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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

115 hedge funds and large institutions have $372M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
10
Increased
45
Reduced
36
Closed
4
Calls
$7.79M
Puts
$5.78M
Net Calls
+$2.01M
Net Calls Change
+$3.99M

Top Buyers

1
CLA
Cranberry Lake Advisors
Texas
+$6.89M
2
JWM
Jacobus Wealth Management
Wisconsin
+$5.15M
3
SWM
SVA Wealth Management
Wisconsin
+$2.7M
4
VCAM
Valentine Capital Asset Management
California
+$2.17M
5
Wells Fargo
Wells Fargo
California
+$1.98M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
-$12.4M
2
LYV
Live Your Vision
Pennsylvania
-$6.86M
3
AP
Advisors Preferred
Maryland
-$4.6M
4
OCG
Opus Capital Group
Ohio
-$3.98M
5
Bank of America
Bank of America
North Carolina
-$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.9M -$478K -20,988 -0.8%
U
2
UBS
Switzerland
$32.3M -$688K -30,228 -2%
Bank of America
3
Bank of America
North Carolina
$29.6M -$3.5M -153,666 -11%
Wells Fargo
4
Wells Fargo
California
$28.5M +$1.98M +87,231 +7%
BUB
5
BBVA USA Bancshares
Texas
$24.1M +$803K +35,298 +3%
LPL Financial
6
LPL Financial
California
$18.6M -$1.01M -44,418 -5%
PP
7
Palladium Partners
Virginia
$17.1M +$969K +42,606 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.1M -$6.28K -276 -0%
JWM
9
Jacobus Wealth Management
Wisconsin
$9.76M +$5.15M +227,205 +112%
CCMG
10
Clark Capital Management Group
Pennsylvania
$9.01M +$403K +17,709 +5%
VCAM
11
Valentine Capital Asset Management
California
$7.89M +$2.17M +95,595 +38%
CLA
12
Cranberry Lake Advisors
Texas
$6.89M +$6.89M +303,000 New
Creative Planning
13
Creative Planning
Kansas
$5.49M +$718K +31,569 +15%
SWM
14
SVA Wealth Management
Wisconsin
$5.4M +$2.7M +118,479 +100%
ST
15
Spinnaker Trust
Maine
$5.31M +$481K +21,156 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.94M -$564K -24,789 -10%
PFM
17
Parsec Financial Management
North Carolina
$4.76M -$360K -15,807 -7%
PI
18
Placemark Investments
Illinois
$4.08M +$1.21M +53,124 +42%
EM
19
EnTrustPermal Management
New York
$3.82M +$68.3K +3,000 +2%
B
20
Baird
Wisconsin
$3.79M -$22K -969 -0.6%
UCFA
21
United Capital Financial Advisors
Texas
$3.78M -$526K -23,127 -12%
AssetMark Inc
22
AssetMark Inc
California
$3.78M -$628K -27,615 -14%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.52M +$1.37K +60 +0%
EAM
24
Evanson Asset Management
California
$3M +$747K +32,850 +33%
Stifel Financial
25
Stifel Financial
Missouri
$2.84M +$2.84M +124,725 New
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