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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

246 hedge funds and large institutions have $790M invested in WisdomTree US SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-5
Holders Change %
-1.99%
% of All Funds
5.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
21
Increased
97
Reduced
79
Closed
22
Calls
$407K
Puts
$317K
Net Calls
+$90K
Net Calls Change
-$494K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$16.1M
2
Bank of America
Bank of America
North Carolina
+$8.15M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.08M
5
FAM
Formidable Asset Management
Ohio
+$2.72M

Top Sellers

1
LPL Financial
LPL Financial
California
-$14.6M
2
MWM
Merriman Wealth Management
Washington
-$10.1M
3
HNB
Huntington National Bank
Ohio
-$7.93M
4
JPLA
Joseph P. Lucia & Associates
New York
-$6.16M
5
GFPC
Global Financial Private Capital
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77.5M +$143K +5,272 +0.2%
UBS Group
2
UBS Group
Switzerland
$62M -$1.03M -37,832 -2%
Bank of America
3
Bank of America
North Carolina
$52.3M +$8.15M +300,717 +18%
Wells Fargo
4
Wells Fargo
California
$34M +$1.38M +51,073 +4%
Creative Planning
5
Creative Planning
Kansas
$30.5M +$1.2M +44,277 +4%
LPL Financial
6
LPL Financial
California
$26M -$14.6M -538,118 -36%
UCFA
7
United Capital Financial Advisors
Texas
$24.4M +$350K +12,894 +1%
AssetMark Inc
8
AssetMark Inc
California
$22.1M -$57.6K -2,124 -0.3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$21.6M +$3.08M +113,582 +17%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19.6M +$1.1M +40,675 +6%
PFM
11
Parsec Financial Management
North Carolina
$18.7M -$295K -10,883 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$17.7M +$1.21M +44,477 +7%
CWM
13
Connecticut Wealth Management
Connecticut
$16.1M +$16.1M +594,026 New
Ameriprise
14
Ameriprise
Minnesota
$15.3M +$191K +7,021 +1%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$14M -$302K -11,136 -2%
RJA
16
Raymond James & Associates
Florida
$12.9M +$474K +17,501 +4%
M&T Bank
17
M&T Bank
New York
$11.8M +$423K +15,619 +4%
SL
18
Salomon & Ludwin
Virginia
$11.3M -$73.9K -2,726 -0.6%
OCG
19
Opus Capital Group
Ohio
$9.99M -$187K -6,888 -2%
EWMCB
20
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.67M +$549K +20,252 +6%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$9.2M +$1.34M +49,506 +17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$9.07M +$848K +31,286 +10%
PP
23
Palladium Partners
Virginia
$8.77M -$281K -10,378 -3%
DWM
24
Destination Wealth Management
California
$8.26M -$65.3K -2,407 -0.8%
FMLI
25
Fukoku Mutual Life Insurance
Japan
$8.13M – – –
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