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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

113 hedge funds and large institutions have $383M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
7
Increased
46
Reduced
34
Closed
8
Calls
$6.19M
Puts
$7.69M
Net Calls
-$1.5M
Net Calls Change
-$3.5M

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.48M
2
OCG
2
Opus Capital Group
Ohio
$4.77M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.96M
4
VCAM
4
Valentine Capital Asset Management
California
$11.1M
5
PI
5
Placemark Investments
Illinois
$6.19M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$24.9M
2
JWM
2
Jacobus Wealth Management
Wisconsin
$4.97M
3
EM
3
EnTrustPermal Management
New York
$0
4
LPL Financial
4
LPL Financial
California
$15.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$323K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.7M 867,075 +19,387 +2%
U
2
UBS
Switzerland
$34M 485,868 +13,137 +3%
Wells Fargo
3
Wells Fargo
California
$30M 428,632 +10,677 +3%
BUB
4
BBVA USA Bancshares
Texas
$25.4M 362,712 +10,009 +3%
Bank of America
5
Bank of America
North Carolina
$24.9M 355,576 -78,306 -18%
PP
6
Palladium Partners
Virginia
$17.6M 251,890 +1,975 +0.8%
LPL Financial
7
LPL Financial
California
$15.5M 222,011 -49,851 -18%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15.2M 217,362 +11,420 +6%
VCAM
9
Valentine Capital Asset Management
California
$11.1M 158,110 +42,590 +37%
CCMG
10
Clark Capital Management Group
Pennsylvania
$8.17M 116,598 -15,400 -12%
Creative Planning
11
Creative Planning
Kansas
$7.42M 105,880 +25,464 +32%
CLA
12
Cranberry Lake Advisors
Texas
$7.14M 102,000 +1,000 +1%
Jane Street
13
Jane Street
New York
$6.48M 92,587 +81,970 +772%
PI
14
Placemark Investments
Illinois
$6.19M 88,335 +28,569 +48%
SWM
15
SVA Wealth Management
Wisconsin
$6.02M 86,017 +6,939 +9%
ST
16
Spinnaker Trust
Maine
$5.65M 80,620 +2,802 +4%
JWM
17
Jacobus Wealth Management
Wisconsin
$4.97M 71,030 -72,475 -51%
OCG
18
Opus Capital Group
Ohio
$4.77M 68,179 +63,014 +1,220%
PFM
19
Parsec Financial Management
North Carolina
$4.65M 66,326 -3,464 -5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.62M 65,904 -6,513 -9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.97M 56,618 +5,033 +10%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.96M 56,473 +53,473 +1,782%
B
23
Baird
Wisconsin
$3.93M 56,121 +650 +1%
UCFA
24
United Capital Financial Advisors
Texas
$3.45M 49,271 -6,076 -11%
AssetMark Inc
25
AssetMark Inc
California
$3.41M 48,622 -6,712 -12%
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