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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

195 hedge funds and large institutions have $709M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
24
Increased
81
Reduced
57
Closed
17
Calls
$1.54M
Puts
$982K
Net Calls
+$560K
Net Calls Change
-$357K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.48M
2
LPT
Legacy Private Trust
Wisconsin
+$4.28M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$3.12M
4
Wells Fargo
Wells Fargo
California
+$2.83M
5
TRCT
Tower Research Capital (TRC)
New York
+$2.06M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$10.6M
2
AWS
AJ Wealth Strategies
New York
-$3.68M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.18M
4
PV
Private Vista
Illinois
-$3.07M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$97M +$598K +22,296 +0.6%
UBS Group
2
UBS Group
Switzerland
$53.6M +$312K +11,634 +0.6%
Bank of America
3
Bank of America
North Carolina
$47M +$7.48M +278,643 +19%
Wells Fargo
4
Wells Fargo
California
$45.8M +$2.83M +105,438 +7%
UCFA
5
United Capital Financial Advisors
Texas
$23.4M +$76.6K +2,856 +0.3%
LPL Financial
6
LPL Financial
California
$22.6M -$289K -10,788 -1%
Creative Planning
7
Creative Planning
Kansas
$21.7M +$954K +35,571 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$21.5M -$1.37M -50,964 -6%
PP
9
Palladium Partners
Virginia
$21.2M +$384K +14,325 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$19.9M -$1.2M -44,820 -6%
PFM
11
Parsec Financial Management
North Carolina
$16.2M +$611K +22,782 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$15.6M +$275K +10,236 +2%
AssetMark Inc
13
AssetMark Inc
California
$14.5M +$1.48M +55,149 +11%
RJA
14
Raymond James & Associates
Florida
$12.3M +$821K +30,609 +7%
OCG
15
Opus Capital Group
Ohio
$10.7M +$16.7K +624 +0.2%
HNB
16
Huntington National Bank
Ohio
$10.5M -$10.6M – –
PV
17
Private Vista
Illinois
$10.4M -$3.07M -112,233 -23%
CLA
18
Cranberry Lake Advisors
Texas
$9.16M – – –
SIA
19
Starfire Investment Advisers
Michigan
$8.9M +$93.6K +3,489 +1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$8.4M +$84.7K +3,159 +1%
JWM
21
Jacobus Wealth Management
Wisconsin
$8.25M +$572K +21,315 +7%
DWM
22
Destination Wealth Management
California
$7.92M +$450K +16,788 +6%
EWMCB
23
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$7.78M -$82.8K -3,087 -1%
Ameriprise
24
Ameriprise
Minnesota
$7.72M -$166K -5,850 -2%
JCM
25
Janney Capital Management
Pennsylvania
$7.57M -$105K -3,930 -1%
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