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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $790M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-5
Holders Change %
-1.99%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
21
Increased
97
Reduced
79
Closed
22
Calls
$407K
Puts
$317K
Net Calls
+$90K
Net Calls Change
-$494K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$16.1M
2
Bank of America
Bank of America
North Carolina
+$8.15M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.08M
5
FAM
Formidable Asset Management
Ohio
+$2.72M

Top Sellers

1
LPL Financial
LPL Financial
California
-$14.6M
2
MWM
Merriman Wealth Management
Washington
-$10.1M
3
HNB
Huntington National Bank
Ohio
-$7.93M
4
JPLA
Joseph P. Lucia & Associates
New York
-$6.16M
5
GFPC
Global Financial Private Capital
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
176
Atria Investments
North Carolina
$222K -$658K -25,789 -75%
TCM
177
Traynor Capital Management
Pennsylvania
$216K +$5.24K +194 +2%
FIM
178
Fernwood Investment Management
Massachusetts
$215K – – –
MCP
179
Mirador Capital Partners
California
$215K +$215K +7,935 New
WPP
180
Whalerock Point Partners
Rhode Island
$213K – – –
FANJ
181
Financial Architects (New Jersey)
New Jersey
$205K -$44.8K -1,655 -18%
JIC
182
Johnson Investment Counsel
Ohio
$205K +$205K +7,563 New
BW
183
Bison Wealth
Georgia
$204K +$978 +36 +0.5%
FAIM
184
Financial Advocates Investment Management
Washington
$203K -$348K -12,820 -63%
CBN
185
Cadence Bank NA
Texas
$201K -$11.3K -416 -5%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$201K – – –
BFEC
187
Benjamin F. Edwards & Company
Missouri
$183K +$82.2K +3,035 +82%
ESB
188
Essex Savings Bank
Connecticut
$181K +$82.1K +3,024 +83%
US Bancorp
189
US Bancorp
Minnesota
$160K -$44.4K -1,644 -22%
Citigroup
190
Citigroup
New York
$148K -$14.1K -520 -9%
APCM
191
Alaska Permanent Capital Management
Alaska
$141K +$141K +5,230 New
MA
192
MUFG Americas
New York
$138K – – –
PO
193
Private Ocean
California
$122K – – –
ONST
194
Old North State Trust
North Carolina
$111K -$19.9K -735 -15%
APSP
195
Asset Planning Services (Pennsylvania)
Pennsylvania
$104K – – –
POIA
196
Pin Oak Investment Advisors
Texas
$99K +$99K +3,670 New
HWA
197
Heritage Wealth Advisors
Virginia
$94K – – –
PCG
198
Private Capital Group
Connecticut
$92K +$29.1K +978 +46%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$89K +$4.76K +177 +6%
MFT
200
Moisand Fitzgerald Tamayo
Florida
$88K – – –
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8
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