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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

189 hedge funds and large institutions have $697M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
4.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.17%
New
32
Increased
82
Reduced
47
Closed
16
Calls
$1.79M
Puts
$873K
Net Calls
+$917K
Net Calls Change
+$1.76M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.16M
2
Bank of America
Bank of America
North Carolina
+$4.05M
3
SB
Simmons Bank
Arkansas
+$3.46M
4
Wells Fargo
Wells Fargo
California
+$3.43M
5
Morgan Stanley
Morgan Stanley
New York
+$3.42M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
-$20.5M
2
FIG
FundX Investment Group
California
-$15.3M
3
HNB
Huntington National Bank
Ohio
-$9.47M
4
PCM
Pointe Capital Management
Michigan
-$9.01M
5
GIM
Guild Investment Management
California
-$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$498K -$27K -1,005 -5%
SG Americas Securities
102
SG Americas Securities
New York
$490K +$490K +18,252 New
Mariner
103
Mariner
Kansas
$479K +$484 +18 +0.1%
PLFAM
104
Pineno Levin & Ford Asset Management
Virginia
$474K -$12.5K -465 -3%
BF
105
BOK Financial
Oklahoma
$470K – – –
NFG
106
Next Financial Group
Texas
$466K -$67.5K -2,478 -13%
APP
107
Avantax Planning Partners
Iowa
$456K +$645 +24 +0.1%
AFP
108
Ausdal Financial Partners
Iowa
$435K +$191K +7,116 +78%
ONB
109
Old National Bancorp
Indiana
$424K -$12.4K -462 -3%
DWT
110
Dorsey & Whitney Trust
South Dakota
$422K +$422K +15,696 New
GS
111
Girard Securities
California
$410K +$33.8K +1,257 +9%
PA
112
Pinnacle Associates
New York
$408K +$408K +15,165 New
SCA
113
Stillwater Capital Advisors
Pennsylvania
$404K – – –
BTS
114
BB&T Securities
Virginia
$401K +$122K +4,533 +44%
CCM
115
Colorado Capital Management
Colorado
$395K +$20.2K +753 +5%
CONA
116
Capital One National Association
New York
$392K +$59.6K +2,217 +18%
CWM
117
Cornerstone Wealth Management
Missouri
$389K +$142K +5,376 +58%
AT
118
Arden Trust
Delaware
$384K -$12.1K -450 -3%
CA
119
Cetera Advisors
Colorado
$380K +$120K +4,443 +46%
IFS
120
Ifrah Financial Services
Arkansas
$369K -$18.2K -678 -5%
LIA
121
LBMC Investment Advisors
Tennessee
$369K -$4.03K -150 -1%
ASN
122
Advisory Services Network
Georgia
$357K +$357K +13,269 New
FHA
123
Flagship Harbor Advisors
Massachusetts
$355K – – –
DG
124
Davidson & Garrard
Virginia
$353K +$353K +13,125 New
OC
125
Oakworth Capital
Alabama
$350K – – –
3 4
5
6 7