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WisdomTree US SmallCap Dividend Fund

147 hedge funds and large institutions have $507M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.93%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
22
Increased
63
Reduced
42
Closed
16
Calls
$1.41M
Puts
$1.61M
Net Calls
-$207K
Net Calls Change
+$638K
Name Holding Trade Value Shares
Change
Shares
Change %
BTS
101
BB&T Securities
Virginia
$287K -$6.22K -261 -2%
GLRA
102
Gerald L. Ray & Associates
Texas
$279K +$4.01K +168 +1%
EWM
103
Evermay Wealth Management
Virginia
$272K -$30.4K -1,275 -10%
IWA
104
Intercontinental Wealth Advisors
Texas
$265K +$265K +11,100 New
JFA
105
JNBA Financial Advisors
Minnesota
$257K +$156K +6,528 +154%
CAN
106
Cetera Advisor Networks
California
$256K +$7.26K +303 +3%
JIC
107
Johnson Investment Counsel
Ohio
$250K +$250K +10,488 New
BSW
108
Buckingham Strategic Wealth
Missouri
$243K +$243K +10,164 New
BRWA
109
B. Riley Wealth Advisors
Florida
$239K +$239K +10,002 New
WKWM
110
Walter & Keenan Wealth Management
Indiana
$236K
BW
111
Bison Wealth
Georgia
$231K -$3.78K -159 -2%
NFG
112
Next Financial Group
Texas
$228K
NPC
113
National Planning Corporation
California
$219K +$219K +8,904 New
CA
114
Cetera Advisors
Colorado
$215K -$108K -4,575 -34%
SC
115
Scotia Capital
Ontario, Canada
$206K -$254K -10,650 -55%
HCA
116
Harbour Capital Advisors
Virginia
$206K +$206K +8,625 New
FNBT
117
FineMark National Bank & Trust
Florida
$152K -$51.1K -2,127 -25%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$123K +$123K +5,130 New
FANJ
119
Financial Architects (New Jersey)
New Jersey
$107K +$19.1K +801 +22%
SEI Investments
120
SEI Investments
Pennsylvania
$100K +$100K +4,206 New
BlackRock
121
BlackRock
New York
$90K
AWMS
122
Advocacy Wealth Management Services
Georgia
$86K -$2.16K -90 -2%
MA
123
MCF Advisors
Kentucky
$86K
ASN
124
Advisory Services Network
Georgia
$86K +$20.5K +858 +31%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$84K +$66K +2,748 +366%