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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

251 hedge funds and large institutions have $782M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
33
Increased
106
Reduced
64
Closed
25
Calls
$584K
Puts
–
Net Calls
+$584K
Net Calls Change
+$35K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.4M
2
MWM
Merriman Wealth Management
Washington
+$10.1M
3
Ameriprise
Ameriprise
Minnesota
+$4.66M
4
RJA
Raymond James & Associates
Florida
+$4.1M
5
KeyBank National Association
KeyBank National Association
Ohio
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.96M
3
SAM
Smithbridge Asset Management
Pennsylvania
-$2.83M
4
FAM
Formidable Asset Management
Ohio
-$2.64M
5
M&T Bank
M&T Bank
New York
-$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
151
Western Wealth Management
Colorado
$327K +$55 +2 +0%
CWM
152
Cornerstone Wealth Management
Missouri
$320K +$320K +5,842 New
CCM
153
Colorado Capital Management
Colorado
$319K +$330 +12 +0.1%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$311K +$204K +7,427 +192%
DAS
155
Dynamic Advisor Solutions
Arizona
$261K -$7.62K -277 -3%
MA
156
MCF Advisors
Kentucky
$261K – – –
SPC
157
Sigma Planning Corp
Michigan
$259K +$28 +1 +0%
NL
158
NVWM LLC
Pennsylvania
$259K +$6.22K +226 +2%
TCOV
159
Trust Company of Vermont
Vermont
$256K -$2.78K -101 -1%
VAS
160
Vestmark Advisory Solutions
Massachusetts
$256K +$256K +9,291 New
FANJ
161
Financial Architects (New Jersey)
New Jersey
$254K -$10.2K -369 -4%
RI
162
Rudd International
Florida
$254K +$220 +8 +0.1%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$248K +$18.6K +669 +8%
FG
164
Fiduciary Group
Georgia
$244K – – –
WKWM
165
Walter & Keenan Wealth Management
Indiana
$244K +$244K +8,850 New
CWM
166
Circle Wealth Management
New Jersey
$232K – – –
AWS
167
AJ Wealth Strategies
New York
$231K +$110 +4 +0%
TFS
168
Thoroughbred Financial Services
Tennessee
$223K +$223K +8,113 New
FIM
169
Fernwood Investment Management
Massachusetts
$218K +$218K +7,928 New
WPP
170
Whalerock Point Partners
Rhode Island
$217K +$217K +7,872 New
TCM
171
Traynor Capital Management
Pennsylvania
$215K +$215K +7,807 New
CBN
172
Cadence Bank NA
Texas
$215K +$215K +7,823 New
US Bancorp
173
US Bancorp
Minnesota
$208K +$1.05K +38 +0.5%
GRP
174
Global Retirement Partners
California
$207K -$2.18K -79 -1%
BW
175
Bison Wealth
Georgia
$206K +$206K +7,475 New
5 6
7
8 9