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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $792M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
86
Reduced
83
Closed
20
Calls
$517K
Puts
$317K
Net Calls
+$200K
Net Calls Change
+$110K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.61M
2
Morgan Stanley
Morgan Stanley
New York
+$3.3M
3
CA
Cetera Advisors
Colorado
+$2.18M
4
KeyBank National Association
KeyBank National Association
Ohio
+$2.15M
5
Creative Planning
Creative Planning
Kansas
+$1.93M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$5.96M
2
AssetMark Inc
AssetMark Inc
California
-$3.73M
3
Wells Fargo
Wells Fargo
California
-$3.62M
4
FAM
Formidable Asset Management
Ohio
-$2.72M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
-$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
101
Moller Wealth Partners
$879K – – –
JFA
102
JNBA Financial Advisors
Minnesota
$861K +$250K +9,121 +41%
CTC
103
Central Trust Company
Missouri
$846K – – –
APA
104
American Portfolios Advisors
New York
$840K +$26.2K +957 +3%
SFG
105
StrategIQ Financial Group
Indiana
$814K -$14.6K -533 -2%
GWA
106
Guidant Wealth Advisors
Illinois
$761K -$35.4K -1,293 -4%
Invesco
107
Invesco
Georgia
$722K -$11K -400 -1%
DADC
108
D.A. Davidson & Co
Montana
$697K +$83K +3,035 +14%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$685K +$685K +25,024 New
BF
110
BOK Financial
Oklahoma
$671K -$107K -3,904 -14%
HA
111
Harborview Advisors
Maine
$646K -$115K -4,205 -15%
AA
112
AlphaMark Advisors
Kentucky
$609K -$13.7K -501 -2%
BSW
113
Buckingham Strategic Wealth
Missouri
$609K +$10.8K +395 +2%
SG
114
StoneX Group
New York
$604K +$47K +1,717 +8%
MBT
115
Montecito Bank & Trust
California
$592K -$46.5K -1,696 -7%
ASN
116
Advisory Services Network
Georgia
$561K – – –
FFA
117
Fragasso Financial Advisors
Pennsylvania
$559K -$10.1K -367 -2%
PWMAG
118
Pinnacle Wealth Management Advisory Group
New Jersey
$558K -$3.42K -125 -0.6%
Mariner
119
Mariner
Kansas
$542K -$44.5K -1,626 -8%
VC
120
Vicus Capital
Pennsylvania
$531K +$14.1K +514 +3%
RJT
121
Raymond James Trust
Florida
$527K -$5.03K -184 -0.9%
IA
122
IFG Advisory
Georgia
$520K +$520K +19,024 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$507K – – –
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$505K +$30.8K +1,125 +6%
GRP
125
Global Retirement Partners
California
$498K -$5.55K -203 -1%
3 4
5
6 7