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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

189 hedge funds and large institutions have $697M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
4.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.17%
New
32
Increased
82
Reduced
47
Closed
16
Calls
$1.79M
Puts
$873K
Net Calls
+$917K
Net Calls Change
+$1.76M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.16M
2
Bank of America
Bank of America
North Carolina
+$4.05M
3
SB
Simmons Bank
Arkansas
+$3.46M
4
Wells Fargo
Wells Fargo
California
+$3.43M
5
Morgan Stanley
Morgan Stanley
New York
+$3.42M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
-$20.5M
2
FIG
FundX Investment Group
California
-$15.3M
3
HNB
Huntington National Bank
Ohio
-$9.47M
4
PCM
Pointe Capital Management
Michigan
-$9.01M
5
GIM
Guild Investment Management
California
-$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
151
Sigma Planning Corp
Michigan
$208K -$6.45K -240 -3%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$188K -$78.1K -2,898 -29%
GT
153
Glenmede Trust
Pennsylvania
$165K – – –
CPIG
154
Chicago Partners Investment Group
Illinois
$153K +$80.5K +3,000 +111%
PFO
155
Pathstone Family Office
New Jersey
$149K +$149K +5,550 New
FANJ
156
Financial Architects (New Jersey)
New Jersey
$132K – – –
EWM
157
Evercore Wealth Management
New York
$128K +$128K +4,749 New
APSP
158
Asset Planning Services (Pennsylvania)
Pennsylvania
$112K +$112K +4,155 New
WEC
159
Winslow Evans & Crocker
Massachusetts
$105K +$105K +3,900 New
JFGIW
160
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$100K +$100K +3,732 New
SBL
161
Sargent Bickham Lagudis
Colorado
$97K – – –
MA
162
MCF Advisors
Kentucky
$97K – – –
AWMS
163
Advocacy Wealth Management Services
Georgia
$96K – – –
CAL
164
Capital Advisors Ltd
Ohio
$86K +$76K +2,841 +764%
SPIA
165
Steward Partners Investment Advisory
New York
$82K +$82K +3,066 New
WAM
166
Wealthspire Advisors (Maryland)
Maryland
$81K – – –
Citigroup
167
Citigroup
New York
$81K +$49.4K +1,827 +156%
SF
168
Synovus Financial
Georgia
$70K -$1.36K -51 -2%
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$8.99K +342 +18%
GRP
170
Global Retirement Partners
California
$54K -$242 -9 -0.4%
PWM
171
Perigon Wealth Management
California
$44K – – –
PMFA
172
Plante Moran Financial Advisors
Michigan
$40K +$1.68K +63 +4%
CG
173
Cutler Group
California
$39K +$39K +1,452 New
US Bancorp
174
US Bancorp
Minnesota
$36K – – –
TWA
175
TCI Wealth Advisors
Arizona
$32K – – –
5 6
7
8 9