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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

147 hedge funds and large institutions have $441M invested in WisdomTree US SmallCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+13
Holders Change %
+9.7%
% of All Funds
3.86%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
22
Increased
57
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$11.9M
2
PWAG
Polaris Wealth Advisory Group
California
+$2.19M
3
Wells Fargo
Wells Fargo
California
+$1.25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.04M
5
CCS
Crosspoint Capital Strategies
California
+$1.02M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$9.23M
2
Morgan Stanley
Morgan Stanley
New York
-$7.09M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.98M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.66M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.6M -$7.09M -327,567 -11%
UBS Group
2
UBS Group
Switzerland
$37.2M +$920K +42,498 +3%
Wells Fargo
3
Wells Fargo
California
$28.1M +$1.25M +57,729 +5%
LPL Financial
4
LPL Financial
California
$23.2M +$11.9M +558,060 +106%
Bank of America
5
Bank of America
North Carolina
$21.4M -$798K -36,867 -4%
UCFA
6
United Capital Financial Advisors
Texas
$18.6M +$150K +6,945 +0.8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$18.5M +$1.04M +47,823 +6%
PP
8
Palladium Partners
Virginia
$16.2M +$312K +14,406 +2%
PV
9
Private Vista
Illinois
$13.3M +$13.3M +694,263 New
PFM
10
Parsec Financial Management
North Carolina
$10.1M +$636K +29,397 +7%
Creative Planning
11
Creative Planning
Kansas
$9.82M +$266K +12,291 +3%
HCM
12
Hengehold Capital Management
Ohio
$9.24M +$185K +8,535 +2%
SWM
13
SVA Wealth Management
Wisconsin
$9.19M +$279K +12,897 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.32M +$478K +22,089 +6%
CLA
15
Cranberry Lake Advisors
Texas
$8.12M +$812K +37,500 +11%
OCG
16
Opus Capital Group
Ohio
$7.92M +$375K +17,328 +5%
TA
17
TMD & Associates
Arizona
$6.98M +$6.98M +322,422 New
AssetMark Inc
18
AssetMark Inc
California
$6.67M +$87.2K +4,029 +1%
SIA
19
Starfire Investment Advisers
Michigan
$6.06M +$126K +5,820 +2%
GWM
20
Gupta Wealth Management
California
$5.86M -$662K -30,585 -10%
VC
21
Vicus Capital
Pennsylvania
$5.81M +$105K +4,842 +2%
JWM
22
Jacobus Wealth Management
Wisconsin
$5.42M +$227K +10,470 +4%
EWMCB
23
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.39M +$383K +17,715 +8%
BFG
24
Beacon Financial Group
Texas
$4.84M +$474K +21,648 +11%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.72M +$452K +20,874 +11%
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