DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

147 hedge funds and large institutions have $441M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+13
Holders Change %
+9.7%
% of All Funds
3.86%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
22
Increased
57
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$11.9M
2
PWAG
Polaris Wealth Advisory Group
California
+$2.19M
3
Wells Fargo
Wells Fargo
California
+$1.25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.04M
5
CCS
Crosspoint Capital Strategies
California
+$1.02M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$9.23M
2
Morgan Stanley
Morgan Stanley
New York
-$7.09M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.98M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.66M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
126
Vantage Investment Advisors
Pennsylvania
$36K +$36K +1,650 New
ASN
127
Advisory Services Network
Georgia
$35K – – –
ACM
128
Argentus Capital Management
Texas
$31K +$5.05K +231 +19%
WA
129
WFG Advisors
Texas
$29K – – –
First Manhattan
130
First Manhattan
New York
$28K – – –
Citigroup
131
Citigroup
New York
$26K -$180K -8,418 -87%
FCCM
132
First City Capital Management
Georgia
$24K – – –
VNA
133
Valley National Advisers
Pennsylvania
$19K +$65 +3 +0.3%
SIM
134
Sonora Investment Management
Arizona
$19K +$19K +900 New
EFSCE
135
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$18K +813 New
MWP
136
MYCIO Wealth Partners
Pennsylvania
$14K +$128 +6 +0.9%
AIA
137
Allegis Investment Advisors
Idaho
$14K +$14K +630 New
TWA
138
TCI Wealth Advisors
Arizona
$10K – – –
DADC
139
D.A. Davidson & Co
Montana
$9K – – –
AFP
140
Ausdal Financial Partners
Iowa
$9K +$9K +393 New
HCM
141
Highlander Capital Management
New Jersey
$8K – – –
CAL
142
Capital Advisors Ltd
Ohio
$8K – – –
WP
143
WealthPLAN Partners
Nebraska
$7.16K +$7.16K +990 New
US Bancorp
144
US Bancorp
Minnesota
$6K – – –
CG
145
Cutler Group
California
$6K +$6K +300 New
AC
146
Alexandria Capital
Virginia
$4K – – –
PG
147
Patten Group
Tennessee
$2.27K – – –
MMA
148
Miracle Mile Advisors
California
– -$843K -40,155 Closed
FG
149
Fiduciary Group
Georgia
– -$295K -14,034 Closed
BUB
150
BBVA USA Bancshares
Texas
– -$200K -9,528 Closed
3 4 5
6
7