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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

233 hedge funds and large institutions have $732M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+7
Holders Change %
+3.1%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
27
Increased
92
Reduced
75
Closed
17
Calls
$912K
Puts
$216K
Net Calls
+$696K
Net Calls Change
+$249K

Top Buyers

1
SIA
Starfire Investment Advisers
Michigan
+$8.95M
2
LPL Financial
LPL Financial
California
+$3.69M
3
CRC
Curi RMB Capital
Illinois
+$2.94M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.37M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.26M

Top Sellers

1
DWM
Destination Wealth Management
California
-$30.4M
2
SWM
SVA Wealth Management
Wisconsin
-$13.8M
3
Bank of America
Bank of America
North Carolina
-$13.2M
4
HNB
Huntington National Bank
Ohio
-$8.64M
5
Morgan Stanley
Morgan Stanley
New York
-$7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
126
StoneX Group
New York
$389K +$108K +3,956 +39%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$387K -$63.2K -2,355 -14%
DWT
128
Dorsey & Whitney Trust
South Dakota
$380K – – –
CCM
129
Canal Capital Management
Virginia
$379K -$54.4K -1,988 -13%
FHA
130
Flagship Harbor Advisors
Massachusetts
$376K – – –
OC
131
Oakworth Capital
Alabama
$364K – – –
CF
132
Centaurus Financial
California
$362K +$28.4K +1,035 +8%
Renaissance Technologies
133
Renaissance Technologies
New York
$348K +$348K +12,700 New
TNBTD
134
Trustmark National Bank Trust Department
Mississippi
$336K +$14.8K +540 +5%
CWM
135
Cornerstone Wealth Management
Missouri
$335K -$9.98K -371 -3%
IAA
136
Ironsides Asset Advisors
North Carolina
$332K – – –
CONA
137
Capital One National Association
New York
$330K -$10.2K -372 -3%
MWP
138
Moller Wealth Partners
$316K -$271K -9,876 -46%
CA
139
Cetera Advisors
Colorado
$306K +$306K +11,227 New
LNC
140
Lincoln National Corp
Pennsylvania
$301K -$329K -11,993 -52%
LFAS
141
Level Four Advisory Services
Texas
$298K -$520K -19,012 -64%
William Blair & Company
142
William Blair & Company
Illinois
$292K +$25.2K +920 +9%
AFP
143
Ausdal Financial Partners
Iowa
$291K -$512K -18,709 -64%
PSF
144
Pacific Sun Financial
California
$289K +$289K +10,560 New
AWS
145
AJ Wealth Strategies
New York
$283K -$1.01M -36,971 -78%
TW
146
Transform Wealth
Colorado
$279K – – –
FANJ
147
Financial Architects (New Jersey)
New Jersey
$279K +$49.6K +1,808 +22%
WKWM
148
Walter & Keenan Wealth Management
Indiana
$274K +$27.4K +1,000 +11%
EWM
149
Evermay Wealth Management
Virginia
$272K -$14.3K -520 -5%
FAIM
150
Financial Advocates Investment Management
Washington
$267K -$84.1K -3,070 -24%
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