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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

237 hedge funds and large institutions have $826M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
5.43%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
26
Increased
96
Reduced
70
Closed
22
Calls
$458K
Puts
$779K
Net Calls
-$321K
Net Calls Change
-$760K

Top Buyers

1
FMLI
Fukoku Mutual Life Insurance
Japan
+$8.91M
2
PAG
Private Advisor Group
New Jersey
+$8.71M
3
LPL Financial
LPL Financial
California
+$5.06M
4
Jane Street
Jane Street
New York
+$3.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.44M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$29.9M
2
HNB
Huntington National Bank
Ohio
-$8.38M
3
SIA
Starfire Investment Advisers
Michigan
-$2.51M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
101
AlphaMark Advisors
Kentucky
$783K +$229K +7,702 +41%
APA
102
American Portfolios Advisors
New York
$780K -$8.32K -280 -1%
CASB
103
Cape Ann Savings Bank
Massachusetts
$772K -$5.94K -200 -0.8%
CA
104
Cetera Advisors
Colorado
$734K +$414K +13,952 +130%
MBT
105
Montecito Bank & Trust
California
$731K +$170K +5,705 +30%
ONST
106
Old North State Trust
North Carolina
$719K +$719K +24,223 New
AF
107
Advisornet Financial
Minnesota
$710K -$175K -5,885 -20%
SWP
108
Stratos Wealth Partners
Ohio
$709K +$78.4K +2,638 +12%
FAIM
109
Financial Advocates Investment Management
Washington
$699K -$14.2K -479 -2%
FFA
110
Fragasso Financial Advisors
Pennsylvania
$659K -$4.46K -160 -0.7%
BSW
111
Buckingham Strategic Wealth
Missouri
$649K +$258K +8,679 +66%
WP
112
WealthSource Partners
California
$647K +$119K +4,000 +22%
TF
113
TIAA FSB
Florida
$640K -$8.02K -270 -1%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$621K +$31.2K +1,050 +5%
BTS
115
BB&T Securities
Virginia
$607K -$19.3K -648 -3%
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$607K +$607K +20,420 New
BFPW
117
BOK Financial Private Wealth
Colorado
$599K – – –
Renaissance Technologies
118
Renaissance Technologies
New York
$591K +$591K +19,900 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$588K +$149 +5 +0%
RCAG
120
Rehmann Capital Advisory Group
Michigan
$588K +$22K +742 +4%
Mariner
121
Mariner
Kansas
$584K +$21.2K +713 +4%
RJT
122
Raymond James Trust
Florida
$571K +$37.6K +1,266 +7%
SAM
123
SignalPoint Asset Management
Missouri
$558K +$16.9K +568 +3%
GWM
124
Geneos Wealth Management
Colorado
$553K -$1.01K -34 -0.2%
PWMAG
125
Pinnacle Wealth Management Advisory Group
New Jersey
$550K +$19.3K +650 +4%
3 4
5
6 7