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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

263 hedge funds and large institutions have $532M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-29
Holders Change %
-9.93%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
30
Increased
75
Reduced
118
Closed
53
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$330K

Top Buyers

1
M&T Bank
M&T Bank
New York
+$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.6M
3
AssetMark Inc
AssetMark Inc
California
+$4.51M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.79M
5
Creative Planning
Creative Planning
Kansas
+$3.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CWM
Connecticut Wealth Management
Connecticut
-$7.7M
3
HNB
Huntington National Bank
Ohio
-$5.61M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$4.99M
5
SHA
Seneca House Advisors
Virginia
-$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$188K +$188K +10,407 New
AT
177
Arden Trust
Delaware
$187K -$24.4K -1,350 -12%
AWCI
178
Alpine Woods Capital Investors
New York
$180K – – –
NFG
179
Next Financial Group
Texas
$174K -$19.5K -1,083 -10%
FNBOSM
180
First National Bank of South Miami
Florida
$174K -$2.42K -134 -1%
OC
181
Oakworth Capital
Alabama
$174K – – –
MA
182
MCF Advisors
Kentucky
$171K – – –
AF
183
Advisornet Financial
Minnesota
$169K -$59.6K -3,310 -26%
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$166K -$85.2K -4,740 -34%
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$161K +$109K +6,056 +211%
JPLA
186
Joseph P. Lucia & Associates
New York
$148K -$13.5K -750 -8%
ADL
187
Asset Dedication LLC
California
$142K +$59.1K +3,294 +71%
GRP
188
Global Retirement Partners
California
$139K -$156K -8,633 -53%
TCOV
189
Trust Company of Vermont
Vermont
$138K -$913 -51 -0.7%
SFS
190
Sowell Financial Services
Arkansas
$134K -$6.24K -345 -4%
BW
191
Bison Wealth
Georgia
$131K +$18.6K +1,037 +17%
FCB
192
First Command Bank
Texas
$128K +$43.3K +2,400 +51%
FCFS
193
First Command Financial Services
Texas
$128K +$43.3K +2,400 +51%
FANJ
194
Financial Architects (New Jersey)
New Jersey
$125K -$11.2K -622 -8%
GWM
195
Geneos Wealth Management
Colorado
$120K -$147K -8,352 -55%
CTC
196
Central Trust Company
Missouri
$118K -$439K -24,370 -79%
IBOK
197
Independence Bank of Kentucky
Kentucky
$118K – – –
OPS
198
Orion Portfolio Solutions
Nebraska
$110K -$14.4K -800 -12%
PO
199
Private Ocean
California
$95K +$13.5K +750 +17%
MA
200
MUFG Americas
New York
$92K – – –
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8
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