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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

251 hedge funds and large institutions have $782M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
33
Increased
106
Reduced
64
Closed
25
Calls
$584K
Puts
–
Net Calls
+$584K
Net Calls Change
+$35K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.4M
2
MWM
Merriman Wealth Management
Washington
+$10.1M
3
Ameriprise
Ameriprise
Minnesota
+$4.66M
4
RJA
Raymond James & Associates
Florida
+$4.1M
5
KeyBank National Association
KeyBank National Association
Ohio
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.96M
3
SAM
Smithbridge Asset Management
Pennsylvania
-$2.83M
4
FAM
Formidable Asset Management
Ohio
-$2.64M
5
M&T Bank
M&T Bank
New York
-$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
126
Ferguson Wellman Capital Management
Oregon
$534K -$73.7K -2,676 -12%
RJT
127
Raymond James Trust
Florida
$497K -$1.93K -70 -0.4%
GWM
128
Geneos Wealth Management
Colorado
$485K -$19.3K -700 -4%
CL
129
CPWM LLC
Washington
$485K +$485K +17,605 New
PWMAG
130
Pinnacle Wealth Management Advisory Group
New Jersey
$478K +$216K +7,840 +82%
AF
131
Advisornet Financial
Minnesota
$477K -$47.9K -1,741 -9%
Goldman Sachs
132
Goldman Sachs
New York
$463K +$937 +34 +0.2%
PFO
133
Pathstone Family Office
New Jersey
$459K +$459K +16,650 New
BFPW
134
BOK Financial Private Wealth
Colorado
$453K -$103K -3,733 -19%
FHA
135
Flagship Harbor Advisors
Massachusetts
$446K +$46.5K +1,692 +12%
1IA
136
1834 Investment Advisors
Wisconsin
$445K +$2.86K +104 +0.6%
PLFAM
137
Pineno Levin & Ford Asset Management
Virginia
$440K -$8.4K -305 -2%
BTS
138
BB&T Securities
Virginia
$437K +$24.7K +898 +6%
SFS
139
Sowell Financial Services
Arkansas
$432K -$33.5K -1,214 -7%
SC
140
Scotia Capital
Ontario, Canada
$429K – – –
WP
141
WealthSource Partners
California
$413K – – –
WT
142
Whittier Trust
California
$396K – – –
VC
143
Vicus Capital
Pennsylvania
$386K +$141K +5,111 +57%
TF
144
TIAA FSB
Florida
$385K -$59.9K -2,172 -13%
DWT
145
Dorsey & Whitney Trust
South Dakota
$383K – – –
William Blair & Company
146
William Blair & Company
Illinois
$360K +$35.5K +1,290 +11%
OC
147
Oakworth Capital
Alabama
$359K – – –
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$349K +$87.4K +3,173 +33%
CAC
149
Certified Advisory Corp
Florida
$346K +$83.5K +3,033 +32%
AT
150
Arden Trust
Delaware
$342K +$24.8K +901 +8%
4 5
6
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