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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

189 hedge funds and large institutions have $697M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
4.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.17%
New
32
Increased
82
Reduced
47
Closed
16
Calls
$1.79M
Puts
$873K
Net Calls
+$917K
Net Calls Change
+$1.76M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.16M
2
Bank of America
Bank of America
North Carolina
+$4.05M
3
SB
Simmons Bank
Arkansas
+$3.46M
4
Wells Fargo
Wells Fargo
California
+$3.43M
5
Morgan Stanley
Morgan Stanley
New York
+$3.42M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
-$20.5M
2
FIG
FundX Investment Group
California
-$15.3M
3
HNB
Huntington National Bank
Ohio
-$9.47M
4
PCM
Pointe Capital Management
Michigan
-$9.01M
5
GIM
Guild Investment Management
California
-$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
126
Trustmark National Bank Trust Department
Mississippi
$348K +$36.3K +1,350 +12%
HIC
127
Holderness Investments Company
North Carolina
$346K +$346K +12,879 New
PAG
128
Pinnacle Advisory Group
Maryland
$337K +$337K +12,522 New
JPMorgan Chase & Co
129
JPMorgan Chase & Co
New York
$330K -$386K -14,358 -54%
FNBT
130
FineMark National Bank & Trust
Florida
$315K +$11.6K +432 +4%
OC
131
Oarsman Capital
Wisconsin
$314K -$19K -708 -6%
LPT
132
Legacy Private Trust
Wisconsin
$312K +$312K +11,625 New
WKWM
133
Walter & Keenan Wealth Management
Indiana
$306K – – –
EWM
134
Evermay Wealth Management
Virginia
$306K – – –
TW
135
Transform Wealth
Colorado
$291K -$32.3K -1,200 -10%
MHS
136
M Holdings Securities
Oregon
$276K +$57.5K +2,142 +26%
Jane Street
137
Jane Street
New York
$268K -$2.16M -80,238 -89%
PWMAG
138
Pinnacle Wealth Management Advisory Group
New Jersey
$268K +$268K +9,990 New
LNC
139
Lincoln National Corp
Pennsylvania
$266K +$266K +9,894 New
HCA
140
Harbour Capital Advisors
Virginia
$256K – – –
WB
141
WesBanco Bank
West Virginia
$245K +$245K +9,111 New
FFW
142
Fusion Family Wealth
New York
$238K -$152K -5,637 -39%
BW
143
Bison Wealth
Georgia
$236K -$24.2K -903 -9%
SC
144
Scotia Capital
Ontario, Canada
$232K – – –
NPC
145
National Planning Corporation
California
$230K -$7.1K -267 -3%
AIP
146
Ahrens Investment Partners
Louisiana
$221K -$4.35K -162 -2%
GLA
147
Good Life Advisors
Pennsylvania
$218K +$11.8K +450 +6%
Brown Advisory
148
Brown Advisory
Maryland
$216K – – –
IAA
149
Independent Advisor Alliance
North Carolina
$213K +$213K +8,121 New
WPP
150
Whalerock Point Partners
Rhode Island
$212K – – –
4 5
6
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