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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

147 hedge funds and large institutions have $507M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.93%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
22
Increased
63
Reduced
42
Closed
16
Calls
$1.41M
Puts
$1.61M
Net Calls
-$207K
Net Calls Change
+$638K

Top Buyers

1
FIG
FundX Investment Group
California
+$14.2M
2
Jane Street
Jane Street
New York
+$5.23M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.04M
4
LYV
Live Your Vision
Pennsylvania
+$4.39M
5
Morgan Stanley
Morgan Stanley
New York
+$4.14M

Top Sellers

1
LPL Financial
LPL Financial
California
-$12.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$4.26M
3
IA
IFP Advisors
Florida
-$4.22M
4
HNB
Huntington National Bank
Ohio
-$2.75M
5
VFS
VSR Financial Services
Kansas
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
126
Synovus Financial
Georgia
$76K +$36.2K +1,500 +91%
SIG
127
Stanford Investment Group
California
$72K – – –
WAM
128
Wealthspire Advisors (Maryland)
Maryland
$72K – – –
AA
129
Advisory Alpha
Michigan
$69K -$4.03K -168 -6%
CPIG
130
Chicago Partners Investment Group
Illinois
$55K – – –
SBL
131
Sargent Bickham Lagudis
Colorado
$43K – – –
PWM
132
Perigon Wealth Management
California
$39K +$39K +1,644 New
WA
133
WFG Advisors
Texas
$29K -$124K -5,175 -81%
Citigroup
134
Citigroup
New York
$29K -$6.44K -270 -18%
US Bancorp
135
US Bancorp
Minnesota
$29K +$2.86K +120 +11%
ACM
136
Argentus Capital Management
Texas
$28K -$218K -9,222 -89%
TWA
137
TCI Wealth Advisors
Arizona
$28K – – –
First Manhattan
138
First Manhattan
New York
$26K – – –
VNA
139
Valley National Advisers
Pennsylvania
$21K +$72 +3 +0.3%
EFSCE
140
Enterprise Financial Services Corp (EFSC)
Missouri
$16K – – –
MWP
141
MYCIO Wealth Partners
Pennsylvania
$16K +$145 +6 +0.9%
DADC
142
D.A. Davidson & Co
Montana
$10K – – –
PVH
143
Psagot Value Holdings
Israel
$10K +$10K +420 New
CAL
144
Capital Advisors Ltd
Ohio
$9K -$30.9K -1,278 -77%
HCM
145
Highlander Capital Management
New Jersey
$9K – – –
WP
146
WealthPLAN Partners
Nebraska
$7.89K +$7.89K +660 New
AC
147
Alexandria Capital
Virginia
$4K +$73 +3 +2%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
– -$4.26M -185,739 Closed
VFS
149
VSR Financial Services
Kansas
– -$1.29M -56,136 Closed
Bank of New York Mellon
150
Bank of New York Mellon
New York
– -$1.16M -50,577 Closed
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