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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

134 hedge funds and large institutions have $485M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
3.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
21
Increased
66
Reduced
29
Closed
15
Calls
–
Puts
$1.58M
Net Calls
-$1.58M
Net Calls Change
+$561K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$20.6M
2
UBS Group
UBS Group
Switzerland
+$14.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.2M
5
PFM
Parsec Financial Management
North Carolina
+$3.81M

Top Sellers

1
BTS
BB&T Securities
Virginia
-$5.61M
2
CA
Cumberland Advisors
Florida
-$4.02M
3
Jane Street
Jane Street
New York
-$3.33M
4
BUB
BBVA USA Bancshares
Texas
-$1.96M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
126
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K +$12K +504 New
DADC
127
D.A. Davidson & Co
Montana
$10K -$12.4K -558 -55%
HCM
128
Highlander Capital Management
New Jersey
$9K – – –
US Bancorp
129
US Bancorp
Minnesota
$7K – – –
OSNBOA
130
Old Second National Bank of Aurora
Illinois
$7K +$7K +300 New
VC
131
Vicus Capital
Pennsylvania
$6.32K +$279 +11,604 +5%
AC
132
Alexandria Capital
Virginia
$4K +$75 +3 +2%
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37 +$37 +1,536 New
CA
134
Cumberland Advisors
Florida
– -$4.02M -169,920 Closed
Citadel Advisors
135
Citadel Advisors
Florida
– -$1.43M -60,579 Closed
Deutsche Bank
136
Deutsche Bank
Germany
– -$729K -30,852 Closed
CWM
137
Concert Wealth Management
California
– -$598K -25,335 Closed
KFP
138
Keystone Financial Planning
Ohio
– -$483K -20,430 Closed
VC
139
Vestor Capital
Illinois
– -$397K -16,800 Closed
GW
140
GW & Wade
Massachusetts
– -$341K -14,430 Closed
HC
141
HHG & Company
Connecticut
– -$256K -10,824 Closed
IPC
142
Independent Portfolio Consultants
Florida
– -$200K -8,475 Closed
BRWA
143
B. Riley Wealth Advisors
Florida
– -$139 -5,880 Closed
RMAM
144
Raab & Moskowitz Asset Management
New Jersey
– -$15K -636 Closed
RC
145
RegentAtlantic Capital
New Jersey
– -$12.1K -513 Closed
AFIA
146
America First Investment Advisors
Nebraska
– -$7K -294 Closed
VIA
147
Vantage Investment Advisors
Pennsylvania
– -$5K -207 Closed
PG
148
Patten Group
Tennessee
– -$2K -105 Closed
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