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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

241 hedge funds and large institutions have $575M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-22
Holders Change %
-8.37%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
70
Reduced
115
Closed
38
Calls
$239K
Puts
$6K
Net Calls
+$233K
Net Calls Change
+$244K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.8M
2
PPW
Parcion Private Wealth
Washington
+$2.98M
3
M&T Bank
M&T Bank
New York
+$2.97M
4
HA
HC Advisors
Georgia
+$2.64M
5
PPP
Private Portfolio Partners
New Jersey
+$1.82M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$20.5M
2
Bank of America
Bank of America
North Carolina
-$15.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.81M
4
Morgan Stanley
Morgan Stanley
New York
-$4.95M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PV
126
Private Vista
Illinois
$431K -$1.27M -60,092 -75%
BF
127
BOK Financial
Oklahoma
$428K -$168K -7,939 -28%
Mariner
128
Mariner
Kansas
$426K +$45K +2,128 +12%
FFA
129
Fragasso Financial Advisors
Pennsylvania
$423K +$32.1K +1,410 +8%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$410K -$174K -8,200 -30%
RCAG
131
Rehmann Capital Advisory Group
Michigan
$410K +$21K +990 +5%
AA
132
AlphaMark Advisors
Kentucky
$402K -$15.9K -750 -4%
FTUS
133
Flow Traders U.S.
New York
$398K +$398K +18,797 New
WIA
134
Wealthstreet Investment Advisors
Texas
$397K -$9.51K -449 -2%
MSA
135
Marino Stram & Associates
Massachusetts
$393K +$2.63K +124 +0.7%
RJT
136
Raymond James Trust
Florida
$391K -$28.6K -1,350 -7%
OIA
137
OneDigital Investment Advisors
Kansas
$387K +$163K +7,715 +73%
SPIA
138
Steward Partners Investment Advisory
New York
$385K -$50.8K -2,398 -12%
SPC
139
Sigma Planning Corp
Michigan
$384K +$297 +14 +0.1%
PT
140
Plimoth Trust
Massachusetts
$375K -$611K -28,866 -62%
HW
141
Hancock Whitney
Mississippi
$371K -$12.4K -584 -3%
JWCA
142
J.W. Cole Advisors
Florida
$366K +$366K +17,262 New
APA
143
American Portfolios Advisors
New York
$346K -$104K -4,921 -23%
SC
144
Scotia Capital
Ontario, Canada
$344K – – –
NB
145
Northwest Bancshares
Pennsylvania
$330K +$330K +15,603 New
PLFAM
146
Pineno Levin & Ford Asset Management
Virginia
$329K +$11.6K +550 +4%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$329K +$109K +5,139 +49%
PSF
148
Pacific Sun Financial
California
$326K -$7.84K -370 -2%
MBT
149
Montecito Bank & Trust
California
$317K -$96.6K -4,557 -23%
Citadel Advisors
150
Citadel Advisors
Florida
$312K -$2.99M -141,113 -91%
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