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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

237 hedge funds and large institutions have $826M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
5.43%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
26
Increased
96
Reduced
70
Closed
22
Calls
$458K
Puts
$779K
Net Calls
-$321K
Net Calls Change
-$760K

Top Buyers

1
FMLI
Fukoku Mutual Life Insurance
Japan
+$8.91M
2
PAG
Private Advisor Group
New Jersey
+$8.71M
3
LPL Financial
LPL Financial
California
+$5.06M
4
Jane Street
Jane Street
New York
+$3.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.44M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$29.9M
2
HNB
Huntington National Bank
Ohio
-$8.38M
3
SIA
Starfire Investment Advisers
Michigan
-$2.51M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
151
Steward Partners Investment Advisory
New York
$326K -$12.1K -408 -4%
DAS
152
Dynamic Advisor Solutions
Arizona
$311K +$27.3K +921 +10%
MWP
153
Moller Wealth Partners
$309K – – –
GRP
154
Global Retirement Partners
California
$306K +$26.4K +888 +9%
LFAS
155
Level Four Advisory Services
Texas
$305K -$9.68K -326 -3%
FANJ
156
Financial Architects (New Jersey)
New Jersey
$285K – – –
TCOV
157
Trust Company of Vermont
Vermont
$279K -$3.21K -108 -1%
SPC
158
Sigma Planning Corp
Michigan
$274K +$267 +9 +0.1%
CAC
159
Certified Advisory Corp
Florida
$274K +$39.9K +1,342 +17%
FG
160
Fiduciary Group
Georgia
$263K – – –
AI
161
Atria Investments
North Carolina
$258K +$1.72K +58 +0.7%
CWM
162
Circle Wealth Management
New Jersey
$248K +$248K +8,353 New
VC
163
Vicus Capital
Pennsylvania
$240K +$8.93K +300 +4%
FIM
164
Fernwood Investment Management
Massachusetts
$236K +$26.7K +898 +13%
WPP
165
Whalerock Point Partners
Rhode Island
$234K – – –
CAL
166
Capital Advisors Ltd
Ohio
$233K +$14.2K +478 +6%
CBN
167
Cadence Bank NA
Texas
$232K – – –
TCM
168
Traynor Capital Management
Pennsylvania
$229K -$18.3K -617 -7%
BW
169
Bison Wealth
Georgia
$228K -$8.48K -286 -4%
VFA
170
Voya Financial Advisors
Connecticut
$222K +$222K +7,489 New
Bank of New York Mellon
171
Bank of New York Mellon
New York
$221K +$221K +7,434 New
EWM
172
Evermay Wealth Management
Virginia
$219K -$49K -1,650 -18%
OC
173
Oarsman Capital
Wisconsin
$213K – – –
PAS
174
Partnervest Advisory Services
California
$201K +$201K +6,760 New
Citigroup
175
Citigroup
New York
$198K +$17K +570 +9%
5 6
7
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