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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

235 hedge funds and large institutions have $784M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
25
Increased
91
Reduced
75
Closed
21
Calls
$655K
Puts
$216K
Net Calls
+$439K
Net Calls Change
-$257K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12.1M
2
DWM
Destination Wealth Management
California
+$8.34M
3
SWM
SVA Wealth Management
Wisconsin
+$4.5M
4
SMG
Smart Money Group
Texas
+$3.56M
5
FCI
Financial Counselors Inc
Kansas
+$2.98M

Top Sellers

1
PP
Palladium Partners
Virginia
-$12.9M
2
HNB
Huntington National Bank
Ohio
-$7.49M
3
Wells Fargo
Wells Fargo
California
-$6.47M
4
Morgan Stanley
Morgan Stanley
New York
-$4.86M
5
CAI
Capital Advisors Inc
Oklahoma
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
101
Waldron Private Wealth
Pennsylvania
$622K +$622K +20,995 New
BFPW
102
BOK Financial Private Wealth
Colorado
$598K -$5.87K -198 -1%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$590K -$154K -5,197 -21%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$586K +$59 +2 +0%
CPIG
105
Chicago Partners Investment Group
Illinois
$581K +$16.1K +544 +3%
RCAG
106
Rehmann Capital Advisory Group
Michigan
$565K -$56.8K -1,916 -9%
Mariner
107
Mariner
Kansas
$562K +$111K +3,729 +24%
MBT
108
Montecito Bank & Trust
California
$560K – – –
GWM
109
Geneos Wealth Management
Colorado
$553K -$8.41K -284 -1%
AA
110
AlphaMark Advisors
Kentucky
$553K +$105K +3,553 +24%
SAM
111
SignalPoint Asset Management
Missouri
$540K +$1.81K +61 +0.3%
AFP
112
Ausdal Financial Partners
Iowa
$534K +$219K +7,384 +69%
RJT
113
Raymond James Trust
Florida
$532K -$62.5K -2,111 -11%
PWMAG
114
Pinnacle Wealth Management Advisory Group
New Jersey
$530K +$24K +810 +5%
WP
115
WealthSource Partners
California
$527K +$23.3K +787 +5%
JFA
116
JNBA Financial Advisors
Minnesota
$521K +$26.9K +908 +5%
Goldman Sachs
117
Goldman Sachs
New York
$497K -$31.9K -1,074 -6%
WT
118
Whittier Trust
California
$496K – – –
Citadel Advisors
119
Citadel Advisors
Florida
$487K +$487K +16,413 New
PLFAM
120
Pineno Levin & Ford Asset Management
Virginia
$472K -$17.4K -589 -4%
SG
121
StoneX Group
New York
$470K +$48.7K +1,644 +12%
AT
122
Arden Trust
Delaware
$469K -$13.8K -465 -3%
CCM
123
Colorado Capital Management
Colorado
$458K +$3.38K +114 +0.7%
1IA
124
1834 Investment Advisors
Wisconsin
$452K +$4.89K +165 +1%
BF
125
BOK Financial
Oklahoma
$451K -$1.99K -67 -0.4%
3 4
5
6 7