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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

233 hedge funds and large institutions have $732M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+7
Holders Change %
+3.1%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
27
Increased
92
Reduced
75
Closed
17
Calls
$912K
Puts
$216K
Net Calls
+$696K
Net Calls Change
+$249K

Top Buyers

1
SIA
Starfire Investment Advisers
Michigan
+$8.95M
2
LPL Financial
LPL Financial
California
+$3.69M
3
CRC
Curi RMB Capital
Illinois
+$2.94M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.37M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.26M

Top Sellers

1
DWM
Destination Wealth Management
California
-$30.4M
2
SWM
SVA Wealth Management
Wisconsin
-$13.8M
3
Bank of America
Bank of America
North Carolina
-$13.2M
4
HNB
Huntington National Bank
Ohio
-$8.64M
5
Morgan Stanley
Morgan Stanley
New York
-$7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$88M -$7M -255,336 -7%
UBS Group
2
UBS Group
Switzerland
$60.5M +$597K +21,791 +1%
Bank of America
3
Bank of America
North Carolina
$40.4M -$13.2M -483,173 -25%
Wells Fargo
4
Wells Fargo
California
$38M -$1.43M -52,160 -4%
LPL Financial
5
LPL Financial
California
$30.3M +$3.69M +134,785 +14%
UCFA
6
United Capital Financial Advisors
Texas
$24M -$76.1K -2,779 -0.3%
Creative Planning
7
Creative Planning
Kansas
$22.4M +$646K +23,559 +3%
PP
8
Palladium Partners
Virginia
$22.3M +$221K +8,064 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$21.6M -$657K -23,992 -3%
AssetMark Inc
10
AssetMark Inc
California
$20M +$259K +9,467 +1%
PFM
11
Parsec Financial Management
North Carolina
$18.1M +$817K +29,830 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$17.3M +$1.55M +56,490 +10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$14.2M -$86.2K -3,145 -0.6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$13.4M -$927K -33,844 -6%
M&T Bank
15
M&T Bank
New York
$12.9M +$1.24M +45,138 +11%
OCG
16
Opus Capital Group
Ohio
$10.4M -$38.3K -1,398 -0.4%
Ameriprise
17
Ameriprise
Minnesota
$10M +$514K +18,747 +5%
CLA
18
Cranberry Lake Advisors
Texas
$9.35M – – –
CRC
19
Curi RMB Capital
Illinois
$9.14M +$2.94M +107,205 +47%
SIA
20
Starfire Investment Advisers
Michigan
$8.95M +$8.95M +326,609 New
EWMCB
21
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.58M +$282K +10,291 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$8.38M +$1.19M +43,319 +17%
HNB
23
Huntington National Bank
Ohio
$7.49M -$8.64M – –
SWM
24
SVA Wealth Management
Wisconsin
$7.28M -$13.8M -164,295 -65%
CW
25
Cobiz Wealth
Colorado
$6.5M +$330K +12,056 +5%
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