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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

244 hedge funds and large institutions have $659M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
5.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
41
Increased
81
Reduced
86
Closed
31
Calls
$549K
Puts
–
Net Calls
+$549K
Net Calls Change
+$870K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.09M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.96M
3
KeyBank National Association
KeyBank National Association
Ohio
+$2.5M
4
LPL Financial
LPL Financial
California
+$1.95M
5
NB
NBT Bank
New York
+$1.37M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$9.38M
2
Bank of America
Bank of America
North Carolina
-$6.3M
3
CWM
Cornerstone Wealth Management
Missouri
-$6.17M
4
PAG
Private Advisor Group
New Jersey
-$5.9M
5
Morgan Stanley
Morgan Stanley
New York
-$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$143K +$57.9K +2,366 +68%
Citigroup
177
Citigroup
New York
$133K -$29.7K -1,216 -18%
MA
178
MUFG Americas
New York
$125K +$125K +5,100 New
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$95K +$76.9K +3,139 +425%
APSP
180
Asset Planning Services (Pennsylvania)
Pennsylvania
$94K – – –
ESB
181
Essex Savings Bank
Connecticut
$94K +$94K +3,828 New
BFEC
182
Benjamin F. Edwards & Company
Missouri
$91K +$67.1K +2,742 +280%
SBL
183
Sargent Bickham Lagudis
Colorado
$89K – – –
MFT
184
Moisand Fitzgerald Tamayo
Florida
$80K – – –
NWM
185
Northwest Wealth Management
Iowa
$78K – – –
AIA
186
Alera Investment Advisors
Illinois
$78K +$78K +3,168 New
WAM
187
Wealthspire Advisors (Maryland)
Maryland
$74K – – –
CFGS
188
Concourse Financial Group Securities
Alabama
$74K +$42.6K +1,750 +136%
NSG
189
Nalls Sherbakoff Group
Tennessee
$73K +$73K +2,964 New
ASN
190
Advisory Services Network
Georgia
$69K -$12.3K -498 -15%
ADL
191
Asset Dedication LLC
California
$67K – – –
JFGIW
192
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K – – –
W
193
WealthOne
New York
$64K +$64K +2,593 New
IFAM
194
Institutional & Family Asset Management
Colorado
$63K – – –
CMBA
195
C.M. Bidwell & Associates
Hawaii
$61K – – –
SWP
196
Strategic Wealth Partners
Ohio
$57K -$10.7K -391 -16%
MOS
197
MGO One Seven
Ohio
$53K +$53K +2,196 New
PCG
198
Private Capital Group
Connecticut
$52K -$17.7K -720 -25%
SF
199
Synovus Financial
Georgia
$51K -$1.37K -56 -3%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$50K +$31.9K +1,300 +177%
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