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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

235 hedge funds and large institutions have $784M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
25
Increased
91
Reduced
75
Closed
21
Calls
$655K
Puts
$216K
Net Calls
+$439K
Net Calls Change
-$257K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12.1M
2
DWM
Destination Wealth Management
California
+$8.34M
3
SWM
SVA Wealth Management
Wisconsin
+$4.5M
4
SMG
Smart Money Group
Texas
+$3.56M
5
FCI
Financial Counselors Inc
Kansas
+$2.98M

Top Sellers

1
PP
Palladium Partners
Virginia
-$12.9M
2
HNB
Huntington National Bank
Ohio
-$7.49M
3
Wells Fargo
Wells Fargo
California
-$6.47M
4
Morgan Stanley
Morgan Stanley
New York
-$4.86M
5
CAI
Capital Advisors Inc
Oklahoma
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
151
Trust Company of Vermont
Vermont
$282K -$5.58K -188 -2%
GRP
152
Global Retirement Partners
California
$279K +$186K +6,264 +199%
LIA
153
LBMC Investment Advisors
Tennessee
$276K -$9.65K -325 -3%
SPC
154
Sigma Planning Corp
Michigan
$274K +$149 +5 +0.1%
TRCT
155
Tower Research Capital (TRC)
New York
$272K +$74.3K +2,503 +38%
EWM
156
Evermay Wealth Management
Virginia
$268K -$26.4K -890 -9%
FG
157
Fiduciary Group
Georgia
$263K +$20.8K +700 +9%
AI
158
Atria Investments
North Carolina
$256K +$3.65K +123 +1%
TCM
159
Traynor Capital Management
Pennsylvania
$248K +$17.3K +584 +8%
BW
160
Bison Wealth
Georgia
$236K -$8.35K -282 -3%
WPP
161
Whalerock Point Partners
Rhode Island
$233K – – –
CAC
162
Certified Advisory Corp
Florida
$233K +$207 +7 +0.1%
CBN
163
Cadence Bank NA
Texas
$232K – – –
HHGA
164
Halbert Hargrove Global Advisors
California
$231K – – –
JIC
165
Johnson Investment Counsel
Ohio
$231K +$231K +7,819 New
VC
166
Vicus Capital
Pennsylvania
$230K +$230K +7,764 New
Jane Street
167
Jane Street
New York
$228K -$1.71M -57,540 -88%
EWF
168
Epstein & White Financial
California
$223K -$2.42M -81,710 -92%
CAL
169
Capital Advisors Ltd
Ohio
$219K +$19.5K +656 +10%
SC
170
Scotia Capital
Ontario, Canada
$216K – – –
OC
171
Oarsman Capital
Wisconsin
$213K -$5.35K -180 -2%
FIM
172
Fernwood Investment Management
Massachusetts
$208K +$208K +7,030 New
HCA
173
Harbour Capital Advisors
Virginia
$205K -$30.4K -1,020 -13%
Citigroup
174
Citigroup
New York
$181K +$54.1K +1,820 +43%
US Bancorp
175
US Bancorp
Minnesota
$175K -$8.89K -300 -5%
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