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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

263 hedge funds and large institutions have $532M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-29
Holders Change %
-9.93%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
30
Increased
75
Reduced
118
Closed
53
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$330K

Top Buyers

1
M&T Bank
M&T Bank
New York
+$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.6M
3
AssetMark Inc
AssetMark Inc
California
+$4.51M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.79M
5
Creative Planning
Creative Planning
Kansas
+$3.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CWM
Connecticut Wealth Management
Connecticut
-$7.7M
3
HNB
Huntington National Bank
Ohio
-$5.61M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$4.99M
5
SHA
Seneca House Advisors
Virginia
-$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
PLFAM
151
Pineno Levin & Ford Asset Management
Virginia
$270K -$2.7K -150 -1%
1IA
152
1834 Investment Advisors
Wisconsin
$270K +$102K +5,637 +60%
Renaissance Technologies
153
Renaissance Technologies
New York
$268K +$268K +14,900 New
PCS
154
Personal CFO Solutions
New Jersey
$266K -$54.1K -3,000 -17%
SAM
155
SignalPoint Asset Management
Missouri
$266K +$27.5K +1,523 +12%
CCM
156
Colorado Capital Management
Colorado
$261K +$47.5K +2,645 +22%
WT
157
Whittier Trust
California
$259K – – –
DWT
158
Dorsey & Whitney Trust
South Dakota
$251K – – –
JIC
159
Johnson Investment Counsel
Ohio
$250K – – –
William Blair & Company
160
William Blair & Company
Illinois
$247K +$10.9K +605 +5%
CFO
161
CVA Family Office
Colorado
$246K -$32.4K -1,800 -12%
CIAS
162
Capital Investment Advisory Services
North Carolina
$223K +$223K +12,384 New
IA
163
IFG Advisory
Georgia
$221K -$121K -6,717 -35%
ACWM
164
Adams Chetwood Wealth Management
North Carolina
$217K +$20 +1 +0%
FWCM
165
Ferguson Wellman Capital Management
Oregon
$214K -$50.3K -2,790 -19%
IAN
166
Integrated Advisors Network
Texas
$204K +$75.7K +4,203 +59%
GWM
167
Gray Wealth Management
Maine
$203K +$203K +11,258 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$201K – – –
HIA
169
Harbor Investment Advisory
Maryland
$200K +$27K +1,500 +16%
AW
170
ACG Wealth
Georgia
$198K +$5.66K +314 +3%
TFS
171
Thoroughbred Financial Services
Tennessee
$191K -$5.47K -304 -3%
WWM
172
Western Wealth Management
Colorado
$191K – – –
HCM
173
Hengehold Capital Management
Ohio
$190K -$96.2K -5,333 -34%
OIA
174
OneDigital Investment Advisors
Kansas
$190K +$56.5K +3,144 +42%
BSW
175
Buckingham Strategic Wealth
Missouri
$188K -$214K -11,898 -53%
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