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WisdomTree US SmallCap Dividend Fund

143 hedge funds and large institutions have $456M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
3.82%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
11
Increased
55
Reduced
54
Closed
13
Calls
Puts
$845K
Net Calls
-$845K
Net Calls Change
-$845K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.7M -$2.12M -92,487 -4%
UBS Group
2
UBS Group
Switzerland
$33.1M -$6.33M -276,477 -16%
Wells Fargo
3
Wells Fargo
California
$31.9M +$2.22M +96,837 +7%
LPL Financial
4
LPL Financial
California
$24.4M +$136K +6,060 +0.6%
Bank of America
5
Bank of America
North Carolina
$21.4M -$1.25M -54,498 -6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$20.4M +$786K +34,323 +4%
UCFA
7
United Capital Financial Advisors
Texas
$19.9M +$177K +7,710 +0.9%
PV
8
Private Vista
Illinois
$18.7M +$2.37M +100,986 +15%
PP
9
Palladium Partners
Virginia
$17.2M +$46.9K +2,049 +0.3%
Creative Planning
10
Creative Planning
Kansas
$11.8M +$1.44M +63,018 +14%
PFM
11
Parsec Financial Management
North Carolina
$11M +$382K +16,671 +4%
AssetMark Inc
12
AssetMark Inc
California
$10.5M +$3.42M +149,400 +48%
SWM
13
SVA Wealth Management
Wisconsin
$10.3M +$565K +24,669 +6%
HCM
14
Hengehold Capital Management
Ohio
$9.79M +$13.3K +582 +0.1%
OCG
15
Opus Capital Group
Ohio
$9.01M +$625K +27,276 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$8.53M -$275K -11,988 -3%
SIA
17
Starfire Investment Advisers
Michigan
$6.65M +$234K +10,200 +4%
CLA
18
Cranberry Lake Advisors
Texas
$6.53M -$2.06M -90,000 -24%
Goldman Sachs
19
Goldman Sachs
New York
$6.4M +$3.94M +172,101 +161%
EWMCB
20
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6M +$303K +13,236 +5%
GWM
21
Gupta Wealth Management
California
$5.94M -$263K -11,463 -4%
JWM
22
Jacobus Wealth Management
Wisconsin
$5.71M -$25.8K -1,125 -0.4%
BFG
23
Beacon Financial Group
Texas
$5.1M +$55.8K +2,439 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.92M -$83.6K -3,648 -2%
TA
25
TMD & Associates
Arizona
$4.42M -$2.97M -129,567 -40%