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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

134 hedge funds and large institutions have $413M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
134
Holders Change
–
Holders Change %
0%
% of All Funds
3.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
13
Increased
49
Reduced
46
Closed
11
Calls
$511K
Puts
$410K
Net Calls
+$101K
Net Calls Change
+$700K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$7.61M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.45M
4
OCG
4
Opus Capital Group
Ohio
$7.32M
5
OIA
5
Optimum Investment Advisors
Illinois
$1.46M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$11.5M
2
C
2
CFO4Life
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$35.2M
4
Bank of America
4
Bank of America
North Carolina
$21.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$59.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.9M 950,797 -22,662 -2%
UBS Group
2
UBS Group
Switzerland
$35.2M 559,121 -37,176 -6%
Wells Fargo
3
Wells Fargo
California
$26M 413,009 -11,823 -3%
Bank of America
4
Bank of America
North Carolina
$21.5M 341,435 -35,716 -9%
UCFA
5
United Capital Financial Advisors
Texas
$17.9M 284,205 -1,511 -0.5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$17M 269,389 +22,873 +9%
PP
7
Palladium Partners
Virginia
$15.4M 244,857 -21,732 -8%
LPL Financial
8
LPL Financial
California
$11.5M 175,821 -64,984 -27%
Goldman Sachs
9
Goldman Sachs
New York
$11.2M 177,947 +61,412 +53%
Creative Planning
10
Creative Planning
Kansas
$9.27M 147,146 +1,884 +1%
PFM
11
Parsec Financial Management
North Carolina
$9.14M 145,118 +13,228 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.07M 143,910 +20,121 +16%
HCM
13
Hengehold Capital Management
Ohio
$8.78M 139,409 +1,677 +1%
SWM
14
SVA Wealth Management
Wisconsin
$8.65M 137,228 +6,981 +5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$7.61M 120,737 +106,444 +745%
OCG
16
Opus Capital Group
Ohio
$7.32M 116,223 +35,491 +44%
CLA
17
Cranberry Lake Advisors
Texas
$7.09M 112,500 +4,500 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.75M 107,120 -9,530 -8%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$6.45M 102,225 +37,762 +59%
AssetMark Inc
20
AssetMark Inc
California
$6.39M 101,372 +20,989 +26%
GWM
21
Gupta Wealth Management
California
$6.33M 100,471 -6,007 -6%
SIA
22
Starfire Investment Advisers
Michigan
$5.76M 91,374 -625 -0.7%
VC
23
Vicus Capital
Pennsylvania
$5.53M 87,812 +3,302 +4%
JWM
24
Jacobus Wealth Management
Wisconsin
$5.04M 79,970 -405 -0.5%
EWMCB
25
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.85M 77,028 +4,461 +6%
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