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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

235 hedge funds and large institutions have $784M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
25
Increased
91
Reduced
75
Closed
21
Calls
$655K
Puts
$216K
Net Calls
+$439K
Net Calls Change
-$257K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12.1M
2
DWM
Destination Wealth Management
California
+$8.34M
3
SWM
SVA Wealth Management
Wisconsin
+$4.5M
4
SMG
Smart Money Group
Texas
+$3.56M
5
FCI
Financial Counselors Inc
Kansas
+$2.98M

Top Sellers

1
PP
Palladium Partners
Virginia
-$12.9M
2
HNB
Huntington National Bank
Ohio
-$7.49M
3
Wells Fargo
Wells Fargo
California
-$6.47M
4
Morgan Stanley
Morgan Stanley
New York
-$4.86M
5
CAI
Capital Advisors Inc
Oklahoma
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
201
Vigilant Capital Management
Maine
$44K – – –
WTC
202
WhitTier Trust Company
Nevada
$41K – – –
JCM
203
Jacobi Capital Management
Pennsylvania
$39K +$39K +1,328 New
WP
204
WealthShield Partners
North Carolina
$38K – – –
PCP
205
Proficio Capital Partners
Massachusetts
$36K – – –
PFGIA
206
Patriot Financial Group Insurance Agency
Massachusetts
$34K -$63.6K -2,177 -65%
RWA
207
River Wealth Advisors
Pennsylvania
$31K +$31K +1,054 New
SFM
208
Signet Financial Management
New Jersey
$29K -$1.97K -66 -6%
BWA
209
BDO Wealth Advisors
Florida
$28K +$177 +6 +0.6%
IP
210
Intellectus Partners
California
$27K – – –
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.7K – – –
RFC
212
Regions Financial Corp
Alabama
$25K – – –
PFA
213
Pathway Financial Advisors
Vermont
$24K – – –
BFEC
214
Benjamin F. Edwards & Company
Missouri
$24K +$87 +3 +0.4%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$22K -$192K -6,452 -90%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$22K – – –
EFSCE
217
Enterprise Financial Services Corp (EFSC)
Missouri
$20K – – –
CFA
218
Carroll Financial Associates
North Carolina
$18K – – –
FCB
219
First Command Bank
Texas
$13K – – –
FCFS
220
First Command Financial Services
Texas
$13K – – –
CWA
221
Clarus Wealth Advisors
Arizona
$12K +$12K +440 New
HCM
222
Highlander Capital Management
New Jersey
$11K – – –
Manulife (Manufacturers Life Insurance)
223
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K -$40.2K -1,312 -80%
WCM
224
Wealthcare Capital Management
Virginia
$10K – – –
HH
225
HWG Holdings
Texas
$9K +$9K +318 New
7 8
9
10 11