois
$56K +$926 +39 +2%
SSB
115
Sandy Spring Bank
Maryland
$51K +$51K +2,136 New
WP
116
WealthPLAN Partners
Nebraska
$48K +$48K +2,040 New
WCM
117
Wealthcare Capital Management
Virginia
$43K +$43K +1,776 New
WA
118
WFG Advisors
Texas
$33K -$6.35K -261 -16%
First Manhattan
119
First Manhattan
New York
$31K – – –
FCCM
120
First City Capital Management
Georgia
$26.7K – – –
S
121
SignatureFD
Georgia
$25K +$25K +1,044 New
Citigroup
122
Citigroup
New York
$22K – – –
VNA
123
Valley National Advisers
Pennsylvania
$21K -$36.5K -1,500 -63%
MWP
124
MYCIO Wealth Partners
Pennsylvania
$15K +$70 +3 +0.5%
AA
125
Apriem Advisors
California
$13K +$13K +525 New
2 3 4
5
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