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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

241 hedge funds and large institutions have $575M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-22
Holders Change %
-8.37%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
70
Reduced
115
Closed
38
Calls
$239K
Puts
$6K
Net Calls
+$233K
Net Calls Change
+$244K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.8M
2
PPW
Parcion Private Wealth
Washington
+$2.98M
3
M&T Bank
M&T Bank
New York
+$2.97M
4
HA
HC Advisors
Georgia
+$2.64M
5
PPP
Private Portfolio Partners
New Jersey
+$1.82M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$20.5M
2
Bank of America
Bank of America
North Carolina
-$15.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.81M
4
Morgan Stanley
Morgan Stanley
New York
-$4.95M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$695K -$702K -33,762 -50%
DWM
102
Dakota Wealth Management
Florida
$682K -$7.05K -333 -1%
WSTAM
103
Wilbanks Smith & Thomas Asset Management
Virginia
$654K -$323K -15,273 -33%
VC
104
Vicus Capital
Pennsylvania
$630K +$163K +7,699 +35%
GFS
105
GYL Financial Synergies
Connecticut
$605K +$635 +30 +0.1%
CAN
106
Cetera Advisor Networks
California
$593K +$742 +35 +0.1%
PAS
107
Park Avenue Securities
New York
$569K +$569K +26,872 New
LPT
108
Legacy Private Trust
Wisconsin
$556K -$154K -7,294 -22%
FAAS
109
First Allied Advisory Services
California
$556K +$79.8K +3,772 +17%
Invesco
110
Invesco
Georgia
$537K -$20.3K -958 -4%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$532K -$8.66K -409 -2%
FCA
112
FinTrust Capital Advisors
South Carolina
$527K -$35.6K -1,682 -6%
HA
113
Harborview Advisors
Maine
$525K +$50.4K +2,380 +11%
TNBTD
114
Trustmark National Bank Trust Department
Mississippi
$500K -$75.7K -3,578 -13%
SFG
115
StrategIQ Financial Group
Indiana
$496K -$100K -4,730 -17%
EWA
116
EP Wealth Advisors
California
$493K -$420K -23,284 Closed
CAC
117
Certified Advisory Corp
Florida
$492K -$151K -7,116 -23%
OC
118
Oppenheimer & Co
New York
$484K +$14.8K +698 +3%
HIS
119
Harvest Investment Services
Illinois
$482K +$39.7K +1,874 +9%
WKWM
120
Walter & Keenan Wealth Management
Indiana
$474K +$474K +22,400 New
1IA
121
1834 Investment Advisors
Wisconsin
$454K +$137K +6,454 +43%
FIM
122
Freedom Investment Management
Connecticut
$450K +$55.6K +2,626 +14%
ATPW
123
Ashton Thomas Private Wealth
Arizona
$443K -$171K -8,097 -28%
BCMO
124
Buckingham Capital Management (Ohio)
Ohio
$443K +$5.95K +281 +1%
HHGA
125
Halbert Hargrove Global Advisors
California
$437K +$33.1K +1,563 +8%
3 4
5
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