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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

244 hedge funds and large institutions have $659M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
5.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
41
Increased
81
Reduced
86
Closed
31
Calls
$549K
Puts
–
Net Calls
+$549K
Net Calls Change
+$870K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.09M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.96M
3
KeyBank National Association
KeyBank National Association
Ohio
+$2.5M
4
LPL Financial
LPL Financial
California
+$1.95M
5
NB
NBT Bank
New York
+$1.37M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$9.38M
2
Bank of America
Bank of America
North Carolina
-$6.3M
3
CWM
Cornerstone Wealth Management
Missouri
-$6.17M
4
PAG
Private Advisor Group
New Jersey
-$5.9M
5
Morgan Stanley
Morgan Stanley
New York
-$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Advisornet Financial
Minnesota
$468K -$118K -4,807 -20%
GWM
127
Geneos Wealth Management
Colorado
$447K -$7.81K -320 -2%
RJT
128
Raymond James Trust
Florida
$444K -$27.6K -1,125 -6%
BF
129
BOK Financial
Oklahoma
$440K +$43.3K +1,763 +11%
SFS
130
Sowell Financial Services
Arkansas
$414K +$414K +16,884 New
Goldman Sachs
131
Goldman Sachs
New York
$411K -$1.86K -76 -0.5%
SG
132
StoneX Group
New York
$406K +$8.57K +349 +2%
PLFAM
133
Pineno Levin & Ford Asset Management
Virginia
$399K +$18.4K +750 +5%
HW
134
Hancock Whitney
Mississippi
$397K +$89.6K +3,654 +29%
TF
135
TIAA FSB
Florida
$396K -$132K -5,397 -25%
1IA
136
1834 Investment Advisors
Wisconsin
$394K +$19.7K +801 +5%
SC
137
Scotia Capital
Ontario, Canada
$382K +$16.9K +689 +5%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$376K +$19K +775 +5%
WP
139
WealthSource Partners
California
$368K -$167K -6,800 -31%
BTS
140
BB&T Securities
Virginia
$367K -$134K -5,457 -27%
FHA
141
Flagship Harbor Advisors
Massachusetts
$356K +$9.36K +382 +3%
WT
142
Whittier Trust
California
$353K -$97.2K -3,963 -22%
DWT
143
Dorsey & Whitney Trust
South Dakota
$341K – – –
TNBTD
144
Trustmark National Bank Trust Department
Mississippi
$323K +$21.6K +880 +7%
OC
145
Oakworth Capital
Alabama
$319K – – –
CCM
146
Canal Capital Management
Virginia
$307K -$21.9K -891 -7%
LPWM
147
Lake Point Wealth Management
Texas
$304K +$304K +12,385 New
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$297K -$6.92K -282 -2%
NFG
149
Next Financial Group
Texas
$297K +$256K +10,448 +623%
WWM
150
Western Wealth Management
Colorado
$292K +$292K +11,871 New
4 5
6
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