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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

233 hedge funds and large institutions have $732M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+7
Holders Change %
+3.1%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
27
Increased
92
Reduced
75
Closed
17
Calls
$912K
Puts
$216K
Net Calls
+$696K
Net Calls Change
+$249K

Top Buyers

1
SIA
Starfire Investment Advisers
Michigan
+$8.95M
2
LPL Financial
LPL Financial
California
+$3.69M
3
CRC
Curi RMB Capital
Illinois
+$2.94M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.37M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.26M

Top Sellers

1
DWM
Destination Wealth Management
California
-$30.4M
2
SWM
SVA Wealth Management
Wisconsin
-$13.8M
3
Bank of America
Bank of America
North Carolina
-$13.2M
4
HNB
Huntington National Bank
Ohio
-$8.64M
5
Morgan Stanley
Morgan Stanley
New York
-$7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
201
Anchor Investment Management
South Carolina
$46.8K – – –
SEI Investments
202
SEI Investments
Pennsylvania
$46K -$8.82K -325 -16%
TWA
203
TCI Wealth Advisors
Arizona
$46K +$1.37K +50 +3%
PWM
204
Perigon Wealth Management
California
$45K – – –
Manulife (Manufacturers Life Insurance)
205
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45K +$27 +1 +0.1%
LFG
206
LifePlan Financial Group
Ohio
$44K +$44K +1,624 New
VCM
207
Vigilant Capital Management
Maine
$41K +$41K +1,500 New
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$40K -$69.7K -2,528 -64%
WTC
209
WhitTier Trust Company
Nevada
$38K +$38K +1,400 New
WP
210
WealthShield Partners
North Carolina
$35K -$14.8K -546 -30%
PCP
211
Proficio Capital Partners
Massachusetts
$33K – – –
WDL
212
Well Done LLC
Michigan
$30K +$30K +1,095 New
SFM
213
Signet Financial Management
New Jersey
$28K +$28K +1,039 New
BWA
214
BDO Wealth Advisors
Florida
$26K +$26K +942 New
IP
215
Intellectus Partners
California
$25K – – –
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7K – – –
RFC
217
Regions Financial Corp
Alabama
$23K -$11.6K -430 -34%
PFA
218
Pathway Financial Advisors
Vermont
$23K – – –
BFEC
219
Benjamin F. Edwards & Company
Missouri
$22K +$22K +820 New
YWP
220
YorkBridge Wealth Partners
New York
$21K – – –
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$20K -$16.7K -613 -45%
EFSCE
222
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
CFA
223
Carroll Financial Associates
North Carolina
$17K +$17K +621 New
FCFS
224
First Command Financial Services
Texas
$12K +$6.5K +236 +118%
Barclays
225
Barclays
United Kingdom
$12K +$12K +437 New
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