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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $790M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-5
Holders Change %
-1.99%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
21
Increased
97
Reduced
79
Closed
22
Calls
$407K
Puts
$317K
Net Calls
+$90K
Net Calls Change
-$494K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$16.1M
2
Bank of America
Bank of America
North Carolina
+$8.15M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.08M
5
FAM
Formidable Asset Management
Ohio
+$2.72M

Top Sellers

1
LPL Financial
LPL Financial
California
-$14.6M
2
MWM
Merriman Wealth Management
Washington
-$10.1M
3
HNB
Huntington National Bank
Ohio
-$7.93M
4
JPLA
Joseph P. Lucia & Associates
New York
-$6.16M
5
GFPC
Global Financial Private Capital
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
126
Vicus Capital
Pennsylvania
$512K +$132K +4,873 +35%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$503K -$37.9K -1,400 -7%
GRP
128
Global Retirement Partners
California
$499K +$296K +10,909 +145%
HW
129
Hancock Whitney
Mississippi
$490K -$74.9K -2,767 -13%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$486K -$50.3K -1,857 -9%
CL
131
CPWM LLC
Washington
$477K – – –
1IA
132
1834 Investment Advisors
Wisconsin
$468K +$30.1K +1,110 +7%
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$468K +$126K +4,648 +37%
FWCM
134
Ferguson Wellman Capital Management
Oregon
$462K -$64K -2,360 -12%
GWM
135
Geneos Wealth Management
Colorado
$458K -$18.8K -694 -4%
BFPW
136
BOK Financial Private Wealth
Colorado
$446K – – –
Goldman Sachs
137
Goldman Sachs
New York
$441K -$14.8K -544 -3%
FHA
138
Flagship Harbor Advisors
Massachusetts
$439K – – –
BTS
139
BB&T Securities
Virginia
$438K +$7.83K +289 +2%
SC
140
Scotia Capital
Ontario, Canada
$422K – – –
PLFAM
141
Pineno Levin & Ford Asset Management
Virginia
$416K -$17.2K -635 -4%
TWM
142
Titus Wealth Management
California
$391K -$60.1K -2,217 -13%
WT
143
Whittier Trust
California
$390K – – –
DAS
144
Dynamic Advisor Solutions
Arizona
$387K +$130K +4,783 +50%
SAM
145
SignalPoint Asset Management
Missouri
$382K -$192K -7,105 -33%
DWT
146
Dorsey & Whitney Trust
South Dakota
$376K – – –
CAC
147
Certified Advisory Corp
Florida
$376K +$35.1K +1,293 +10%
AF
148
Advisornet Financial
Minnesota
$374K -$96.4K -3,551 -20%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$368K +$368K +13,559 New
William Blair & Company
150
William Blair & Company
Illinois
$355K +$298 +11 +0.1%
4 5
6
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