DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

235 hedge funds and large institutions have $784M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
25
Increased
91
Reduced
75
Closed
21
Calls
$655K
Puts
$216K
Net Calls
+$439K
Net Calls Change
-$257K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12.1M
2
DWM
Destination Wealth Management
California
+$8.34M
3
SWM
SVA Wealth Management
Wisconsin
+$4.5M
4
SMG
Smart Money Group
Texas
+$3.56M
5
FCI
Financial Counselors Inc
Kansas
+$2.98M

Top Sellers

1
PP
Palladium Partners
Virginia
-$12.9M
2
HNB
Huntington National Bank
Ohio
-$7.49M
3
Wells Fargo
Wells Fargo
California
-$6.47M
4
Morgan Stanley
Morgan Stanley
New York
-$4.86M
5
CAI
Capital Advisors Inc
Oklahoma
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
126
FineMark National Bank & Trust
Florida
$431K – – –
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$431K +$3.71K +125 +0.9%
PAG
128
Private Advisor Group
New Jersey
$427K -$791K -26,538 -65%
FHA
129
Flagship Harbor Advisors
Massachusetts
$419K +$6.48K +219 +2%
Northern Trust
130
Northern Trust
Illinois
$415K -$16.1K -542 -4%
DWT
131
Dorsey & Whitney Trust
South Dakota
$412K – – –
CCM
132
Canal Capital Management
Virginia
$407K -$3.11K -105 -0.8%
BSW
133
Buckingham Strategic Wealth
Missouri
$390K +$390K +13,164 New
OC
134
Oakworth Capital
Alabama
$386K – – –
MA
135
MCF Advisors
Kentucky
$374K +$92.9K +3,132 +33%
TNBTD
136
Trustmark National Bank Trust Department
Mississippi
$364K – – –
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$357K +$314K +10,583 +730%
CONA
138
Capital One National Association
New York
$352K -$5.01K -169 -1%
AWS
139
AJ Wealth Strategies
New York
$352K +$46.7K +1,577 +15%
SPIA
140
Steward Partners Investment Advisory
New York
$338K +$246K +8,295 +268%
LNC
141
Lincoln National Corp
Pennsylvania
$323K -$2.28K -77 -0.7%
CA
142
Cetera Advisors
Colorado
$320K -$13.7K -460 -4%
William Blair & Company
143
William Blair & Company
Illinois
$316K +$119 +4 +0%
LFAS
144
Level Four Advisory Services
Texas
$315K -$8.47K -285 -3%
PSF
145
Pacific Sun Financial
California
$315K – – –
MWP
146
Moller Wealth Partners
$308K -$33.6K -1,133 -10%
FAAS
147
First Allied Advisory Services
California
$300K -$347K -11,722 -54%
WKWM
148
Walter & Keenan Wealth Management
Indiana
$297K – – –
FANJ
149
Financial Architects (New Jersey)
New Jersey
$285K -$16.8K -566 -6%
DAS
150
Dynamic Advisor Solutions
Arizona
$283K +$283K +9,552 New
4 5
6
7 8