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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

292 hedge funds and large institutions have $867M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+46
Holders Change %
+18.7%
% of All Funds
5.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
59
Increased
97
Reduced
84
Closed
9
Calls
$525K
Puts
$206K
Net Calls
+$319K
Net Calls Change
+$119K

Top Buyers

1
BFPW
BOK Financial Private Wealth
Colorado
+$6.4M
2
LPL Financial
LPL Financial
California
+$3.75M
3
Creative Planning
Creative Planning
Kansas
+$3.29M
4
Morgan Stanley
Morgan Stanley
New York
+$2.74M
5
AAS
Avantax Advisory Services
Texas
+$1.91M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$12.4M
2
HNB
Huntington National Bank
Ohio
-$5.47M
3
Bank of America
Bank of America
North Carolina
-$2.55M
4
PFM
Parsec Financial Management
North Carolina
-$2.41M
5
PP
Palladium Partners
Virginia
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
176
Synovus Financial
Georgia
$307K +$266K +9,264 +643%
AW
177
ACG Wealth
Georgia
$306K +$306K +10,670 New
WWM
178
Western Wealth Management
Colorado
$304K – – –
1WA
179
180 Wealth Advisors
Washington
$291K +$291K +10,197 New
AWCI
180
Alpine Woods Capital Investors
New York
$287K – – –
SFG
181
Sowa Financial Group
Rhode Island
$284K +$284K +9,899 New
WP
182
WealthSource Partners
California
$282K – – –
FNBOSM
183
First National Bank of South Miami
Florida
$280K – – –
HIA
184
Harbor Investment Advisory
Maryland
$275K +$275K +9,605 New
OC
185
Oakworth Capital
Alabama
$274K -$94.5K -3,340 -26%
MA
186
MCF Advisors
Kentucky
$272K – – –
1IA
187
1834 Investment Advisors
Wisconsin
$268K -$3.16K -110 -1%
RI
188
Rudd International
Florida
$260K -$9.12K -319 -3%
MFS
189
Madrona Financial Services
Washington
$260K – – –
AI
190
Atria Investments
North Carolina
$257K +$3.58K +125 +1%
JPLA
191
Joseph P. Lucia & Associates
New York
$257K +$10K +350 +4%
I
192
IberiaBank
Louisiana
$253K +$253K +8,822 New
FG
193
Fiduciary Group
Georgia
$252K – – –
JIC
194
Johnson Investment Counsel
Ohio
$250K -$43K -1,500 -15%
CWM
195
Circle Wealth Management
New Jersey
$248K +$2.29K +80 +0.9%
FLPIM
196
F.L. Putnam Investment Management
Massachusetts
$242K -$17K -592 -7%
BCMO
197
Buckingham Capital Management (Ohio)
Ohio
$230K +$5.51K +192 +2%
SMG
198
Smart Money Group
Texas
$226K -$863K -29,958 -79%
WPP
199
Whalerock Point Partners
Rhode Island
$226K – – –
TCOV
200
Trust Company of Vermont
Vermont
$223K -$10.5K -366 -5%
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