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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

155 hedge funds and large institutions have $598M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
4.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
20
Increased
75
Reduced
32
Closed
10
Calls
$1.77M
Puts
$1.27M
Net Calls
+$495K
Net Calls Change
+$702K

Top Buyers

1
HCM
Hengehold Capital Management
Ohio
+$9.48M
2
Morgan Stanley
Morgan Stanley
New York
+$8.18M
3
MWM
Merriman Wealth Management
Washington
+$6.45M
4
UBS Group
UBS Group
Switzerland
+$5.67M
5
Creative Planning
Creative Planning
Kansas
+$5.58M

Top Sellers

1
SWM
SVA Wealth Management
Wisconsin
-$4.32M
2
Jane Street
Jane Street
New York
-$4.12M
3
Goldman Sachs
Goldman Sachs
New York
-$3.67M
4
HNB
Huntington National Bank
Ohio
-$3.45M
5
VC
Vicus Capital
Pennsylvania
-$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$73.5M +$8.18M +326,421 +13%
UBS Group
2
UBS Group
Switzerland
$43.3M +$5.67M +226,269 +15%
Wells Fargo
3
Wells Fargo
California
$34.8M +$116K +4,614 +0.3%
Bank of America
4
Bank of America
North Carolina
$27.3M +$2.49M +99,360 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$23.8M +$2.32M +92,526 +11%
UCFA
6
United Capital Financial Advisors
Texas
$21.9M +$292K +11,649 +1%
HCM
7
Hengehold Capital Management
Ohio
$20M +$9.48M +378,156 +90%
PV
8
Private Vista
Illinois
$19.5M +$230K +9,807 +1%
PP
9
Palladium Partners
Virginia
$19.4M +$613K +24,450 +3%
Creative Planning
10
Creative Planning
Kansas
$19.1M +$5.58M +222,666 +41%
FIG
11
FundX Investment Group
California
$16.7M +$1.79M +71,451 +12%
LPL Financial
12
LPL Financial
California
$15.1M +$1.32M +53,502 +10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$13.4M +$2.83M +112,713 +27%
PFM
14
Parsec Financial Management
North Carolina
$12.7M +$272K +10,869 +2%
AssetMark Inc
15
AssetMark Inc
California
$11.2M +$509K +20,310 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.6M +$2.44M +97,374 +30%
OCG
17
Opus Capital Group
Ohio
$10.2M +$292K +11,652 +3%
SIA
18
Starfire Investment Advisers
Michigan
$7.97M +$238K +9,507 +3%
CLA
19
Cranberry Lake Advisors
Texas
$7.71M +$564K +22,500 +8%
EWMCB
20
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.97M +$128K +5,112 +2%
SWM
21
SVA Wealth Management
Wisconsin
$6.91M -$4.32M -172,419 -38%
LYV
22
Live Your Vision
Pennsylvania
$6.64M -$4.06K -162 -0.1%
MWM
23
Merriman Wealth Management
Washington
$6.45M +$6.45M +257,100 New
JWM
24
Jacobus Wealth Management
Wisconsin
$6.21M -$23.6K -942 -0.4%
RJA
25
Raymond James & Associates
Florida
$6.12M +$1.15M +45,795 +23%
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