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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

155 hedge funds and large institutions have $598M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
4.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
20
Increased
75
Reduced
32
Closed
10
Calls
$1.77M
Puts
$1.27M
Net Calls
+$495K
Net Calls Change
+$702K

Top Buyers

1
HCM
Hengehold Capital Management
Ohio
+$9.48M
2
Morgan Stanley
Morgan Stanley
New York
+$8.18M
3
MWM
Merriman Wealth Management
Washington
+$6.45M
4
UBS Group
UBS Group
Switzerland
+$5.67M
5
Creative Planning
Creative Planning
Kansas
+$5.58M

Top Sellers

1
SWM
SVA Wealth Management
Wisconsin
-$4.32M
2
Jane Street
Jane Street
New York
-$4.12M
3
Goldman Sachs
Goldman Sachs
New York
-$3.67M
4
HNB
Huntington National Bank
Ohio
-$3.45M
5
VC
Vicus Capital
Pennsylvania
-$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
101
Ifrah Financial Services
Arkansas
$382K -$11.6K -462 -3%
OC
102
Oarsman Capital
Wisconsin
$380K -$36.4K -1,452 -9%
CCM
103
Colorado Capital Management
Colorado
$380K – – –
SCA
104
Stillwater Capital Advisors
Pennsylvania
$376K -$6.01K -240 -2%
AT
105
Arden Trust
Delaware
$369K +$369K +14,748 New
LIA
106
LBMC Investment Advisors
Tennessee
$361K -$6.47K -258 -2%
Citadel Advisors
107
Citadel Advisors
Florida
$349K +$349K +13,923 New
IA
108
IFP Advisors
Florida
$347K -$13.5K -540 -4%
OC
109
Oakworth Capital
Alabama
$326K – – –
TNBTD
110
Trustmark National Bank Trust Department
Mississippi
$289K +$289K +11,535 New
EWM
111
Evermay Wealth Management
Virginia
$286K – – –
WKWM
112
Walter & Keenan Wealth Management
Indiana
$286K +$37.6K +1,500 +15%
FNBT
113
FineMark National Bank & Trust
Florida
$283K +$124K +4,956 +78%
BTS
114
BB&T Securities
Virginia
$260K -$41.4K -1,653 -14%
BW
115
Bison Wealth
Georgia
$244K +$376 +15 +0.2%
CWM
116
Cornerstone Wealth Management
Missouri
$242K +$242K +9,774 New
HWM
117
Highwater Wealth Management
Colorado
$222K +$222K +8,847 New
SC
118
Scotia Capital
Ontario, Canada
$217K – – –
NPC
119
National Planning Corporation
California
$214K – – –
CA
120
Cetera Advisors
Colorado
$212K -$15.8K -630 -7%
AFP
121
Ausdal Financial Partners
Iowa
$210K +$210K +8,394 New
HCA
122
Harbour Capital Advisors
Virginia
$209K -$7.53K -300 -3%
BRWA
123
B. Riley Wealth Advisors
Florida
$205K -$45.9K -1,830 -18%
Brown Advisory
124
Brown Advisory
Maryland
$201K +$201K +8,025 New
GT
125
Glenmede Trust
Pennsylvania
$154K +$154K +6,150 New
3 4
5
6 7