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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

175 hedge funds and large institutions have $741M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+20
Holders Change %
+12.9%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.3%
New
33
Increased
69
Reduced
42
Closed
10
Calls
$783K
Puts
$1.63M
Net Calls
-$847K
Net Calls Change
-$1.34M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
PCM
2
Pointe Capital Management
Michigan
$9.01M
3
GIM
3
Guild Investment Management
California
$8.61M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.1M
5
JCM
5
Janney Capital Management
Pennsylvania
$8.05M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$0
2
HNB
2
Huntington National Bank
Ohio
$9.47M
3
PV
3
Private Vista
Illinois
$18.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$22.2M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
151
Synovus Financial
Georgia
$74K -$12.9K -468 -15%
CPIG
152
Chicago Partners Investment Group
Illinois
$74K +$10.4K +381 +16%
HPBT
153
High Point Bank & Trust
North Carolina
$58K +$58K +2,094 New
GRP
154
Global Retirement Partners
California
$56K +$56K +2,019 New
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$53K +1,941 New
PWM
156
Perigon Wealth Management
California
$45K – – –
HIIFS
157
Harel Insurance Investments & Financial Services
Israel
$41K – – –
PMFA
158
Plante Moran Financial Advisors
Michigan
$40K +$27.5K +987 +219%
US Bancorp
159
US Bancorp
Minnesota
$37K +$3.17K +114 +9%
TWA
160
TCI Wealth Advisors
Arizona
$33K – – –
Citigroup
161
Citigroup
New York
$32K -$1.23K -45 -4%
WA
162
WFG Advisors
Texas
$29K – – –
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28K -$8.2K -297 -23%
YWP
164
YorkBridge Wealth Partners
New York
$20K +$20K +750 New
EFSCE
165
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
FTUS
166
Flow Traders U.S.
New York
$17K +$17K +600 New
VNA
167
Valley National Advisers
Pennsylvania
$14K -$10.9K -387 -44%
BWA
168
Burt Wealth Advisors
Maryland
$14K – – –
HCM
169
Highlander Capital Management
New Jersey
$10K – – –
CAL
170
Capital Advisors Ltd
Ohio
$10K – – –
AC
171
Alexandria Capital
Virginia
$5K +$89 +3 +2%
AIP
172
Ameritas Investment Partners
Nebraska
$3K +$3K +126 New
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$2K – – –
SEI Investments
174
SEI Investments
Pennsylvania
$2K +$2K +66 New
BlackRock
175
BlackRock
New York
$1K -$113K -3,720 -99%
4 5 6
7
8