DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

246 hedge funds and large institutions have $792M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
86
Reduced
83
Closed
20
Calls
$517K
Puts
$317K
Net Calls
+$200K
Net Calls Change
+$110K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.61M
2
Morgan Stanley
Morgan Stanley
New York
+$3.3M
3
CA
Cetera Advisors
Colorado
+$2.18M
4
KeyBank National Association
KeyBank National Association
Ohio
+$2.15M
5
Creative Planning
Creative Planning
Kansas
+$1.93M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$5.96M
2
AssetMark Inc
AssetMark Inc
California
-$3.73M
3
Wells Fargo
Wells Fargo
California
-$3.62M
4
FAM
Formidable Asset Management
Ohio
-$2.72M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
-$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
151
BOK Financial Private Wealth
Colorado
$325K -$125K -4,568 -28%
CCM
152
Colorado Capital Management
Colorado
$325K – – –
BTS
153
BB&T Securities
Virginia
$318K -$128K -4,646 -29%
PAMG
154
Patton Albertson Miller Group
Tennessee
$315K +$1.29K +47 +0.4%
DAS
155
Dynamic Advisor Solutions
Arizona
$297K -$93.3K -3,411 -24%
WWM
156
Western Wealth Management
Colorado
$291K -$35.1K -1,278 -11%
VAS
157
Vestmark Advisory Solutions
Massachusetts
$285K +$26.5K +968 +10%
TFS
158
Thoroughbred Financial Services
Tennessee
$285K +$285K +10,428 New
NFG
159
Next Financial Group
Texas
$284K -$43.1K -1,579 -13%
JIC
160
Johnson Investment Counsel
Ohio
$280K +$72.8K +2,656 +35%
AWCI
161
Alpine Woods Capital Investors
New York
$274K -$685K -25,000 -71%
WP
162
WealthSource Partners
California
$269K -$1.64K -60 -0.6%
MA
163
MCF Advisors
Kentucky
$259K – – –
1IA
164
1834 Investment Advisors
Wisconsin
$258K -$214K -7,825 -45%
RI
165
Rudd International
Florida
$257K +$3.22K +118 +1%
FNBOSM
166
First National Bank of South Miami
Florida
$253K – – –
MFS
167
Madrona Financial Services
Washington
$248K +$684 +25 +0.3%
MF
168
Madrona Funds
Washington
$248K +$248K +9,065 New
FLPIM
169
F.L. Putnam Investment Management
Massachusetts
$247K +$247K +9,028 New
AI
170
Atria Investments
North Carolina
$242K +$3.7K +135 +2%
FG
171
Fiduciary Group
Georgia
$241K -$2.06K -75 -0.8%
SPC
172
Sigma Planning Corp
Michigan
$241K +$983 +36 +0.4%
JPLA
173
Joseph P. Lucia & Associates
New York
$236K – – –
CWM
174
Circle Wealth Management
New Jersey
$235K +$2.93K +107 +1%
TWM
175
Titus Wealth Management
California
$228K -$167K -6,089 -42%
5 6
7
8 9