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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

87 hedge funds and large institutions have $328M invested in WisdomTree US SmallCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
14
Increased
43
Reduced
17
Closed
4
Calls
$620K
Puts
$1.28M
Net Calls
-$663K
Net Calls Change
+$241K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.8M
2
Wells Fargo
2
Wells Fargo
California
$24M
3
PP
3
Palladium Partners
Virginia
$14M
4
U
4
UBS
Switzerland
$35.6M
5
AssetMark Inc
5
AssetMark Inc
California
$3.94M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.45M
2
IT
2
Investors Trust
Texas
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.49M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.8M 794,985 +92,127 +13%
U
2
UBS
Switzerland
$35.6M 567,727 +70,738 +14%
Bank of America
3
Bank of America
North Carolina
$30.5M 486,286 +27,177 +6%
Wells Fargo
4
Wells Fargo
California
$24M 383,208 +88,532 +30%
BUB
5
BBVA USA Bancshares
Texas
$20.3M 324,364 +6,579 +2%
LPL Financial
6
LPL Financial
California
$18.6M 289,813 +2,444 +0.9%
PP
7
Palladium Partners
Virginia
$14M 223,618 +71,153 +47%
HCM
8
Hengehold Capital Management
Ohio
$12.9M 205,827 -4,172 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.3M 179,865 +23,382 +15%
CCMG
10
Clark Capital Management Group
Pennsylvania
$9.05M 144,560 +27,887 +24%
LYV
11
Live Your Vision
Pennsylvania
$8.2M 130,856 +3,770 +3%
ST
12
Spinnaker Trust
Maine
$7.22M 115,305 +8,279 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.14M 82,043 -6,217 -7%
PFM
14
Parsec Financial Management
North Carolina
$4.83M 77,092 -3,225 -4%
UCFA
15
United Capital Financial Advisors
Texas
$4.34M 69,226 -5,642 -8%
AssetMark Inc
16
AssetMark Inc
California
$3.94M 62,937 +62,937 New
EM
17
EnTrustPermal Management
New York
$3.86M 61,578 +61,578 New
JWM
18
Jacobus Wealth Management
Wisconsin
$3.76M 59,980 +20,725 +53%
Creative Planning
19
Creative Planning
Kansas
$3.74M 59,648 +20,157 +51%
B
20
Baird
Wisconsin
$3.5M 55,816 +4,385 +9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.99M 47,797 +6,737 +16%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2.51M 40,083 -1,447 -3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.45M 39,169 -96,606 -71%
BCI
24
Brinker Capital Investments
Pennsylvania
$2.17M 34,591 +3,130 +10%
CW
25
Cobiz Wealth
Colorado
$2.16M 34,455 -1,743 -5%
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