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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

237 hedge funds and large institutions have $826M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
5.43%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
26
Increased
96
Reduced
70
Closed
22
Calls
$458K
Puts
$779K
Net Calls
-$321K
Net Calls Change
-$760K

Top Buyers

1
FMLI
Fukoku Mutual Life Insurance
Japan
+$8.91M
2
PAG
Private Advisor Group
New Jersey
+$8.71M
3
LPL Financial
LPL Financial
California
+$5.06M
4
Jane Street
Jane Street
New York
+$3.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.44M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$29.9M
2
HNB
Huntington National Bank
Ohio
-$8.38M
3
SIA
Starfire Investment Advisers
Michigan
-$2.51M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
201
TCI Wealth Advisors
Arizona
$50K – – –
NFG
202
Next Financial Group
Texas
$50K +$50K +1,678 New
LFG
203
LifePlan Financial Group
Ohio
$48K – – –
WTC
204
WhitTier Trust Company
Nevada
$42K – – –
JCM
205
Jacobi Capital Management
Pennsylvania
$40K +$417 +14 +1%
FFW
206
Fusion Family Wealth
New York
$39K -$29.4K -996 -43%
WP
207
WealthShield Partners
North Carolina
$38K – – –
CFGS
208
Concourse Financial Group Securities
Alabama
$38K +$38K +1,288 New
RWA
209
River Wealth Advisors
Pennsylvania
$31K +$117 +4 +0.4%
RFC
210
Regions Financial Corp
Alabama
$31K +$5.86K +198 +23%
RMAM
211
Raab & Moskowitz Asset Management
New Jersey
$31K +$31K +1,077 New
CWA
212
Clarus Wealth Advisors
Arizona
$30K +$16.8K +560 +127%
BFEC
213
Benjamin F. Edwards & Company
Missouri
$29K +$4.6K +155 +19%
SFM
214
Signet Financial Management
New Jersey
$28K -$708 -24 -2%
BWA
215
BDO Wealth Advisors
Florida
$28K +$292 +10 +1%
IP
216
Intellectus Partners
California
$27K – – –
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$22K – – –
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$22K – – –
EFSCE
219
Enterprise Financial Services Corp (EFSC)
Missouri
$20K – – –
KL
220
KWMG LLC
Kansas
$15K +$7.24K +249 +93%
FCB
221
First Command Bank
Texas
$13K – – –
FCFS
222
First Command Financial Services
Texas
$13K – – –
HCM
223
Highlander Capital Management
New Jersey
$11K – – –
WCM
224
Wealthcare Capital Management
Virginia
$10K – – –
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.91K -$17.8K -600 -67%
7 8
9
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