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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

263 hedge funds and large institutions have $532M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-29
Holders Change %
-9.93%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
30
Increased
75
Reduced
118
Closed
53
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$330K

Top Buyers

1
M&T Bank
M&T Bank
New York
+$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.6M
3
AssetMark Inc
AssetMark Inc
California
+$4.51M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.79M
5
Creative Planning
Creative Planning
Kansas
+$3.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CWM
Connecticut Wealth Management
Connecticut
-$7.7M
3
HNB
Huntington National Bank
Ohio
-$5.61M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$4.99M
5
SHA
Seneca House Advisors
Virginia
-$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
126
Oppenheimer & Co
New York
$399K +$399K +22,137 New
VC
127
Vicus Capital
Pennsylvania
$397K +$38.2K +2,120 +11%
1WA
128
180 Wealth Advisors
Washington
$396K +$222K +13,025 +128%
PTP
129
Platform Technology Partners
New York
$395K +$395K +21,918 New
SB
130
Simmons Bank
Arkansas
$390K -$2.21M -122,625 -85%
APA
131
American Portfolios Advisors
New York
$383K -$168K -9,344 -31%
HIS
132
Harvest Investment Services
Illinois
$376K -$386K -21,473 -51%
SG
133
StoneX Group
New York
$373K -$32.4K -1,798 -8%
BCMO
134
Buckingham Capital Management (Ohio)
Ohio
$372K +$227K +12,614 +157%
SPIA
135
Steward Partners Investment Advisory
New York
$370K -$1.2M -66,729 -76%
RJT
136
Raymond James Trust
Florida
$357K -$3.28K -182 -0.9%
AA
137
AlphaMark Advisors
Kentucky
$356K – – –
MHS
138
M Holdings Securities
Oregon
$354K +$354K +19,627 New
MBT
139
Montecito Bank & Trust
California
$352K -$37.8K -2,097 -10%
WIA
140
Wealthstreet Investment Advisors
Texas
$346K -$14.7K -817 -4%
HHGA
141
Halbert Hargrove Global Advisors
California
$343K +$343K +19,059 New
MSA
142
Marino Stram & Associates
Massachusetts
$332K +$332K +18,415 New
RCAG
143
Rehmann Capital Advisory Group
Michigan
$331K +$331K +18,358 New
SPC
144
Sigma Planning Corp
Michigan
$326K -$33.9K -1,881 -9%
HW
145
Hancock Whitney
Mississippi
$326K +$61.1K +3,396 +23%
Mariner
146
Mariner
Kansas
$324K -$20.2K -1,120 -6%
TSS
147
Two Sigma Securities
New York
$310K +$310K +17,177 New
FFA
148
Fragasso Financial Advisors
Pennsylvania
$309K -$70.4K -3,914 -19%
SC
149
Scotia Capital
Ontario, Canada
$293K – – –
PSF
150
Pacific Sun Financial
California
$284K +$35.9K +1,990 +14%
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6
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