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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

134 hedge funds and large institutions have $413M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
134
Holders Change
–
Holders Change %
0%
% of All Funds
3.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
13
Increased
49
Reduced
46
Closed
11
Calls
$511K
Puts
$410K
Net Calls
+$101K
Net Calls Change
+$700K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$7.61M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.45M
4
OCG
4
Opus Capital Group
Ohio
$7.32M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$11.5M
2
HNB
2
Huntington National Bank
Ohio
$2.46M
3
C
3
CFO4Life
Texas
$0
4
UBS Group
4
UBS Group
Switzerland
$35.2M
5
Bank of America
5
Bank of America
North Carolina
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLRA
101
Gerald L. Ray & Associates
Texas
$242K – – –
SPC
102
Sigma Planning Corp
Michigan
$237K -$48.1K -2,289 -17%
BW
103
Bison Wealth
Georgia
$233K -$28.9K -1,377 -11%
WPP
104
Whalerock Point Partners
Rhode Island
$233K – – –
FVCM
105
F&V Capital Management
Florida
$224K +$20.1K +960 +10%
HCA
106
Harbour Capital Advisors
Virginia
$213K – – –
Citigroup
107
Citigroup
New York
$203K +$133K +6,315 +190%
BUB
108
BBVA USA Bancshares
Texas
$200K -$16.9K -807 -8%
FNBT
109
FineMark National Bank & Trust
Florida
$178K +$89.3K +4,245 +101%
CTC
110
Central Trust Company
Missouri
$124K +$124K +5,886 New
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$79K +$79K +3,762 New
MA
112
MCF Advisors
Kentucky
$76K – – –
CPIG
113
Chicago Partners Investment Group
Illinois
$49K -$49.8K -2,358 -50%
SSB
114
Sandy Spring Bank
Maryland
$45K – – –
JFA
115
JNBA Financial Advisors
Minnesota
$44K – – –
ASN
116
Advisory Services Network
Georgia
$34K -$5.54K -267 -14%
UFA
117
US Financial Advisors
Massachusetts
$32K +$32K +1,500 New
MAS
118
Madden Advisory Services
Florida
$31K – – –
WA
119
WFG Advisors
Texas
$28K – – –
First Manhattan
120
First Manhattan
New York
$27K – – –
ACM
121
Argentus Capital Management
Texas
$25K +$25K +1,188 New
FCCM
122
First City Capital Management
Georgia
$23.3K – – –
VNA
123
Valley National Advisers
Pennsylvania
$18K +$62 +3 +0.3%
BCM
124
Brookstone Capital Management
Illinois
$14K – – –
MWP
125
MYCIO Wealth Partners
Pennsylvania
$14K +$65 +3 +0.5%
2 3 4
5
6