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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $790M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-5
Holders Change %
-1.99%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
21
Increased
97
Reduced
79
Closed
22
Calls
$407K
Puts
$317K
Net Calls
+$90K
Net Calls Change
-$494K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$16.1M
2
Bank of America
Bank of America
North Carolina
+$8.15M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.08M
5
FAM
Formidable Asset Management
Ohio
+$2.72M

Top Sellers

1
LPL Financial
LPL Financial
California
-$14.6M
2
MWM
Merriman Wealth Management
Washington
-$10.1M
3
HNB
Huntington National Bank
Ohio
-$7.93M
4
JPLA
Joseph P. Lucia & Associates
New York
-$6.16M
5
GFPC
Global Financial Private Capital
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
151
Oakworth Capital
Alabama
$353K – – –
PSF
152
Pacific Sun Financial
California
$338K +$338K +12,460 New
AT
153
Arden Trust
Delaware
$336K -$217 -8 -0.1%
JPMPWA
154
J.P. Morgan Private Wealth Advisors
California
$326K -$213K -7,851 -39%
NFG
155
Next Financial Group
Texas
$325K +$325K +11,973 New
WWM
156
Western Wealth Management
Colorado
$322K +$271 +10 +0.1%
CCM
157
Colorado Capital Management
Colorado
$322K +$7.83K +289 +2%
FAAS
158
First Allied Advisory Services
California
$311K +$311K +11,456 New
PAMG
159
Patton Albertson Miller Group
Tennessee
$298K +$298K +11,455 New
WKWM
160
Walter & Keenan Wealth Management
Indiana
$294K +$54.2K +2,000 +23%
WP
161
WealthSource Partners
California
$268K -$138K -5,100 -34%
FNBOSM
162
First National Bank of South Miami
Florida
$266K +$94.1K +3,460 +55%
AAS
163
Avantax Advisory Services
Texas
$263K +$263K +9,693 New
MA
164
MCF Advisors
Kentucky
$257K – – –
VAS
165
Vestmark Advisory Solutions
Massachusetts
$256K +$4.41K +163 +2%
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$253K +$9.74K +358 +4%
RI
167
Rudd International
Florida
$252K +$1.3K +48 +0.5%
TCOV
168
Trust Company of Vermont
Vermont
$249K -$3.26K -120 -1%
CF
169
Centaurus Financial
California
$248K +$238K +8,754 +2,280%
NL
170
NVWM LLC
Pennsylvania
$247K -$7.69K -284 -3%
MFS
171
Madrona Financial Services
Washington
$245K +$245K +9,040 New
FG
172
Fiduciary Group
Georgia
$240K – – –
SPC
173
Sigma Planning Corp
Michigan
$238K -$16.6K -612 -7%
JPLA
174
Joseph P. Lucia & Associates
New York
$234K -$6.16M -226,882 -96%
CWM
175
Circle Wealth Management
New Jersey
$229K +$1.14K +42 +0.5%
5 6
7
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