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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

235 hedge funds and large institutions have $784M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
25
Increased
91
Reduced
75
Closed
21
Calls
$655K
Puts
$216K
Net Calls
+$439K
Net Calls Change
-$257K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12.1M
2
DWM
Destination Wealth Management
California
+$8.34M
3
SWM
SVA Wealth Management
Wisconsin
+$4.5M
4
SMG
Smart Money Group
Texas
+$3.56M
5
FCI
Financial Counselors Inc
Kansas
+$2.98M

Top Sellers

1
PP
Palladium Partners
Virginia
-$12.9M
2
HNB
Huntington National Bank
Ohio
-$7.49M
3
Wells Fargo
Wells Fargo
California
-$6.47M
4
Morgan Stanley
Morgan Stanley
New York
-$4.86M
5
CAI
Capital Advisors Inc
Oklahoma
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
176
NVWM LLC
Pennsylvania
$150K -$26.7K -900 -15%
CMBA
177
C.M. Bidwell & Associates
Hawaii
$136K – – –
APSP
178
Asset Planning Services (Pennsylvania)
Pennsylvania
$123K – – –
SBL
179
Sargent Bickham Lagudis
Colorado
$107K – – –
AWA
180
Acorn Wealth Advisors
Michigan
$107K +$326 +11 +0.3%
ASN
181
Advisory Services Network
Georgia
$99K -$38.3K -1,278 -28%
MFT
182
Moisand Fitzgerald Tamayo
Florida
$96K – – –
NWM
183
Northwest Wealth Management
Iowa
$95K +$13.9K +469 +17%
KJWM
184
Kiley Juergens Wealth Management
Washington
$94K +$94K +3,194 New
PCG
185
Private Capital Group
Connecticut
$91K -$2.42K -82 -3%
WAM
186
Wealthspire Advisors (Maryland)
Maryland
$89K – – –
TIM
187
Tortoise Investment Management
New York
$89K +$89K +3,000 New
BWM
188
BerganKDV Wealth Management
Minnesota
$82K +$82K +2,772 New
ADL
189
Asset Dedication LLC
California
$81K – – –
JFGIW
190
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77K – – –
IFAM
191
Institutional & Family Asset Management
Colorado
$76K – – –
SWP
192
Strategic Wealth Partners
Ohio
$73K +$1.8K +61 +3%
FFW
193
Fusion Family Wealth
New York
$69K -$2.41K -81 -3%
SF
194
Synovus Financial
Georgia
$64K -$808 -27 -1%
SEI Investments
195
SEI Investments
Pennsylvania
$61K +$10.3K +346 +20%
WEC
196
Winslow Evans & Crocker
Massachusetts
$56K – – –
KCPG
197
Kavar Capital Partners Group
Kansas
$53K – – –
AIM
198
Anchor Investment Management
South Carolina
$50.6K – – –
TWA
199
TCI Wealth Advisors
Arizona
$50K – – –
LFG
200
LifePlan Financial Group
Ohio
$48K – – –
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8
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