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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $792M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
86
Reduced
83
Closed
20
Calls
$517K
Puts
$317K
Net Calls
+$200K
Net Calls Change
+$110K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.61M
2
Morgan Stanley
Morgan Stanley
New York
+$3.3M
3
CA
Cetera Advisors
Colorado
+$2.18M
4
KeyBank National Association
KeyBank National Association
Ohio
+$2.15M
5
Creative Planning
Creative Planning
Kansas
+$1.93M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$5.96M
2
AssetMark Inc
AssetMark Inc
California
-$3.73M
3
Wells Fargo
Wells Fargo
California
-$3.62M
4
FAM
Formidable Asset Management
Ohio
-$2.72M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
-$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
126
CPWM LLC
Washington
$482K – – –
MCP
127
Mirador Capital Partners
California
$467K +$250K +9,120 +115%
FWCM
128
Ferguson Wellman Capital Management
Oregon
$463K -$3.01K -110 -0.6%
FHA
129
Flagship Harbor Advisors
Massachusetts
$446K +$2.22K +81 +0.5%
HCM
130
Hengehold Capital Management
Ohio
$443K -$291K -10,643 -40%
GWM
131
Geneos Wealth Management
Colorado
$429K -$32.4K -1,189 -7%
SC
132
Scotia Capital
Ontario, Canada
$426K – – –
Jane Street
133
Jane Street
New York
$414K -$846K -30,897 -67%
PLFAM
134
Pineno Levin & Ford Asset Management
Virginia
$414K -$5.72K -209 -1%
WKWM
135
Walter & Keenan Wealth Management
Indiana
$406K +$109K +4,000 +37%
HW
136
Hancock Whitney
Mississippi
$395K -$102K -3,702 -20%
WT
137
Whittier Trust
California
$394K – – –
LA
138
LexAurum Advisors
Kansas
$391K +$391K +14,289 New
DWT
139
Dorsey & Whitney Trust
South Dakota
$380K – – –
CAC
140
Certified Advisory Corp
Florida
$377K -$2.05K -75 -0.5%
SAM
141
SignalPoint Asset Management
Missouri
$373K -$13.4K -491 -3%
PSF
142
Pacific Sun Financial
California
$372K +$30.7K +1,120 +9%
William Blair & Company
143
William Blair & Company
Illinois
$359K +$329 +12 +0.1%
PCS
144
Personal CFO Solutions
New Jersey
$357K +$357K +13,052 New
AF
145
Advisornet Financial
Minnesota
$356K -$20.8K -761 -6%
OC
146
Oakworth Capital
Alabama
$356K – – –
FAAS
147
First Allied Advisory Services
California
$351K +$41.3K +1,528 +13%
FCA
148
FinTrust Capital Advisors
South Carolina
$348K +$310K +11,304 +806%
CASB
149
Cape Ann Savings Bank
Massachusetts
$334K -$328K -11,965 -50%
AT
150
Arden Trust
Delaware
$330K -$9.45K -345 -3%
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6
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