DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

251 hedge funds and large institutions have $782M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
33
Increased
106
Reduced
64
Closed
25
Calls
$584K
Puts
–
Net Calls
+$584K
Net Calls Change
+$35K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.4M
2
MWM
Merriman Wealth Management
Washington
+$10.1M
3
Ameriprise
Ameriprise
Minnesota
+$4.66M
4
RJA
Raymond James & Associates
Florida
+$4.1M
5
KeyBank National Association
KeyBank National Association
Ohio
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.96M
3
SAM
Smithbridge Asset Management
Pennsylvania
-$2.83M
4
FAM
Formidable Asset Management
Ohio
-$2.64M
5
M&T Bank
M&T Bank
New York
-$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$78.6M +$1.15M +41,599 +1%
UBS Group
2
UBS Group
Switzerland
$64.1M +$742K +26,932 +1%
Bank of America
3
Bank of America
North Carolina
$44.8M +$12.4M +449,140 +38%
LPL Financial
4
LPL Financial
California
$41.2M +$2.25M +81,626 +6%
Wells Fargo
5
Wells Fargo
California
$33.1M +$3.28M +119,057 +11%
Creative Planning
6
Creative Planning
Kansas
$29.8M +$2.05M +74,471 +7%
UCFA
7
United Capital Financial Advisors
Texas
$24.5M +$301K +10,934 +1%
AssetMark Inc
8
AssetMark Inc
California
$22.5M +$202K +7,324 +0.9%
PFM
9
Parsec Financial Management
North Carolina
$19.3M +$411K +14,925 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$18.8M -$459K -16,675 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$18.8M +$476K +17,279 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$16.8M +$627K +22,767 +4%
Ameriprise
13
Ameriprise
Minnesota
$15.3M +$4.66M +169,171 +44%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$14.5M +$698K +25,362 +5%
RJA
15
Raymond James & Associates
Florida
$12.6M +$4.1M +149,011 +48%
SL
16
Salomon & Ludwin
Virginia
$11.6M -$104K -3,768 -0.9%
M&T Bank
17
M&T Bank
New York
$11.6M -$2M -72,491 -15%
OCG
18
Opus Capital Group
Ohio
$10.3M -$1.27K -46 -0%
MWM
19
Merriman Wealth Management
Washington
$10.1M +$10.1M +367,078 New
EWMCB
20
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.27M +$565K +20,506 +6%
PP
21
Palladium Partners
Virginia
$9.19M -$272K -9,882 -3%
DWM
22
Destination Wealth Management
California
$8.46M -$137K -4,958 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.36M +$27.8K +1,010 +0.3%
FMLI
24
Fukoku Mutual Life Insurance
Japan
$8.26M – – –
Baird Financial Group
25
Baird Financial Group
Wisconsin
$7.98M -$148K -5,366 -2%
1
2 3 4 5