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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

251 hedge funds and large institutions have $782M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
33
Increased
106
Reduced
64
Closed
25
Calls
$584K
Puts
–
Net Calls
+$584K
Net Calls Change
+$35K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.4M
2
MWM
Merriman Wealth Management
Washington
+$10.1M
3
Ameriprise
Ameriprise
Minnesota
+$4.66M
4
RJA
Raymond James & Associates
Florida
+$4.1M
5
KeyBank National Association
KeyBank National Association
Ohio
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.96M
3
SAM
Smithbridge Asset Management
Pennsylvania
-$2.83M
4
FAM
Formidable Asset Management
Ohio
-$2.64M
5
M&T Bank
M&T Bank
New York
-$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
101
Guidant Wealth Advisors
Illinois
$803K -$73.1K -2,656 -8%
Invesco
102
Invesco
Georgia
$746K -$29.8K -1,084 -4%
HCM
103
Hengehold Capital Management
Ohio
$741K +$2.51K +91 +0.3%
BF
104
BOK Financial
Oklahoma
$741K +$248K +8,995 +50%
PSG
105
Planning Solutions Group
Maryland
$719K +$65.5K +2,379 +10%
WP
106
WealthPLAN Partners
Nebraska
$711K -$13K -475 -2%
CASB
107
Cape Ann Savings Bank
Massachusetts
$709K – – –
TNBTD
108
Trustmark National Bank Trust Department
Mississippi
$665K +$303K +10,999 +84%
APA
109
American Portfolios Advisors
New York
$661K +$33.4K +1,212 +5%
FFA
110
Fragasso Financial Advisors
Pennsylvania
$661K -$53.3K -1,935 -7%
AA
111
AlphaMark Advisors
Kentucky
$632K -$9.61K -349 -1%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$610K +$18.5K +672 +3%
BSW
113
Buckingham Strategic Wealth
Missouri
$602K – – –
WIA
114
Wealthstreet Investment Advisors
Texas
$586K +$16.6K +602 +3%
SAM
115
SignalPoint Asset Management
Missouri
$584K -$511K -18,562 -47%
Mariner
116
Mariner
Kansas
$584K +$37K +1,343 +7%
HW
117
Hancock Whitney
Mississippi
$575K +$129K +4,681 +29%
FAIM
118
Financial Advocates Investment Management
Washington
$559K -$70.2K -2,547 -11%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$549K -$29K -1,053 -5%
JPMPWA
120
J.P. Morgan Private Wealth Advisors
California
$548K +$193 +7 +0%
SG
121
StoneX Group
New York
$546K +$90.9K +3,302 +20%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$545K +$545K +19,807 New
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$545K +$83 +3 +0%
DADC
124
D.A. Davidson & Co
Montana
$544K -$304K -11,056 -36%
JFA
125
JNBA Financial Advisors
Minnesota
$542K -$15.4K -560 -3%
3 4
5
6 7