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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

195 hedge funds and large institutions have $709M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
24
Increased
81
Reduced
57
Closed
17
Calls
$1.54M
Puts
$982K
Net Calls
+$560K
Net Calls Change
-$357K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.48M
2
LPT
Legacy Private Trust
Wisconsin
+$4.28M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$3.12M
4
Wells Fargo
Wells Fargo
California
+$2.83M
5
TRCT
Tower Research Capital (TRC)
New York
+$2.06M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$10.6M
2
AWS
AJ Wealth Strategies
New York
-$3.68M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.18M
4
PV
Private Vista
Illinois
-$3.07M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
101
Cornerstone Wealth Management
Missouri
$488K +$96K +3,597 +24%
CB
102
Chemical Bank
Michigan
$488K +$488K +18,192 New
CCM
103
Canal Capital Management
Virginia
$487K -$47.4K -1,767 -9%
PLFAM
104
Pineno Levin & Ford Asset Management
Virginia
$475K +$2.41K +90 +0.5%
CONA
105
Capital One National Association
New York
$475K +$84.3K +3,147 +22%
Mariner
106
Mariner
Kansas
$468K -$9.81K -366 -2%
BF
107
BOK Financial
Oklahoma
$460K -$9.74K -363 -2%
NFG
108
Next Financial Group
Texas
$459K – – –
SAM
109
Smithbridge Asset Management
Pennsylvania
$454K +$454K +16,908 New
GS
110
Girard Securities
California
$440K +$32.3K +1,209 +8%
PWMAG
111
Pinnacle Wealth Management Advisory Group
New Jersey
$437K +$169K +6,315 +63%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$435K -$140K -5,202 -24%
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$427K +$97.6K +3,633 +30%
CWM
114
Concert Wealth Management
California
$426K -$301K -11,307 -41%
CCM
115
Colorado Capital Management
Colorado
$424K +$30.7K +1,146 +8%
DWT
116
Dorsey & Whitney Trust
South Dakota
$421K – – –
IA
117
IFP Advisors
Florida
$404K -$120K -4,476 -23%
SCA
118
Stillwater Capital Advisors
Pennsylvania
$403K – – –
AT
119
Arden Trust
Delaware
$393K +$9.81K +366 +3%
DG
120
Davidson & Garrard
Virginia
$388K +$35.5K +1,320 +10%
LIA
121
LBMC Investment Advisors
Tennessee
$370K +$966 +36 +0.3%
FHA
122
Flagship Harbor Advisors
Massachusetts
$360K – – –
OC
123
Oakworth Capital
Alabama
$349K – – –
VKH
124
Virtu KCG Holdings
New York
$322K -$214K -7,983 -40%
CA
125
Cetera Advisors
Colorado
$318K -$60.5K -2,253 -16%
3 4
5
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