DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

244 hedge funds and large institutions have $659M invested in WisdomTree US SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
5.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
41
Increased
81
Reduced
86
Closed
31
Calls
$549K
Puts
–
Net Calls
+$549K
Net Calls Change
+$870K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.09M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.96M
3
KeyBank National Association
KeyBank National Association
Ohio
+$2.5M
4
LPL Financial
LPL Financial
California
+$1.95M
5
NB
NBT Bank
New York
+$1.37M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$9.38M
2
Bank of America
Bank of America
North Carolina
-$6.3M
3
CWM
Cornerstone Wealth Management
Missouri
-$6.17M
4
PAG
Private Advisor Group
New Jersey
-$5.9M
5
Morgan Stanley
Morgan Stanley
New York
-$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$69M -$5.1M -207,893 -7%
UBS Group
2
UBS Group
Switzerland
$56.4M +$126K +5,147 +0.2%
LPL Financial
3
LPL Financial
California
$34.7M +$1.95M +79,581 +6%
Bank of America
4
Bank of America
North Carolina
$28.9M -$6.3M -256,808 -18%
Wells Fargo
5
Wells Fargo
California
$26.6M -$1.51M -61,737 -5%
Creative Planning
6
Creative Planning
Kansas
$24.7M +$1.17M +47,667 +5%
UCFA
7
United Capital Financial Advisors
Texas
$21.5M +$283K +11,518 +1%
AssetMark Inc
8
AssetMark Inc
California
$19.9M +$339K +13,801 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17.2M -$443K -18,077 -3%
PFM
10
Parsec Financial Management
North Carolina
$16.8M -$113K -4,598 -0.7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$16.3M +$3.09M +126,007 +23%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.4M -$1.35M -54,998 -9%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$12.3M -$1.78M -72,562 -13%
M&T Bank
14
M&T Bank
New York
$12.1M -$61.4K -2,505 -0.5%
SL
15
Salomon & Ludwin
Virginia
$10.4M +$10.4M +424,853 New
Ameriprise
16
Ameriprise
Minnesota
$9.46M +$50.5K +2,054 +0.5%
OCG
17
Opus Capital Group
Ohio
$9.21M -$59.5K -2,426 -0.6%
PP
18
Palladium Partners
Virginia
$8.43M -$563K -22,937 -6%
EWMCB
19
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$7.75M +$15.7K +641 +0.2%
DWM
20
Destination Wealth Management
California
$7.65M +$141K +5,758 +2%
RJA
21
Raymond James & Associates
Florida
$7.61M -$333K -13,594 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.42M +$166K +6,776 +2%
FMLI
23
Fukoku Mutual Life Insurance
Japan
$7.36M – – –
Baird Financial Group
24
Baird Financial Group
Wisconsin
$7.24M +$1.14M +46,276 +19%
HNB
25
Huntington National Bank
Ohio
$6.99M -$9.38M – –
1
2 3 4 5