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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

241 hedge funds and large institutions have $575M invested in WisdomTree US SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-22
Holders Change %
-8.37%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
70
Reduced
115
Closed
38
Calls
$239K
Puts
$6K
Net Calls
+$233K
Net Calls Change
+$244K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.8M
2
PPW
Parcion Private Wealth
Washington
+$2.98M
3
M&T Bank
M&T Bank
New York
+$2.97M
4
HA
HC Advisors
Georgia
+$2.64M
5
PPP
Private Portfolio Partners
New Jersey
+$1.82M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$20.5M
2
Bank of America
Bank of America
North Carolina
-$15.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.81M
4
Morgan Stanley
Morgan Stanley
New York
-$4.95M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.7M -$4.95M -233,618 -10%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$40M +$23.8M +1,122,165 +147%
Creative Planning
3
Creative Planning
Kansas
$33.2M +$1.11M +52,230 +3%
UBS Group
4
UBS Group
Switzerland
$29.3M -$20.5M -967,232 -41%
Bank of America
5
Bank of America
North Carolina
$24.5M -$15.8M -744,447 -39%
M&T Bank
6
M&T Bank
New York
$22.3M +$2.97M +140,439 +15%
UCFA
7
United Capital Financial Advisors
Texas
$21.5M +$189K +8,903 +0.9%
LPL Financial
8
LPL Financial
California
$21.3M +$1.77M +83,746 +9%
Wells Fargo
9
Wells Fargo
California
$20.4M +$795K +37,542 +4%
AssetMark Inc
10
AssetMark Inc
California
$17.9M -$1.81M -85,454 -9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$13.2M +$167K +7,866 +1%
Ameriprise
12
Ameriprise
Minnesota
$11.5M -$1.98M -93,614 -15%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$11.4M -$4.2M -198,262 -27%
VCS
14
Vaughan & Co Securities
New Jersey
$11.3M +$543K +25,623 +5%
EWMCB
15
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.92M +$501K +23,654 +6%
DWM
16
Destination Wealth Management
California
$8.34M +$1.19M +56,159 +17%
KeyBank National Association
17
KeyBank National Association
Ohio
$8.31M +$374K +17,657 +5%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$7.28M +$502K +23,701 +7%
Osaic Holdings
19
Osaic Holdings
Arizona
$6.51M -$505K -23,834 -7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$6.38M +$677K +31,987 +12%
FMLI
21
Fukoku Mutual Life Insurance
Japan
$6.35M – – –
OCG
22
Opus Capital Group
Ohio
$5.93M -$88.5K -4,177 -1%
RJA
23
Raymond James & Associates
Florida
$5.53M -$260K -12,265 -4%
SL
24
Salomon & Ludwin
Virginia
$4.94M -$2.91M -137,549 -37%
CCP
25
Cardan Capital Partners
Colorado
$4.76M +$1.19M +56,401 +33%
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