DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

109 hedge funds and large institutions have $378M invested in WisdomTree US SmallCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
29
Increased
38
Reduced
29
Closed
6
Calls
$359K
Puts
$2.34M
Net Calls
-$1.98M
Net Calls Change
-$1.32M

Top Buyers

1
VCAM
1
Valentine Capital Asset Management
California
$5.67M
2
AP
2
Advisors Preferred
Maryland
$5.41M
3
OCG
3
Opus Capital Group
Ohio
$4.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$57.9M
5
PI
5
Placemark Investments
Illinois
$2.85M

Top Sellers

1
U
1
UBS
Switzerland
$32.7M
2
ST
2
Spinnaker Trust
Maine
$4.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.06M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$8.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.9M 854,684 +59,699 +8%
Bank of America
2
Bank of America
North Carolina
$32.9M 485,104 -1,182 -0.2%
U
3
UBS
Switzerland
$32.7M 482,807 -84,920 -15%
Wells Fargo
4
Wells Fargo
California
$26.4M 388,878 +5,670 +1%
BUB
5
BBVA USA Bancshares
Texas
$23.1M 340,937 +16,573 +5%
LPL Financial
6
LPL Financial
California
$19.4M 286,668 -3,145 -1%
PP
7
Palladium Partners
Virginia
$16M 235,713 +12,095 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14M 206,034 +26,169 +15%
HCM
9
Hengehold Capital Management
Ohio
$13M 191,674 -14,153 -7%
LYV
10
Live Your Vision
Pennsylvania
$8.61M 126,951 -3,905 -3%
CCMG
11
Clark Capital Management Group
Pennsylvania
$8.55M 126,095 -18,465 -13%
VCAM
12
Valentine Capital Asset Management
California
$5.67M 83,655 +83,655 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.47M 80,680 -1,363 -2%
AP
14
Advisors Preferred
Maryland
$5.41M 79,820 +79,820 New
PFM
15
Parsec Financial Management
North Carolina
$5.09M 75,059 -2,033 -3%
ST
16
Spinnaker Trust
Maine
$4.8M 70,766 -44,539 -39%
Creative Planning
17
Creative Planning
Kansas
$4.74M 69,893 +10,245 +17%
JWM
18
Jacobus Wealth Management
Wisconsin
$4.59M 67,770 +7,790 +13%
AssetMark Inc
19
AssetMark Inc
California
$4.38M 64,539 +1,602 +3%
OCG
20
Opus Capital Group
Ohio
$4.3M 63,370 +63,370 New
UCFA
21
United Capital Financial Advisors
Texas
$4.28M 63,056 -6,170 -9%
B
22
Baird
Wisconsin
$3.78M 55,794 -22 -0%
EM
23
EnTrustPermal Management
New York
$3.72M 54,923 -6,655 -11%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.5M 51,565 +3,768 +8%
PI
25
Placemark Investments
Illinois
$2.85M 42,058 +42,058 New
1
2 3 4 5