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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

263 hedge funds and large institutions have $532M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-29
Holders Change %
-9.93%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
30
Increased
75
Reduced
118
Closed
53
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$330K

Top Buyers

1
M&T Bank
M&T Bank
New York
+$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.6M
3
AssetMark Inc
AssetMark Inc
California
+$4.51M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.79M
5
Creative Planning
Creative Planning
Kansas
+$3.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CWM
Connecticut Wealth Management
Connecticut
-$7.7M
3
HNB
Huntington National Bank
Ohio
-$5.61M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$4.99M
5
SHA
Seneca House Advisors
Virginia
-$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
101
Legacy Private Trust
Wisconsin
$605K -$206K -11,443 -25%
APW
102
Austin Private Wealth
Texas
$596K +$117K +6,511 +24%
DWM
103
Dakota Wealth Management
Florida
$587K -$20.3K -1,123 -3%
MWP
104
Moller Wealth Partners
$576K -$55.2K -3,062 -9%
AF
105
Apexium Financial
Texas
$575K +$175K +9,711 +44%
WP
106
WealthPLAN Partners
Nebraska
$568K -$131K -7,219 -19%
CAC
107
Certified Advisory Corp
Florida
$547K +$16.7K +927 +3%
ATPW
108
Ashton Thomas Private Wealth
Arizona
$523K -$288K -16,000 -36%
IWP
109
IAG Wealth Partners
Wisconsin
$521K +$521K +28,908 New
GFS
110
GYL Financial Synergies
Connecticut
$515K -$263K -14,580 -34%
FIM
111
Freedom Investment Management
Connecticut
$509K +$509K +18,623 New
SFG
112
StrategIQ Financial Group
Indiana
$507K +$126 +7 +0%
BF
113
BOK Financial
Oklahoma
$507K +$37.6K +2,085 +8%
CAN
114
Cetera Advisor Networks
California
$504K -$91.8K -5,091 -15%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$496K +$164K +9,100 +49%
TNBTD
116
Trustmark National Bank Trust Department
Mississippi
$490K -$90.6K -5,028 -16%
FCA
117
FinTrust Capital Advisors
South Carolina
$479K +$145K +8,028 +43%
Invesco
118
Invesco
Georgia
$474K +$3.21K +178 +0.7%
OIA
119
Optimum Investment Advisors
Illinois
$465K -$486K -26,961 -51%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$460K -$309K -17,171 -40%
B
121
Brightworth
Georgia
$455K +$455K +25,249 New
BA
122
Bristlecone Advisors
Washington
$437K +$437K +24,237 New
EWA
123
EP Wealth Advisors
California
$420K +$102K +5,652 +32%
FAAS
124
First Allied Advisory Services
California
$405K +$155K +8,607 +62%
HA
125
Harborview Advisors
Maine
$404K +$19K +1,055 +5%
3 4
5
6 7