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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

189 hedge funds and large institutions have $697M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
4.71%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.17%
New
32
Increased
82
Reduced
47
Closed
16
Calls
$1.79M
Puts
$873K
Net Calls
+$917K
Net Calls Change
+$1.76M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.16M
2
Bank of America
Bank of America
North Carolina
+$4.05M
3
SB
Simmons Bank
Arkansas
+$3.46M
4
Wells Fargo
Wells Fargo
California
+$3.43M
5
Morgan Stanley
Morgan Stanley
New York
+$3.42M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
-$20.5M
2
FIG
FundX Investment Group
California
-$15.3M
3
HNB
Huntington National Bank
Ohio
-$9.47M
4
PCM
Pointe Capital Management
Michigan
-$9.01M
5
GIM
Guild Investment Management
California
-$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$96.5M +$3.42M +127,416 +4%
UBS Group
2
UBS Group
Switzerland
$53.4M +$841K +31,302 +2%
Wells Fargo
3
Wells Fargo
California
$43.1M +$3.43M +127,524 +9%
Bank of America
4
Bank of America
North Carolina
$39.6M +$4.05M +150,522 +11%
UCFA
5
United Capital Financial Advisors
Texas
$23.3M -$224K -8,346 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$22.9M +$1.27M +47,085 +6%
LPL Financial
7
LPL Financial
California
$22.6M +$913K +34,383 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$21.1M +$1.5M +55,968 +8%
PP
9
Palladium Partners
Virginia
$20.9M -$35.2K -1,311 -0.2%
Creative Planning
10
Creative Planning
Kansas
$20.7M +$352K +13,083 +2%
PFM
11
Parsec Financial Management
North Carolina
$15.6M +$1.62M +60,303 +12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$15.4M -$348K -12,933 -2%
PV
13
Private Vista
Illinois
$13.4M -$5.03M -184,545 -27%
AssetMark Inc
14
AssetMark Inc
California
$13M +$557K +20,712 +4%
RJA
15
Raymond James & Associates
Florida
$11.5M +$1.41M +52,563 +14%
OCG
16
Opus Capital Group
Ohio
$10.7M -$225K -8,379 -2%
HNB
17
Huntington National Bank
Ohio
$10.6M -$9.47M – –
CLA
18
Cranberry Lake Advisors
Texas
$9.17M +$403K +15,000 +5%
SIA
19
Starfire Investment Advisers
Michigan
$8.74M +$42.2K +1,584 +0.5%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$8.33M +$997K +37,119 +14%
EWMCB
21
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$7.87M +$377K +14,040 +5%
JCM
22
Janney Capital Management
Pennsylvania
$7.69M -$152K -5,646 -2%
JWM
23
Jacobus Wealth Management
Wisconsin
$7.69M +$150K +5,580 +2%
DWM
24
Destination Wealth Management
California
$7.48M +$598K +22,242 +9%
Ameriprise
25
Ameriprise
Minnesota
$7.47M +$4.16M +155,091 +126%
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