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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

175 hedge funds and large institutions have $741M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+20
Holders Change %
+12.9%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.3%
New
33
Increased
69
Reduced
42
Closed
10
Calls
$783K
Puts
$1.63M
Net Calls
-$847K
Net Calls Change
-$1.34M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
PCM
2
Pointe Capital Management
Michigan
$9.01M
3
GIM
3
Guild Investment Management
California
$8.61M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.1M
5
JCM
5
Janney Capital Management
Pennsylvania
$8.05M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$0
2
HNB
2
Huntington National Bank
Ohio
$9.47M
3
PV
3
Private Vista
Illinois
$18.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$22.2M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
101
Mariner
Kansas
$491K +$427K +15,474 +665%
BF
102
BOK Financial
Oklahoma
$483K – – –
APP
103
Avantax Planning Partners
Iowa
$467K +$467K +16,932 New
GW
104
GW & Wade
Massachusetts
$463K +$463K +16,788 New
ONB
105
Old National Bancorp
Indiana
$448K -$82.7K -3,000 -16%
IA
106
IFP Advisors
Florida
$417K +$35.2K +1,278 +9%
SCA
107
Stillwater Capital Advisors
Pennsylvania
$414K – – –
AT
108
Arden Trust
Delaware
$407K – – –
IFS
109
Ifrah Financial Services
Arkansas
$397K -$22.7K -822 -5%
GS
110
Girard Securities
California
$386K +$386K +13,983 New
CCM
111
Colorado Capital Management
Colorado
$384K -$33.5K -1,215 -8%
LIA
112
LBMC Investment Advisors
Tennessee
$383K -$13.6K -492 -3%
FHA
113
Flagship Harbor Advisors
Massachusetts
$367K +$367K +13,536 New
OC
114
Oakworth Capital
Alabama
$347K – – –
OC
115
Oarsman Capital
Wisconsin
$342K -$75.6K -2,742 -18%
CONA
116
Capital One National Association
New York
$341K +$341K +12,369 New
TW
117
Transform Wealth
Colorado
$331K -$161K -5,850 -33%
VKH
118
Virtu KCG Holdings
New York
$331K +$331K +12,006 New
TNBTD
119
Trustmark National Bank Trust Department
Mississippi
$320K +$2.07K +75 +0.7%
WKWM
120
Walter & Keenan Wealth Management
Indiana
$314K – – –
EWM
121
Evermay Wealth Management
Virginia
$314K – – –
FNBT
122
FineMark National Bank & Trust
Florida
$311K – – –
Wolverine Trading
123
Wolverine Trading
Illinois
$302K +$302K +10,944 New
FFW
124
Fusion Family Wealth
New York
$299K +$299K +14,487 New
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$272K +$272K +9,870 New
3 4
5
6 7