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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

251 hedge funds and large institutions have $782M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
33
Increased
106
Reduced
64
Closed
25
Calls
$584K
Puts
–
Net Calls
+$584K
Net Calls Change
+$35K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.4M
2
MWM
Merriman Wealth Management
Washington
+$10.1M
3
Ameriprise
Ameriprise
Minnesota
+$4.66M
4
RJA
Raymond James & Associates
Florida
+$4.1M
5
KeyBank National Association
KeyBank National Association
Ohio
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.96M
3
SAM
Smithbridge Asset Management
Pennsylvania
-$2.83M
4
FAM
Formidable Asset Management
Ohio
-$2.64M
5
M&T Bank
M&T Bank
New York
-$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
176
Voya Financial Advisors
Connecticut
$205K +$205K +7,442 New
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$201K +$14.5K +455 +8%
FNBOSM
178
First National Bank of South Miami
Florida
$174K – – –
CAL
179
Capital Advisors Ltd
Ohio
$169K – – –
Citigroup
180
Citigroup
New York
$164K +$14.3K +520 +10%
TRCT
181
Tower Research Capital (TRC)
New York
$157K -$1.04M -37,840 -87%
MA
182
MUFG Americas
New York
$140K – – –
ASN
183
Advisory Services Network
Georgia
$135K +$57.9K +2,105 +75%
ONST
184
Old North State Trust
North Carolina
$133K -$518K -18,863 -80%
PO
185
Private Ocean
California
$125K +$125K +4,526 New
APSP
186
Asset Planning Services (Pennsylvania)
Pennsylvania
$105K – – –
BFEC
187
Benjamin F. Edwards & Company
Missouri
$103K +$55 +2 +0.1%
ESB
188
Essex Savings Bank
Connecticut
$100K -$5.02K -183 -5%
HWA
189
Heritage Wealth Advisors
Virginia
$95.5K +$95.5K +3,469 New
CFGS
190
Concourse Financial Group Securities
Alabama
$90K +$6.97K +255 +8%
MFT
191
Moisand Fitzgerald Tamayo
Florida
$89K – – –
Fidelity Investments
192
Fidelity Investments
Massachusetts
$86K +$85K +3,096 +8,600%
WAM
193
Wealthspire Advisors (Maryland)
Maryland
$83K – – –
ADL
194
Asset Dedication LLC
California
$77K +$2.25K +82 +3%
AIA
195
Alera Investment Advisors
Illinois
$76K -$11.6K -420 -13%
JFGIW
196
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K – – –
IFAM
197
Institutional & Family Asset Management
Colorado
$70K – – –
CMBA
198
C.M. Bidwell & Associates
Hawaii
$69K – – –
SBL
199
Sargent Bickham Lagudis
Colorado
$64K -$35K -1,277 -35%
NWA
200
New World Advisors
Massachusetts
$59K +$59K +2,155 New
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8
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