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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

130 hedge funds and large institutions have $416M invested in WisdomTree US SmallCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+12
Holders Change %
+10.17%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
22
Increased
53
Reduced
24
Closed
8
Calls
$441K
Puts
$2.58M
Net Calls
-$2.14M
Net Calls Change
-$4.39M

Top Buyers

1
HCM
Hengehold Capital Management
Ohio
+$8.49M
2
Morgan Stanley
Morgan Stanley
New York
+$6.01M
3
VC
Vicus Capital
Pennsylvania
+$5.71M
4
BTS
BB&T Securities
Virginia
+$5.46M
5
CA
Cumberland Advisors
Florida
+$4.02M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.22M
2
ST
Spinnaker Trust
Maine
-$4.08M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.23M
4
BUB
BBVA USA Bancshares
Texas
-$3.17M
5
GIM
Guild Investment Management
California
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$66M +$6.01M +254,277 +10%
UBS Group
2
UBS Group
Switzerland
$37.8M +$37.8M +1,597,926 New
Wells Fargo
3
Wells Fargo
California
$29.7M -$2.62M -110,937 -8%
Bank of America
4
Bank of America
North Carolina
$23.3M -$272K -11,487 -1%
BUB
5
BBVA USA Bancshares
Texas
$22.8M -$3.17M -134,061 -12%
PP
6
Palladium Partners
Virginia
$18.1M +$184K +7,800 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$16.5M +$1.06M +44,823 +7%
LPL Financial
8
LPL Financial
California
$16.1M +$648K +27,429 +4%
Creative Planning
9
Creative Planning
Kansas
$9.9M +$1.76M +74,343 +22%
BTS
10
BB&T Securities
Virginia
$9.68M +$5.46M +23,085 +129%
HCM
11
Hengehold Capital Management
Ohio
$9.22M +$8.49M +359,211 +1,172%
PI
12
Placemark Investments
Illinois
$9.04M +$2.28M +96,441 +34%
CLA
13
Cranberry Lake Advisors
Texas
$7.23M – – –
Goldman Sachs
14
Goldman Sachs
New York
$7.12M +$3.84M +162,540 +117%
SWM
15
SVA Wealth Management
Wisconsin
$7.11M +$693K +29,331 +11%
VC
16
Vicus Capital
Pennsylvania
$5.95M +$5.71M +241,455 +2,406%
OCG
17
Opus Capital Group
Ohio
$5.03M +$109K +4,590 +2%
JWM
18
Jacobus Wealth Management
Wisconsin
$4.99M -$24.1K -1,020 -0.5%
AssetMark Inc
19
AssetMark Inc
California
$4.99M +$44.8K +1,896 +0.9%
VCAM
20
Valentine Capital Asset Management
California
$4.66M -$1.06M -45,045 -19%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.6M +$312K +13,194 +7%
PFM
22
Parsec Financial Management
North Carolina
$4.5M -$79.8K -3,378 -2%
EAM
23
Evanson Asset Management
California
$4.4M +$1.07M +45,405 +32%
CA
24
Cumberland Advisors
Florida
$4.02M +$4.02M +169,920 New
Jane Street
25
Jane Street
New York
$3.57M +$2.78M +117,522 +352%
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