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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

78 hedge funds and large institutions have $278M invested in WisdomTree US SmallCap Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 78 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
78
Holders Change
+78
Holders Change %
–
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
78
Increased
–
Reduced
–
Closed
–
Calls
$362K
Puts
$1.27M
Net Calls
-$904K
Net Calls Change
-$904K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$41M
2
U
2
UBS
Switzerland
$29M
3
Bank of America
3
Bank of America
North Carolina
$26.8M
4
BUB
4
BBVA USA Bancshares
Texas
$18.5M
5
Wells Fargo
5
Wells Fargo
California
$17.2M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41M 702,858 +702,858 New
U
2
UBS
Switzerland
$29M 496,989 +496,989 New
Bank of America
3
Bank of America
North Carolina
$26.8M 459,109 +459,109 New
BUB
4
BBVA USA Bancshares
Texas
$18.5M 317,785 +317,785 New
Wells Fargo
5
Wells Fargo
California
$17.2M 294,676 +294,676 New
LPL Financial
6
LPL Financial
California
$16.8M 287,369 +287,369 New
HCM
7
Hengehold Capital Management
Ohio
$12.3M 209,999 +209,999 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.13M 156,483 +156,483 New
PP
9
Palladium Partners
Virginia
$8.9M 152,465 +152,465 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$7.92M 135,775 +135,775 New
LYV
11
Live Your Vision
Pennsylvania
$7.74M 127,086 +127,086 New
CCMG
12
Clark Capital Management Group
Pennsylvania
$6.81M 116,673 +116,673 New
ST
13
Spinnaker Trust
Maine
$6.25M 107,026 +107,026 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.15M 88,260 +88,260 New
PFM
15
Parsec Financial Management
North Carolina
$4.69M 80,317 +80,317 New
GF
16
Genworth Financial
Virginia
$4.39M 75,257 +75,257 New
UCFA
17
United Capital Financial Advisors
Texas
$4.37M 74,868 +74,868 New
IT
18
Investors Trust
Texas
$3.16M 54,183 +54,183 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.14M 53,829 +53,829 New
B
20
Baird
Wisconsin
$3M 51,431 +51,431 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.42M 41,530 +41,530 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.41M 41,271 +41,271 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.4M 41,060 +41,060 New
Creative Planning
24
Creative Planning
Kansas
$2.3M 39,491 +39,491 New
JWM
25
Jacobus Wealth Management
Wisconsin
$2.29M 39,255 +39,255 New
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