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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

237 hedge funds and large institutions have $826M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
5.43%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
26
Increased
96
Reduced
70
Closed
22
Calls
$458K
Puts
$779K
Net Calls
-$321K
Net Calls Change
-$760K

Top Buyers

1
FMLI
Fukoku Mutual Life Insurance
Japan
+$8.91M
2
PAG
Private Advisor Group
New Jersey
+$8.71M
3
LPL Financial
LPL Financial
California
+$5.06M
4
Jane Street
Jane Street
New York
+$3.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.44M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$29.9M
2
HNB
Huntington National Bank
Ohio
-$8.38M
3
SIA
Starfire Investment Advisers
Michigan
-$2.51M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
126
Whittier Trust
California
$545K +$48.3K +1,626 +10%
Goldman Sachs
127
Goldman Sachs
New York
$500K +$2.55K +86 +0.5%
SG
128
StoneX Group
New York
$481K +$9.87K +332 +2%
BF
129
BOK Financial
Oklahoma
$480K +$28.1K +944 +6%
PLFAM
130
Pineno Levin & Ford Asset Management
Virginia
$462K -$11.9K -400 -3%
NL
131
NVWM LLC
Pennsylvania
$455K +$305K +10,274 +203%
1IA
132
1834 Investment Advisors
Wisconsin
$454K – – –
SC
133
Scotia Capital
Ontario, Canada
$442K +$208K +7,013 +89%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$432K – – –
AT
135
Arden Trust
Delaware
$431K -$39.1K -1,318 -8%
CCM
136
Colorado Capital Management
Colorado
$421K -$36.7K -1,239 -8%
FHA
137
Flagship Harbor Advisors
Massachusetts
$416K – – –
DWT
138
Dorsey & Whitney Trust
South Dakota
$413K – – –
Northern Trust
139
Northern Trust
Illinois
$399K -$16K -540 -4%
CCM
140
Canal Capital Management
Virginia
$398K -$10.3K -347 -3%
AFP
141
Ausdal Financial Partners
Iowa
$389K -$146K -4,927 -27%
OC
142
Oakworth Capital
Alabama
$387K – – –
MA
143
MCF Advisors
Kentucky
$375K – – –
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$374K +$374K +12,556 New
HW
145
Hancock Whitney
Mississippi
$372K +$372K +12,534 New
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$368K +$10.3K +348 +3%
AWS
147
AJ Wealth Strategies
New York
$366K +$12.7K +429 +4%
TNBTD
148
Trustmark National Bank Trust Department
Mississippi
$365K – – –
Deutsche Bank
149
Deutsche Bank
Germany
$357K +$357K +12,000 New
William Blair & Company
150
William Blair & Company
Illinois
$333K +$15.9K +535 +5%
4 5
6
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