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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

263 hedge funds and large institutions have $532M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-29
Holders Change %
-9.93%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
30
Increased
75
Reduced
118
Closed
53
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$330K

Top Buyers

1
M&T Bank
M&T Bank
New York
+$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.6M
3
AssetMark Inc
AssetMark Inc
California
+$4.51M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.79M
5
Creative Planning
Creative Planning
Kansas
+$3.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CWM
Connecticut Wealth Management
Connecticut
-$7.7M
3
HNB
Huntington National Bank
Ohio
-$5.61M
4
NEIRG
New England Investment & Retirement Group
Massachusetts
-$4.99M
5
SHA
Seneca House Advisors
Virginia
-$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.1M -$12.3M -683,022 -22%
UBS Group
2
UBS Group
Switzerland
$42.3M +$832K +46,144 +2%
Bank of America
3
Bank of America
North Carolina
$34.3M +$1.33M +73,994 +4%
Creative Planning
4
Creative Planning
Kansas
$27.3M +$3.74M +207,428 +16%
UCFA
5
United Capital Financial Advisors
Texas
$18.1M +$844K +46,854 +5%
AssetMark Inc
6
AssetMark Inc
California
$16.7M +$4.51M +250,198 +37%
Wells Fargo
7
Wells Fargo
California
$16.7M -$2.66M -147,515 -14%
LPL Financial
8
LPL Financial
California
$16.7M -$2.67M -148,402 -14%
M&T Bank
9
M&T Bank
New York
$16.5M +$16.5M +913,916 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$13.8M +$2.49M +138,421 +22%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$13.3M -$873K -48,440 -6%
Ameriprise
12
Ameriprise
Minnesota
$11.5M +$217K +12,069 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$11.1M -$847K -47,022 -7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$9.6M +$9.6M +532,859 New
VCS
15
Vaughan & Co Securities
New Jersey
$9.11M -$357K -19,796 -4%
EWMCB
16
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$7.16M +$210K +11,670 +3%
PFM
17
Parsec Financial Management
North Carolina
$7.04M -$3.42M -189,814 -33%
KeyBank National Association
18
KeyBank National Association
Ohio
$6.76M -$707K -39,220 -9%
SL
19
Salomon & Ludwin
Virginia
$6.68M -$122K -6,766 -2%
DWM
20
Destination Wealth Management
California
$6.08M +$290K +16,104 +5%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$5.77M -$174K -9,676 -3%
FMLI
22
Fukoku Mutual Life Insurance
Japan
$5.41M – – –
Osaic Holdings
23
Osaic Holdings
Arizona
$5.24M +$5.24M +331,078 New
OCG
24
Opus Capital Group
Ohio
$5.12M -$412K -22,882 -7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.93M -$655K -36,335 -12%
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