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WisdomTree US SmallCap Dividend Fund

226 hedge funds and large institutions have $774M invested in WisdomTree US SmallCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+37
Holders Change %
+19.58%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
54
Increased
80
Reduced
56
Closed
14
Calls
$1.03M
Puts
$581K
Net Calls
+$447K
Net Calls Change
-$990K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M +$1.47M +50,717 +1%
UBS Group
2
UBS Group
Switzerland
$63.5M +$4.75M +163,635 +8%
Bank of America
3
Bank of America
North Carolina
$56.8M -$2.03M -69,714 -3%
Wells Fargo
4
Wells Fargo
California
$41.8M -$41.8K -1,440 -0.1%
LPL Financial
5
LPL Financial
California
$28.2M +$3.24M +111,474 +13%
UCFA
6
United Capital Financial Advisors
Texas
$25.6M -$34.7K -1,194 -0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$23.6M +$91.7K +3,158 +0.4%
PP
8
Palladium Partners
Virginia
$23.4M +$48K +1,653 +0.2%
Creative Planning
9
Creative Planning
Kansas
$23.1M -$114K -3,936 -0.5%
AssetMark Inc
10
AssetMark Inc
California
$20.9M +$2.16M +74,212 +11%
PFM
11
Parsec Financial Management
North Carolina
$18.3M +$510K +17,558 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$16.7M +$812K +27,964 +5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$15.2M +$3.5M +120,378 +30%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$15.1M +$468K +16,118 +3%
M&T Bank
15
M&T Bank
New York
$12.4M +$7.08M +243,662 +133%
OCG
16
Opus Capital Group
Ohio
$11M -$498K -17,133 -4%
Ameriprise
17
Ameriprise
Minnesota
$10.1M +$569K +19,596 +6%
CLA
18
Cranberry Lake Advisors
Texas
$9.91M
DWM
19
Destination Wealth Management
California
$9.19M +$190K +6,534 +2%
EWMCB
20
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.8M -$194K -6,684 -2%
HNB
21
Huntington National Bank
Ohio
$8.64M -$9.66M
PV
22
Private Vista
Illinois
$7.82M -$1.81M -62,148 -19%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$7.62M +$498K +17,131 +7%
SWM
24
SVA Wealth Management
Wisconsin
$7.29M -$260K -8,941 -3%
RJA
25
Raymond James & Associates
Florida
$7.1M +$41.1K +1,415 +0.6%