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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

233 hedge funds and large institutions have $732M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+7
Holders Change %
+3.1%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
27
Increased
92
Reduced
75
Closed
17
Calls
$912K
Puts
$216K
Net Calls
+$696K
Net Calls Change
+$249K

Top Buyers

1
SIA
Starfire Investment Advisers
Michigan
+$8.95M
2
LPL Financial
LPL Financial
California
+$3.69M
3
CRC
Curi RMB Capital
Illinois
+$2.94M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.37M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.26M

Top Sellers

1
DWM
Destination Wealth Management
California
-$30.4M
2
SWM
SVA Wealth Management
Wisconsin
-$13.8M
3
Bank of America
Bank of America
North Carolina
-$13.2M
4
HNB
Huntington National Bank
Ohio
-$8.64M
5
Morgan Stanley
Morgan Stanley
New York
-$7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
176
NVWM LLC
Pennsylvania
$160K +$88.7K +3,300 +124%
WC
177
Whitnell & Co
Illinois
$136K +$6.72K +245 +5%
CMBA
178
C.M. Bidwell & Associates
Hawaii
$125K – – –
ASN
179
Advisory Services Network
Georgia
$125K +$31.4K +1,150 +34%
Citigroup
180
Citigroup
New York
$117K +$20.2K +737 +21%
APSP
181
Asset Planning Services (Pennsylvania)
Pennsylvania
$114K – – –
AWA
182
Acorn Wealth Advisors
Michigan
$101K +$281 +10 +0.3%
SBL
183
Sargent Bickham Lagudis
Colorado
$99K – – –
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$90K +$27.2K +1,011 +43%
MFT
185
Moisand Fitzgerald Tamayo
Florida
$89K – – –
PCG
186
Private Capital Group
Connecticut
$87K +$82.8K +3,017 +1,959%
GRP
187
Global Retirement Partners
California
$86K -$1.31K -48 -2%
SPIA
188
Steward Partners Investment Advisory
New York
$84K +$136 +5 +0.2%
WAM
189
Wealthspire Advisors (Maryland)
Maryland
$82K – – –
ADL
190
Asset Dedication LLC
California
$75K – – –
NWM
191
Northwest Wealth Management
Iowa
$75K +$75K +2,729 New
JFGIW
192
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K – – –
IFAM
193
Institutional & Family Asset Management
Colorado
$70K +$70K +2,550 New
FFW
194
Fusion Family Wealth
New York
$66K -$87.9K -3,198 -57%
SWP
195
Strategic Wealth Partners
Ohio
$66K +$66K +2,416 New
SF
196
Synovus Financial
Georgia
$59K +$59K +2,166 New
IWM
197
IHT Wealth Management
Illinois
$54K +$3.33K +125 +7%
MOS
198
MGO One Seven
Ohio
$52K – – –
WEC
199
Winslow Evans & Crocker
Massachusetts
$49.3K – – –
KCPG
200
Kavar Capital Partners Group
Kansas
$49K +$49K +1,800 New
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