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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $790M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-5
Holders Change %
-1.99%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
21
Increased
97
Reduced
79
Closed
22
Calls
$407K
Puts
$317K
Net Calls
+$90K
Net Calls Change
-$494K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$16.1M
2
Bank of America
Bank of America
North Carolina
+$8.15M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.08M
5
FAM
Formidable Asset Management
Ohio
+$2.72M

Top Sellers

1
LPL Financial
LPL Financial
California
-$14.6M
2
MWM
Merriman Wealth Management
Washington
-$10.1M
3
HNB
Huntington National Bank
Ohio
-$7.93M
4
JPLA
Joseph P. Lucia & Associates
New York
-$6.16M
5
GFPC
Global Financial Private Capital
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
101
American Portfolios Advisors
New York
$806K +$155K +5,707 +24%
GWA
102
Guidant Wealth Advisors
Illinois
$788K -$2.28K -84 -0.3%
WP
103
WealthPLAN Partners
Nebraska
$787K +$113K +4,336 +17%
BF
104
BOK Financial
Oklahoma
$770K +$41.2K +1,521 +6%
HA
105
Harborview Advisors
Maine
$754K -$90.4K -3,336 -11%
HCM
106
Hengehold Capital Management
Ohio
$727K -$2.22K -82 -0.3%
Invesco
107
Invesco
Georgia
$726K -$8.92K -329 -1%
PSG
108
Planning Solutions Group
Maryland
$703K -$4.83K -178 -0.7%
CASB
109
Cape Ann Savings Bank
Massachusetts
$655K -$43K -1,585 -6%
MBT
110
Montecito Bank & Trust
California
$632K -$800K -29,520 -56%
AA
111
AlphaMark Advisors
Kentucky
$617K -$5.37K -198 -0.9%
DADC
112
D.A. Davidson & Co
Montana
$608K +$72.6K +2,679 +14%
JFA
113
JNBA Financial Advisors
Minnesota
$606K +$72.4K +2,668 +14%
BSW
114
Buckingham Strategic Wealth
Missouri
$592K +$190 +7 +0%
Mariner
115
Mariner
Kansas
$581K +$6.21K +229 +1%
FFA
116
Fragasso Financial Advisors
Pennsylvania
$563K -$87.5K -3,231 -13%
ASN
117
Advisory Services Network
Georgia
$561K +$428K +15,782 +321%
PWMAG
118
Pinnacle Wealth Management Advisory Group
New Jersey
$556K +$85.4K +3,150 +18%
SG
119
StoneX Group
New York
$552K +$14K +515 +3%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$548K +$241K +8,895 +79%
PFO
121
Pathstone Family Office
New Jersey
$532K +$81.2K +3,000 +18%
RJT
122
Raymond James Trust
Florida
$527K +$38.5K +1,421 +8%
RCAG
123
Rehmann Capital Advisory Group
Michigan
$525K -$11.5K -424 -2%
WIA
124
Wealthstreet Investment Advisors
Texas
$520K -$57.2K -2,109 -10%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$513K -$79.2K -2,960 -13%
3 4
5
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