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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

292 hedge funds and large institutions have $867M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+46
Holders Change %
+18.7%
% of All Funds
5.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
59
Increased
97
Reduced
84
Closed
9
Calls
$525K
Puts
$206K
Net Calls
+$319K
Net Calls Change
+$119K

Top Buyers

1
BFPW
BOK Financial Private Wealth
Colorado
+$6.4M
2
LPL Financial
LPL Financial
California
+$3.75M
3
Creative Planning
Creative Planning
Kansas
+$3.29M
4
Morgan Stanley
Morgan Stanley
New York
+$2.74M
5
AAS
Avantax Advisory Services
Texas
+$1.91M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$12.4M
2
HNB
Huntington National Bank
Ohio
-$5.47M
3
Bank of America
Bank of America
North Carolina
-$2.55M
4
PFM
Parsec Financial Management
North Carolina
-$2.41M
5
PP
Palladium Partners
Virginia
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$1.23M +$46.1K +1,606 +4%
PA
102
Pinnacle Associates
New York
$1.22M +$122K +4,237 +11%
WB
103
WesBanco Bank
West Virginia
$1.22M -$12.4K -432 -1%
HIS
104
Harvest Investment Services
Illinois
$1.22M -$322K -11,231 -21%
Jane Street
105
Jane Street
New York
$1.18M +$746K +25,999 +172%
APCM
106
Alaska Permanent Capital Management
Alaska
$1.17M +$1.17M +40,745 New
WP
107
WealthPLAN Partners
Nebraska
$1.07M -$1.36K -49 -0.1%
BPWA
108
Beacon Pointe Wealth Advisors
California
$1.07M -$204K -7,106 -16%
IWA
109
Intercontinental Wealth Advisors
Texas
$1.06M -$815K -29,310 -43%
MWP
110
Moller Wealth Partners
$1M +$82.7K +2,885 +9%
Brown Advisory
111
Brown Advisory
Maryland
$1M +$1M +34,887 New
WB
112
West Bancorporation
Iowa
$989K +$989K +34,483 New
DWM
113
Dakota Wealth Management
Florida
$966K -$6.66K -232 -0.7%
CAN
114
Cetera Advisor Networks
California
$948K -$103K -3,589 -10%
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$925K -$108K -3,750 -10%
CTC
116
Central Trust Company
Missouri
$887K – – –
APA
117
American Portfolios Advisors
New York
$878K -$1.78K -62 -0.2%
JFA
118
Johanson Financial Advisors
California
$868K +$868K +24,894 New
CAC
119
Certified Advisory Corp
Florida
$844K +$448K +15,629 +113%
JWCA
120
J.W. Cole Advisors
Florida
$843K +$843K +29,400 New
SFG
121
StrategIQ Financial Group
Indiana
$807K -$45.3K -1,580 -5%
APW
122
Austin Private Wealth
Texas
$762K +$762K +26,581 New
Invesco
123
Invesco
Georgia
$750K -$6.63K -231 -0.9%
BF
124
BOK Financial
Oklahoma
$747K +$43.7K +1,525 +6%
SG
125
StoneX Group
New York
$646K +$13K +454 +2%
3 4
5
6 7