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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

233 hedge funds and large institutions have $732M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+7
Holders Change %
+3.1%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
27
Increased
92
Reduced
75
Closed
17
Calls
$912K
Puts
$216K
Net Calls
+$696K
Net Calls Change
+$249K

Top Buyers

1
SIA
Starfire Investment Advisers
Michigan
+$8.95M
2
LPL Financial
LPL Financial
California
+$3.69M
3
CRC
Curi RMB Capital
Illinois
+$2.94M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.37M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.26M

Top Sellers

1
DWM
Destination Wealth Management
California
-$30.4M
2
SWM
SVA Wealth Management
Wisconsin
-$13.8M
3
Bank of America
Bank of America
North Carolina
-$13.2M
4
HNB
Huntington National Bank
Ohio
-$8.64M
5
Morgan Stanley
Morgan Stanley
New York
-$7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
101
Rehmann Capital Advisory Group
Michigan
$574K +$55 +2 +0%
TF
102
TIAA FSB
Florida
$568K +$265K +9,697 +88%
BFPW
103
BOK Financial Private Wealth
Colorado
$558K – – –
RJT
104
Raymond James Trust
Florida
$550K +$55.5K +2,025 +11%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$542K +$54K +1,971 +11%
DADC
106
D.A. Davidson & Co
Montana
$539K +$539K +19,683 New
CPIG
107
Chicago Partners Investment Group
Illinois
$522K +$12.5K +456 +2%
GWM
108
Geneos Wealth Management
Colorado
$519K -$4.22K -154 -0.8%
MBT
109
Montecito Bank & Trust
California
$518K -$61.6K -2,246 -11%
SAM
110
SignalPoint Asset Management
Missouri
$497K +$22.8K +832 +5%
Goldman Sachs
111
Goldman Sachs
New York
$489K +$69.5K +2,536 +17%
PWMAG
112
Pinnacle Wealth Management Advisory Group
New Jersey
$468K +$1.04K +38 +0.2%
WP
113
WealthSource Partners
California
$466K -$42.9K -1,566 -8%
WT
114
Whittier Trust
California
$458K +$458K +16,728 New
JFA
115
JNBA Financial Advisors
Minnesota
$456K +$7.12K +260 +2%
PLFAM
116
Pineno Levin & Ford Asset Management
Virginia
$453K – – –
AT
117
Arden Trust
Delaware
$447K +$5.32K +194 +1%
CCM
118
Colorado Capital Management
Colorado
$420K – – –
BF
119
BOK Financial
Oklahoma
$418K -$145K -5,304 -26%
Mariner
120
Mariner
Kansas
$417K -$33.5K -1,225 -7%
AA
121
AlphaMark Advisors
Kentucky
$414K +$142K +5,198 +52%
1IA
122
1834 Investment Advisors
Wisconsin
$414K +$238K +8,660 +135%
FNBT
123
FineMark National Bank & Trust
Florida
$399K – – –
Northern Trust
124
Northern Trust
Illinois
$398K +$199K +7,252 +100%
SWP
125
Stratos Wealth Partners
Ohio
$395K +$195K +7,121 +98%
3 4
5
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