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WisdomTree US SmallCap Dividend Fund

189 hedge funds and large institutions have $724M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-6
Holders Change %
-3.08%
% of All Funds
4.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
18
Increased
70
Reduced
64
Closed
19
Calls
$1.84M
Puts
$403K
Net Calls
+$1.44M
Net Calls Change
+$877K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$95.7M -$5.54M -197,799 -5%
Bank of America
2
Bank of America
North Carolina
$56.8M +$7.71M +275,139 +16%
UBS Group
3
UBS Group
Switzerland
$56.6M +$657K +23,445 +1%
Wells Fargo
4
Wells Fargo
California
$40.4M -$7.47M -266,634 -16%
UCFA
5
United Capital Financial Advisors
Texas
$24.7M +$293K +10,476 +1%
LPL Financial
6
LPL Financial
California
$24.1M +$490K +17,502 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$22.6M +$209K +7,455 +0.9%
PP
8
Palladium Partners
Virginia
$22.5M +$290K +10,356 +1%
Creative Planning
9
Creative Planning
Kansas
$22.4M -$230K -8,214 -1%
AssetMark Inc
10
AssetMark Inc
California
$18.1M +$3M +106,989 +20%
PFM
11
Parsec Financial Management
North Carolina
$17.2M +$253K +9,018 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15.3M -$5.45M -194,628 -26%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$14.1M -$2.21M -78,924 -14%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$11.3M +$2.52M +90,069 +29%
OCG
15
Opus Capital Group
Ohio
$11.1M -$41.9K -1,497 -0.4%
HNB
16
Huntington National Bank
Ohio
$9.66M -$10.5M
CLA
17
Cranberry Lake Advisors
Texas
$9.56M
SIA
18
Starfire Investment Advisers
Michigan
$9.31M +$10.9K +390 +0.1%
PV
19
Private Vista
Illinois
$9.28M -$1.34M -47,841 -13%
Ameriprise
20
Ameriprise
Minnesota
$9.19M +$1.55M +55,293 +20%
JWM
21
Jacobus Wealth Management
Wisconsin
$9.02M +$411K +14,670 +5%
DWM
22
Destination Wealth Management
California
$8.68M +$412K +14,721 +5%
EWMCB
23
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.67M +$551K +19,662 +7%
SWM
24
SVA Wealth Management
Wisconsin
$7.28M +$9.08K +324 +0.1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.87M +$462K +16,482 +7%