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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

189 hedge funds and large institutions have $697M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
4.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.17%
New
32
Increased
82
Reduced
47
Closed
16
Calls
$1.79M
Puts
$873K
Net Calls
+$917K
Net Calls Change
+$1.76M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.16M
2
Bank of America
Bank of America
North Carolina
+$4.05M
3
SB
Simmons Bank
Arkansas
+$3.46M
4
Wells Fargo
Wells Fargo
California
+$3.43M
5
Morgan Stanley
Morgan Stanley
New York
+$3.42M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
-$20.5M
2
FIG
FundX Investment Group
California
-$15.3M
3
HNB
Huntington National Bank
Ohio
-$9.47M
4
PCM
Pointe Capital Management
Michigan
-$9.01M
5
GIM
Guild Investment Management
California
-$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
176
WFG Advisors
Texas
$28K – – –
Manulife (Manufacturers Life Insurance)
177
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27K +$238 +9 +0.9%
GBBWRPM
178
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K +$25K +900 New
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2K +$24.2K +900 New
YWP
180
YorkBridge Wealth Partners
New York
$20K – – –
EFSCE
181
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
PB
182
Pinnacle Bancorp
Nebraska
$12K +$12K +450 New
CFG
183
Citizens Financial Group
Rhode Island
$11K +$11K +402 New
HCM
184
Highlander Capital Management
New Jersey
$10K – – –
GI
185
Gradient Investments
Minnesota
$10K +$10K +360 New
AOWM
186
Alpha Omega Wealth Management
Virginia
$10K +$10K +363 New
AC
187
Alexandria Capital
Virginia
$4K – – –
AIP
188
Ameritas Investment Partners
Nebraska
$3K +$70 +3 +2%
BlackRock
189
BlackRock
New York
$1K – – –
PCM
190
Pointe Capital Management
Michigan
– -$9.01M -326,841 Closed
GIM
191
Guild Investment Management
California
– -$8.61M -312,300 Closed
CIBC World Market
192
CIBC World Market
Ontario, Canada
– -$3.64M -131,841 Closed
BCM
193
Barometer Capital Management
Ontario, Canada
– -$1.94M -70,500 Closed
OC
194
Oppenheimer & Co
New York
– -$1.29M -46,866 Closed
Wolverine Trading
195
Wolverine Trading
Illinois
– -$302K -10,944 Closed
LC
196
LCNB Corp
Ohio
– -$211K -7,650 Closed
AA
197
Ancora Advisors
Ohio
– -$116K -4,185 Closed
DADC
198
D.A. Davidson & Co
Montana
– -$97K -3,552 Closed
SIG
199
Stanford Investment Group
California
– -$83K -3,000 Closed
HIIFS
200
Harel Insurance Investments & Financial Services
Israel
– -$41K -1,500 Closed
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