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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

244 hedge funds and large institutions have $659M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
5.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
41
Increased
81
Reduced
86
Closed
31
Calls
$549K
Puts
–
Net Calls
+$549K
Net Calls Change
+$870K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.09M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.96M
3
KeyBank National Association
KeyBank National Association
Ohio
+$2.5M
4
LPL Financial
LPL Financial
California
+$1.95M
5
NB
NBT Bank
New York
+$1.37M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$9.38M
2
Bank of America
Bank of America
North Carolina
-$6.3M
3
CWM
Cornerstone Wealth Management
Missouri
-$6.17M
4
PAG
Private Advisor Group
New Jersey
-$5.9M
5
Morgan Stanley
Morgan Stanley
New York
-$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDL
201
Well Done LLC
Michigan
$47K +$47K +1,933 New
CC
202
Claybrook Capital
Massachusetts
$47K +$47K +1,933 New
VCM
203
Versant Capital Management
Arizona
$47K +$47K +1,944 New
WEC
204
Winslow Evans & Crocker
Massachusetts
$46K – – –
AIM
205
Anchor Investment Management
South Carolina
$41.9K – – –
TWA
206
TCI Wealth Advisors
Arizona
$41K – – –
LFG
207
LifePlan Financial Group
Ohio
$40K – – –
WTC
208
WhitTier Trust Company
Nevada
$34K – – –
JCM
209
Jacobi Capital Management
Pennsylvania
$33K +$341 +14 +1%
WP
210
WealthShield Partners
North Carolina
$32K – – –
S
211
SignatureFD
Georgia
$28K +$28K +1,161 New
CWA
212
Clarus Wealth Advisors
Arizona
$25K – – –
BWA
213
BDO Wealth Advisors
Florida
$24K +$248 +10 +1%
MWC
214
MBM Wealth Consultants
Missouri
$23K +$23K +927 New
BWM
215
BerganKDV Wealth Management
Minnesota
$22K -$45.8K -1,872 -68%
EWA
216
ERTS Wealth Advisors
Michigan
$22K +$22K +903 New
RFC
217
Regions Financial Corp
Alabama
$21K -$4.9K -198 -19%
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$17K +$17K +695 New
EFSCE
219
Enterprise Financial Services Corp (EFSC)
Missouri
$16K – – –
FCFS
220
First Command Financial Services
Texas
$16K +$5.03K +200 +46%
FCB
221
First Command Bank
Texas
$16K +$5.03K +200 +46%
MWA
222
Meridian Wealth Advisors
Texas
$16K +$16K +660 New
RWA
223
River Wealth Advisors
Pennsylvania
$13K -$13.2K -533 -50%
KL
224
KWMG LLC
Kansas
$13K – – –
FFW
225
Fusion Family Wealth
New York
$12K -$20.1K -828 -63%
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9
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