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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

237 hedge funds and large institutions have $826M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
5.43%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
26
Increased
96
Reduced
70
Closed
22
Calls
$458K
Puts
$779K
Net Calls
-$321K
Net Calls Change
-$760K

Top Buyers

1
FMLI
Fukoku Mutual Life Insurance
Japan
+$8.91M
2
PAG
Private Advisor Group
New Jersey
+$8.71M
3
LPL Financial
LPL Financial
California
+$5.06M
4
Jane Street
Jane Street
New York
+$3.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.44M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$29.9M
2
HNB
Huntington National Bank
Ohio
-$8.38M
3
SIA
Starfire Investment Advisers
Michigan
-$2.51M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$89.7M -$816K -27,455 -0.9%
UBS Group
2
UBS Group
Switzerland
$68.2M +$1.95M +65,482 +3%
Bank of America
3
Bank of America
North Carolina
$42.6M -$1.87M -62,894 -4%
LPL Financial
4
LPL Financial
California
$39.7M +$5.06M +170,334 +15%
Wells Fargo
5
Wells Fargo
California
$34M -$752K -25,327 -2%
Creative Planning
6
Creative Planning
Kansas
$28.5M +$1.74M +58,650 +7%
UCFA
7
United Capital Financial Advisors
Texas
$25.7M +$119K +3,997 +0.5%
AssetMark Inc
8
AssetMark Inc
California
$23.7M +$1.51M +50,660 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$21.3M +$299K +10,065 +1%
PFM
10
Parsec Financial Management
North Carolina
$20.5M +$489K +16,459 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19M +$2.44M +82,115 +15%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$17.1M +$1.24M +41,678 +8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$16M +$110K +3,710 +0.7%
M&T Bank
14
M&T Bank
New York
$14.7M +$164K +5,516 +1%
Ameriprise
15
Ameriprise
Minnesota
$11.4M +$277K +9,325 +2%
OCG
16
Opus Capital Group
Ohio
$11.2M -$30.6K -1,031 -0.3%
PP
17
Palladium Partners
Virginia
$10.9M -$267K -8,986 -2%
CLA
18
Cranberry Lake Advisors
Texas
$10.1M – – –
CRC
19
Curi RMB Capital
Illinois
$10M +$31.9K +1,075 +0.3%
RJA
20
Raymond James & Associates
Florida
$9.61M +$459K +15,448 +5%
HNB
21
Huntington National Bank
Ohio
$9.38M -$8.38M – –
EWMCB
22
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.37M +$12.1K +408 +0.1%
PAG
23
Private Advisor Group
New Jersey
$9.14M +$8.71M +293,314 +2,046%
DWM
24
Destination Wealth Management
California
$9.1M -$462K -15,551 -5%
FMLI
25
Fukoku Mutual Life Insurance
Japan
$8.91M +$8.91M +300,000 New
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