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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

134 hedge funds and large institutions have $485M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
3.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
21
Increased
66
Reduced
29
Closed
15
Calls
–
Puts
$1.58M
Net Calls
-$1.58M
Net Calls Change
+$561K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$20.6M
2
UBS Group
UBS Group
Switzerland
+$14.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.2M
5
PFM
Parsec Financial Management
North Carolina
+$3.81M

Top Sellers

1
BTS
BB&T Securities
Virginia
-$5.61M
2
CA
Cumberland Advisors
Florida
-$4.02M
3
Jane Street
Jane Street
New York
-$3.33M
4
BUB
BBVA USA Bancshares
Texas
-$1.96M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$69.7M +$2.58M +107,508 +4%
UBS Group
2
UBS Group
Switzerland
$52.9M +$14.5M +604,104 +38%
Wells Fargo
3
Wells Fargo
California
$31.8M +$1.68M +70,014 +6%
Bank of America
4
Bank of America
North Carolina
$27.1M +$3.41M +141,978 +14%
BUB
5
BBVA USA Bancshares
Texas
$21.2M -$1.96M -81,495 -8%
UCFA
6
United Capital Financial Advisors
Texas
$20.6M +$20.6M +878,760 New
PP
7
Palladium Partners
Virginia
$19.1M +$697K +29,010 +4%
LPL Financial
8
LPL Financial
California
$17M +$684K +28,491 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17M +$271K +11,283 +2%
Creative Planning
10
Creative Planning
Kansas
$10.2M +$113K +4,683 +1%
HCM
11
Hengehold Capital Management
Ohio
$9.89M +$523K +21,747 +6%
SWM
12
SVA Wealth Management
Wisconsin
$9.1M +$1.87M +78,000 +26%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.59M +$7.86M +327,153 +1,078%
PFM
14
Parsec Financial Management
North Carolina
$8.38M +$3.81M +158,373 +83%
Goldman Sachs
15
Goldman Sachs
New York
$8.23M +$994K +41,358 +14%
GWM
16
Gupta Wealth Management
California
$8.12M +$8.12M +337,869 New
CLA
17
Cranberry Lake Advisors
Texas
$7.53M +$180K +7,500 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.94M +$4.2M +174,801 +153%
SIA
19
Starfire Investment Advisers
Michigan
$6.61M +$6.61M +275,022 New
AssetMark Inc
20
AssetMark Inc
California
$5.83M +$757K +31,518 +15%
JWM
21
Jacobus Wealth Management
Wisconsin
$5.41M +$338K +14,085 +7%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.34M +$2.31M +96,138 +76%
OCG
23
Opus Capital Group
Ohio
$5.29M +$176K +7,308 +3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.87M +$200K +8,328 +4%
EAM
25
Evanson Asset Management
California
$4.72M +$252K +10,503 +6%
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