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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $790M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-5
Holders Change %
-1.99%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
21
Increased
97
Reduced
79
Closed
22
Calls
$407K
Puts
$317K
Net Calls
+$90K
Net Calls Change
-$494K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$16.1M
2
Bank of America
Bank of America
North Carolina
+$8.15M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.08M
5
FAM
Formidable Asset Management
Ohio
+$2.72M

Top Sellers

1
LPL Financial
LPL Financial
California
-$14.6M
2
MWM
Merriman Wealth Management
Washington
-$10.1M
3
HNB
Huntington National Bank
Ohio
-$7.93M
4
JPLA
Joseph P. Lucia & Associates
New York
-$6.16M
5
GFPC
Global Financial Private Capital
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNB
201
Farmers National Bank
Kentucky
$80K +$80K +2,947 New
ADL
202
Asset Dedication LLC
California
$76K – – –
CAL
203
Capital Advisors Ltd
Ohio
$72K -$95.1K -3,500 -57%
JFGIW
204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K – – –
IFAM
205
Institutional & Family Asset Management
Colorado
$69K – – –
CMBA
206
C.M. Bidwell & Associates
Hawaii
$68K – – –
CFGS
207
Concourse Financial Group Securities
Alabama
$66K -$23.9K -876 -27%
SBL
208
Sargent Bickham Lagudis
Colorado
$63K – – –
MWP
209
MYCIO Wealth Partners
Pennsylvania
$57K +$57K +2,097 New
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$56K – – –
WEC
211
Winslow Evans & Crocker
Massachusetts
$52K – – –
VCM
212
Versant Capital Management
Arizona
$52K – – –
TWA
213
TCI Wealth Advisors
Arizona
$50K +$3.52K +131 +8%
KCPG
214
Kavar Capital Partners Group
Kansas
$49K +$49K +1,800 New
AIM
215
Anchor Investment Management
South Carolina
$46.3K – – –
FCFS
216
First Command Financial Services
Texas
$44K +$15.8K +580 +56%
FCB
217
First Command Bank
Texas
$44K +$15.8K +580 +56%
SF
218
Synovus Financial
Georgia
$39K -$17.4K -643 -31%
FCA
219
FinTrust Capital Advisors
South Carolina
$38K +$11K +406 +41%
JCM
220
Jacobi Capital Management
Pennsylvania
$37K +$297 +11 +0.8%
S
221
SignatureFD
Georgia
$31K – – –
BWA
222
BDO Wealth Advisors
Florida
$26K +$213 +8 +0.8%
LFG
223
LifePlan Financial Group
Ohio
$25K -$19.3K -708 -44%
MWC
224
MBM Wealth Consultants
Missouri
$25K – – –
BWM
225
BerganKDV Wealth Management
Minnesota
$24K – – –
7 8
9
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