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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

237 hedge funds and large institutions have $826M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
5.43%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
26
Increased
96
Reduced
70
Closed
22
Calls
$458K
Puts
$779K
Net Calls
-$321K
Net Calls Change
-$760K

Top Buyers

1
FMLI
Fukoku Mutual Life Insurance
Japan
+$8.91M
2
PAG
Private Advisor Group
New Jersey
+$8.71M
3
LPL Financial
LPL Financial
California
+$5.06M
4
Jane Street
Jane Street
New York
+$3.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.44M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$29.9M
2
HNB
Huntington National Bank
Ohio
-$8.38M
3
SIA
Starfire Investment Advisers
Michigan
-$2.51M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
176
Patriot Financial Group Insurance Agency
Massachusetts
$186K +$151K +5,089 +438%
US Bancorp
177
US Bancorp
Minnesota
$176K – – –
APP
178
Avantax Planning Partners
Iowa
$152K +$152K +5,102 New
AA
179
Ancora Advisors
Ohio
$121K +$121K +4,071 New
TRCT
180
Tower Research Capital (TRC)
New York
$113K -$160K -5,375 -59%
APSP
181
Asset Planning Services (Pennsylvania)
Pennsylvania
$109K -$9.53K -334 -8%
SBL
182
Sargent Bickham Lagudis
Colorado
$107K – – –
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$103K +$103K +3,477 New
ASN
184
Advisory Services Network
Georgia
$98K +$59 +2 +0.1%
MFT
185
Moisand Fitzgerald Tamayo
Florida
$97K – – –
NWM
186
Northwest Wealth Management
Iowa
$95K – – –
KJWM
187
Kiley Juergens Wealth Management
Washington
$95K +$562 +19 +0.6%
TIM
188
Tortoise Investment Management
New York
$89K – – –
WAM
189
Wealthspire Advisors (Maryland)
Maryland
$89K – – –
PCG
190
Private Capital Group
Connecticut
$84K -$7.66K -258 -8%
BWM
191
BerganKDV Wealth Management
Minnesota
$82K – – –
ADL
192
Asset Dedication LLC
California
$81K – – –
GP
193
Girard Partners
Pennsylvania
$81K +$81K +2,741 New
JFGIW
194
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78K – – –
IFAM
195
Institutional & Family Asset Management
Colorado
$76K – – –
CMBA
196
C.M. Bidwell & Associates
Hawaii
$74K -$61.7K -2,080 -45%
SWP
197
Strategic Wealth Partners
Ohio
$74K – – –
SF
198
Synovus Financial
Georgia
$64K – – –
WEC
199
Winslow Evans & Crocker
Massachusetts
$56K – – –
AIM
200
Anchor Investment Management
South Carolina
$50.7K – – –
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