DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

251 hedge funds and large institutions have $782M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
33
Increased
106
Reduced
64
Closed
25
Calls
$584K
Puts
–
Net Calls
+$584K
Net Calls Change
+$35K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.4M
2
MWM
Merriman Wealth Management
Washington
+$10.1M
3
Ameriprise
Ameriprise
Minnesota
+$4.66M
4
RJA
Raymond James & Associates
Florida
+$4.1M
5
KeyBank National Association
KeyBank National Association
Ohio
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.96M
3
SAM
Smithbridge Asset Management
Pennsylvania
-$2.83M
4
FAM
Formidable Asset Management
Ohio
-$2.64M
5
M&T Bank
M&T Bank
New York
-$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
201
Synovus Financial
Georgia
$58K – – –
PCG
202
Private Capital Group
Connecticut
$58K – – –
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$57K +$555 +20 +1%
VCM
204
Versant Capital Management
Arizona
$53K – – –
WEC
205
Winslow Evans & Crocker
Massachusetts
$52K – – –
GAM
206
Gemmer Asset Management
California
$50K +$50K +1,800 New
TWA
207
TCI Wealth Advisors
Arizona
$48K +$1.28K +46 +3%
AIM
208
Anchor Investment Management
South Carolina
$47K – – –
LFG
209
LifePlan Financial Group
Ohio
$45K – – –
JCM
210
Jacobi Capital Management
Pennsylvania
$37K +$54 +2 +0.1%
WP
211
WealthShield Partners
North Carolina
$36K – – –
S
212
SignatureFD
Georgia
$32K – – –
FCB
213
First Command Bank
Texas
$29K +$11.2K +400 +63%
FCFS
214
First Command Financial Services
Texas
$29K +$11.2K +400 +63%
CWA
215
Clarus Wealth Advisors
Arizona
$28K – – –
BWA
216
BDO Wealth Advisors
Florida
$27K +$28 +1 +0.1%
FCA
217
FinTrust Capital Advisors
South Carolina
$27K +$16.6K +613 +160%
MWC
218
MBM Wealth Consultants
Missouri
$26K – – –
BWM
219
BerganKDV Wealth Management
Minnesota
$25K – – –
IP
220
Intellectus Partners
California
$25K +$25K +900 New
RFC
221
Regions Financial Corp
Alabama
$23K – – –
GWMIA
222
Global Wealth Management Investment Advisory
Florida
$21K +$21K +750 New
JHCP
223
Jackson Hole Capital Partners
Oklahoma
$20K +$20K +717 New
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$19.1K – – –
EFSCE
225
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
7 8
9
10 11