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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

235 hedge funds and large institutions have $784M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
25
Increased
91
Reduced
75
Closed
21
Calls
$655K
Puts
$216K
Net Calls
+$439K
Net Calls Change
-$257K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12.1M
2
DWM
Destination Wealth Management
California
+$8.34M
3
SWM
SVA Wealth Management
Wisconsin
+$4.5M
4
SMG
Smart Money Group
Texas
+$3.56M
5
FCI
Financial Counselors Inc
Kansas
+$2.98M

Top Sellers

1
PP
Palladium Partners
Virginia
-$12.9M
2
HNB
Huntington National Bank
Ohio
-$7.49M
3
Wells Fargo
Wells Fargo
California
-$6.47M
4
Morgan Stanley
Morgan Stanley
New York
-$4.86M
5
CAI
Capital Advisors Inc
Oklahoma
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$90.4M -$4.86M -163,951 -5%
UBS Group
2
UBS Group
Switzerland
$66.1M +$619K +20,881 +0.9%
Bank of America
3
Bank of America
North Carolina
$44.4M +$732K +24,685 +2%
Wells Fargo
4
Wells Fargo
California
$34.7M -$6.47M -218,060 -16%
LPL Financial
5
LPL Financial
California
$34.5M +$1.75M +58,986 +5%
Creative Planning
6
Creative Planning
Kansas
$26.7M +$2.41M +81,176 +10%
UCFA
7
United Capital Financial Advisors
Texas
$25.6M -$450K -15,187 -2%
AssetMark Inc
8
AssetMark Inc
California
$22.1M +$453K +15,277 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$21M -$2.38M -80,175 -10%
PFM
10
Parsec Financial Management
North Carolina
$20M +$369K +12,443 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.6M -$2.16M -72,899 -12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$15.9M +$523K +17,630 +3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$15.8M +$1.29M +43,666 +9%
M&T Bank
14
M&T Bank
New York
$14.5M +$523K +17,654 +4%
CWM
15
Cornerstone Wealth Management
Missouri
$12.5M +$12.1M +360,011 +2,890%
OCG
16
Opus Capital Group
Ohio
$11.2M +$3.05K +103 +0%
PP
17
Palladium Partners
Virginia
$11.1M -$12.9M -436,537 -54%
Ameriprise
18
Ameriprise
Minnesota
$11M +$199K +6,791 +2%
CLA
19
Cranberry Lake Advisors
Texas
$10.1M – – –
CRC
20
Curi RMB Capital
Illinois
$9.97M +$78.4K +2,645 +0.8%
DWM
21
Destination Wealth Management
California
$9.54M +$8.34M +281,361 +696%
SIA
22
Starfire Investment Advisers
Michigan
$9.45M -$233K -7,872 -2%
EWMCB
23
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.34M +$51.2K +1,727 +0.6%
RJA
24
Raymond James & Associates
Florida
$9.14M +$2.41M +81,169 +36%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.97M -$89.2K -3,007 -1%
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