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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

244 hedge funds and large institutions have $659M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
5.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
41
Increased
81
Reduced
86
Closed
31
Calls
$549K
Puts
–
Net Calls
+$549K
Net Calls Change
+$870K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.09M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.96M
3
KeyBank National Association
KeyBank National Association
Ohio
+$2.5M
4
LPL Financial
LPL Financial
California
+$1.95M
5
NB
NBT Bank
New York
+$1.37M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$9.38M
2
Bank of America
Bank of America
North Carolina
-$6.3M
3
CWM
Cornerstone Wealth Management
Missouri
-$6.17M
4
PAG
Private Advisor Group
New Jersey
-$5.9M
5
Morgan Stanley
Morgan Stanley
New York
-$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$289K +$14.7K +601 +5%
CCM
152
Colorado Capital Management
Colorado
$284K -$64.1K -2,615 -18%
AT
153
Arden Trust
Delaware
$283K -$73.9K -3,006 -21%
DAS
154
Dynamic Advisor Solutions
Arizona
$265K -$19.1K -704 -7%
FANJ
155
Financial Architects (New Jersey)
New Jersey
$235K – – –
PWMAG
156
Pinnacle Wealth Management Advisory Group
New Jersey
$234K -$221K -9,001 -49%
CAC
157
Certified Advisory Corp
Florida
$234K +$8.14K +332 +4%
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$233K +$79.7K +3,249 +52%
MA
159
MCF Advisors
Kentucky
$232K -$76.7K -3,132 -25%
SPC
160
Sigma Planning Corp
Michigan
$231K +$4.01K +163 +2%
TCOV
161
Trust Company of Vermont
Vermont
$230K – – –
LFAS
162
Level Four Advisory Services
Texas
$226K -$26.2K -1,068 -10%
RI
163
Rudd International
Florida
$226K +$226K +9,241 New
NL
164
NVWM LLC
Pennsylvania
$225K -$151K -6,148 -40%
VC
165
Vicus Capital
Pennsylvania
$219K +$20.8K +846 +10%
FG
166
Fiduciary Group
Georgia
$217K – – –
SPIA
167
Steward Partners Investment Advisory
New York
$214K -$55K -2,246 -20%
CWM
168
Circle Wealth Management
New Jersey
$207K +$1.67K +68 +0.8%
AWS
169
AJ Wealth Strategies
New York
$206K -$96.1K -3,917 -32%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$204K -$106K -4,287 -34%
GRP
171
Global Retirement Partners
California
$186K -$66.6K -2,715 -26%
US Bancorp
172
US Bancorp
Minnesota
$185K +$39.9K +1,621 +27%
AIC
173
Ameritas Investment Company
Nebraska
$184K +$184K +7,493 New
FNBOSM
174
First National Bank of South Miami
Florida
$172K +$172K +6,320 New
CAL
175
Capital Advisors Ltd
Ohio
$151K -$41.7K -1,700 -22%
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