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WisdomTree US SmallCap Dividend Fund

175 hedge funds and large institutions have $741M invested in WisdomTree US SmallCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 10 closing their positions.

Holders
175
Holders Change
+20
Holders Change %
+12.9%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.3%
New
33
Increased
69
Reduced
42
Closed
10
Calls
$783K
Puts
$1.63M
Net Calls
-$847K
Net Calls Change
-$1.34M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$95.5M 1,154,748 +177,332 +18%
UBS Group
2
UBS Group
Switzerland
$53.9M 651,986 +76,263 +13%
Wells Fargo
3
Wells Fargo
California
$40.7M 491,665 +29,177 +6%
Bank of America
4
Bank of America
North Carolina
$36.5M 440,659 +78,294 +22%
UCFA
5
United Capital Financial Advisors
Texas
$24.2M 292,102 +693 +0.2%
LPL Financial
6
LPL Financial
California
$22.7M 272,773 +68,674 +34%
HCM
7
Hengehold Capital Management
Ohio
$22.4M 270,624 +4,715 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$22.2M 268,313 -48,085 -15%
PP
9
Palladium Partners
Virginia
$21.5M 259,651 +1,495 +0.6%
Creative Planning
10
Creative Planning
Kansas
$20.9M 252,816 -1,361 -0.5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.1M 243,431 +102,072 +72%
PV
12
Private Vista
Illinois
$18.2M 225,270 -51,354 -19%
FIG
13
FundX Investment Group
California
$18.1M 218,332 -3,512 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$16.2M 195,325 +17,526 +10%
PFM
15
Parsec Financial Management
North Carolina
$14.4M 173,989 +5,740 +3%
AssetMark Inc
16
AssetMark Inc
California
$12.8M 154,523 +5,398 +4%
OCG
17
Opus Capital Group
Ohio
$11.2M 135,507 +230 +0.2%
RJA
18
Raymond James & Associates
Florida
$10.4M 125,554 +44,200 +54%
HNB
19
Huntington National Bank
Ohio
SIA
20
Starfire Investment Advisers
Michigan
$9.01M 108,947 +2,944 +3%
PCM
21
Pointe Capital Management
Michigan
$9.01M 108,947 +108,947 New
CLA
22
Cranberry Lake Advisors
Texas
$9M 108,755 +6,255 +6%
GIM
23
Guild Investment Management
California
$8.61M 104,100 +104,100 New
JCM
24
Janney Capital Management
Pennsylvania
$8.05M 97,286 +97,286 New
JWM
25
Jacobus Wealth Management
Wisconsin
$7.73M 93,493 +10,941 +13%