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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

147 hedge funds and large institutions have $441M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+13
Holders Change %
+9.7%
% of All Funds
3.86%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
22
Increased
57
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$11.9M
2
PWAG
Polaris Wealth Advisory Group
California
+$2.19M
3
Wells Fargo
Wells Fargo
California
+$1.25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.04M
5
CCS
Crosspoint Capital Strategies
California
+$1.02M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$9.23M
2
Morgan Stanley
Morgan Stanley
New York
-$7.09M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.98M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.66M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
101
BB&T Securities
Virginia
$299K -$33K -1,530 -10%
SB
102
Suntrust Banks
Georgia
$299K – – –
OC
103
Oakworth Capital
Alabama
$282K +$282K +13,020 New
EWM
104
Evermay Wealth Management
Virginia
$274K -$47.3K -2,190 -15%
CAN
105
Cetera Advisor Networks
California
$257K +$649 +30 +0.3%
GLRA
106
Gerald L. Ray & Associates
Texas
$249K – – –
FVCM
107
F&V Capital Management
Florida
$241K +$9.72K +450 +4%
SPC
108
Sigma Planning Corp
Michigan
$240K -$4.62K -213 -2%
WPP
109
Whalerock Point Partners
Rhode Island
$237K -$2.33K -108 -1%
BW
110
Bison Wealth
Georgia
$222K -$18.3K -846 -8%
HCA
111
Harbour Capital Advisors
Virginia
$219K – – –
WKWM
112
Walter & Keenan Wealth Management
Indiana
$214K +$214K +9,900 New
V
113
Veritable
Delaware
$201K +$201K +9,288 New
NFG
114
Next Financial Group
Texas
$200K -$576K -26,694 -74%
FNBT
115
FineMark National Bank & Trust
Florida
$183K – – –
CTC
116
Central Trust Company
Missouri
$138K +$10.8K +498 +8%
SG Americas Securities
117
SG Americas Securities
New York
$130K -$525K -24,171 -80%
JFA
118
JNBA Financial Advisors
Minnesota
$89K +$43.7K +2,019 +97%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$81K – – –
BlackRock
120
BlackRock
New York
$81K +$81K +3,753 New
MA
121
MCF Advisors
Kentucky
$78K – – –
MFT
122
Moisand Fitzgerald Tamayo
Florida
$70K +$70K +3,249 New
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$65K +$65K +3,000 New
CPIG
124
Chicago Partners Investment Group
Illinois
$50K – – –
AWMS
125
Advocacy Wealth Management Services
Georgia
$41K +$41K +1,917 New
3 4
5
6 7