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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

244 hedge funds and large institutions have $659M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
5.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
41
Increased
81
Reduced
86
Closed
31
Calls
$549K
Puts
–
Net Calls
+$549K
Net Calls Change
+$870K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.09M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.96M
3
KeyBank National Association
KeyBank National Association
Ohio
+$2.5M
4
LPL Financial
LPL Financial
California
+$1.95M
5
NB
NBT Bank
New York
+$1.37M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$9.38M
2
Bank of America
Bank of America
North Carolina
-$6.3M
3
CWM
Cornerstone Wealth Management
Missouri
-$6.17M
4
PAG
Private Advisor Group
New Jersey
-$5.9M
5
Morgan Stanley
Morgan Stanley
New York
-$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
101
WealthPLAN Partners
Nebraska
$747K -$197K -6,955 -21%
CASB
102
Cape Ann Savings Bank
Massachusetts
$717K -$6.96K -250 -1%
CA
103
Cetera Advisors
Colorado
$697K +$88.4K +3,589 +15%
HA
104
Harborview Advisors
Maine
$692K -$59K -2,407 -8%
Invesco
105
Invesco
Georgia
$691K -$63.3K -2,580 -8%
HCM
106
Hengehold Capital Management
Ohio
$658K -$12.3K -502 -2%
FFA
107
Fragasso Financial Advisors
Pennsylvania
$636K +$56.1K +2,288 +10%
SWP
108
Stratos Wealth Partners
Ohio
$582K -$3.83K -156 -0.7%
PSG
109
Planning Solutions Group
Maryland
$582K +$582K +23,736 New
ONST
110
Old North State Trust
North Carolina
$581K -$12.6K -516 -2%
AA
111
AlphaMark Advisors
Kentucky
$571K -$75.4K -3,074 -12%
PA
112
Pinnacle Associates
New York
$569K -$256K -10,451 -31%
FAIM
113
Financial Advocates Investment Management
Washington
$560K -$17.4K -708 -3%
APA
114
American Portfolios Advisors
New York
$559K -$84.9K -3,460 -13%
WIA
115
Wealthstreet Investment Advisors
Texas
$558K -$339K -12,574 -38%
AI
116
Atria Investments
North Carolina
$544K +$331K +13,503 +155%
FWCM
117
Ferguson Wellman Capital Management
Oregon
$542K +$542K +22,076 New
BSW
118
Buckingham Strategic Wealth
Missouri
$536K – – –
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$526K -$410K -16,739 -44%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$515K +$2.21K +90 +0.4%
JFA
121
JNBA Financial Advisors
Minnesota
$496K +$496K +20,227 New
BFPW
122
BOK Financial Private Wealth
Colorado
$495K – – –
JPMPWA
123
J.P. Morgan Private Wealth Advisors
California
$488K -$13.1K -534 -3%
Mariner
124
Mariner
Kansas
$487K +$4.73K +193 +1%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$485K +$147 +6 +0%
3 4
5
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