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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

134 hedge funds and large institutions have $454M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
134
Holders Change
–
Holders Change %
0%
% of All Funds
3.61%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
16
Increased
55
Reduced
40
Closed
13
Calls
$444K
Puts
$1.04M
Net Calls
-$599K
Net Calls Change
+$980K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.54M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.23M
3
EWMCB
3
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.72M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.52M

Top Sellers

1
BUB
1
BBVA USA Bancshares
Texas
$243K
2
UBS Group
2
UBS Group
Switzerland
$42M
3
HNB
3
Huntington National Bank
Ohio
$3.01M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
VCAM
5
Valentine Capital Asset Management
California
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$68.6M 973,459 +6,685 +0.7%
UBS Group
2
UBS Group
Switzerland
$42M 596,297 -137,713 -19%
Wells Fargo
3
Wells Fargo
California
$29.9M 424,832 -16,629 -4%
Bank of America
4
Bank of America
North Carolina
$26.6M 377,151 +1,836 +0.5%
UCFA
5
United Capital Financial Advisors
Texas
$20.1M 285,716 -7,204 -2%
PP
6
Palladium Partners
Virginia
$18.8M 266,589 +2,092 +0.8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$17.4M 246,516 +10,393 +4%
LPL Financial
8
LPL Financial
California
$16.9M 240,805 +4,340 +2%
Creative Planning
9
Creative Planning
Kansas
$10.2M 145,262 +4,177 +3%
HCM
10
Hengehold Capital Management
Ohio
$9.7M 137,732 +526 +0.4%
PFM
11
Parsec Financial Management
North Carolina
$9.29M 131,890 +15,669 +13%
SWM
12
SVA Wealth Management
Wisconsin
$9.18M 130,247 +3,943 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.72M 123,789 +27,487 +29%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.22M 116,650 -2,519 -2%
Goldman Sachs
15
Goldman Sachs
New York
$8.21M 116,535 +2,403 +2%
CLA
16
Cranberry Lake Advisors
Texas
$7.61M 108,000 +3,500 +3%
GWM
17
Gupta Wealth Management
California
$7.5M 106,478 -6,145 -5%
SIA
18
Starfire Investment Advisers
Michigan
$6.48M 91,999 +325 +0.4%
VC
19
Vicus Capital
Pennsylvania
$5.95M 84,510 -3,188 -4%
OCG
20
Opus Capital Group
Ohio
$5.69M 80,732 +7,375 +10%
AssetMark Inc
21
AssetMark Inc
California
$5.66M 80,383 -458 -0.6%
JWM
22
Jacobus Wealth Management
Wisconsin
$5.66M 80,375 +5,350 +7%
EAM
23
Evanson Asset Management
California
$5.12M 72,684 +7,181 +11%
EWMCB
24
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.11M 72,567 +31,458 +77%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.63M 65,671 -1,952 -3%
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