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WisdomTree Europe SmallCap Dividend Fund
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Overview Fund Activity

95 hedge funds and large institutions have $396M invested in WisdomTree Europe SmallCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
15
Increased
42
Reduced
17
Closed
12
Calls
$366K
Puts
$9.28M
Net Calls
-$8.92M
Net Calls Change
-$4.37M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$70.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$83.3M
3
Wells Fargo
3
Wells Fargo
California
$16.5M
4
NEIRG
4
New England Investment & Retirement Group
Massachusetts
$9.42M
5
BWM
5
Braver Wealth Management
Massachusetts
$4.05M

Top Sellers

1
PWAG
1
Polaris Wealth Advisory Group
California
$0
2
HI
2
Horizon Investments
North Carolina
$0
3
VC
3
Vicus Capital
Pennsylvania
$2.29M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$0
5
PWPCM
5
Perella Weinberg Partners Capital Management
New York
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
76
Flow Traders U.S.
New York
$161K +$161K +2,819 New
LWCFA
77
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$156K – – –
MAA
78
Managed Account Advisors
New Jersey
$104K +$32.5K +566 +45%
Simplex Trading
79
Simplex Trading
Illinois
$81K -$134K -2,364 -62%
GWA
80
Genesis Wealth Advisors
Massachusetts
$80.2K +$51.7K +904 +181%
CTC
81
Central Trust Company
Missouri
$64K +$10K +175 +19%
RIA
82
Regal Investment Advisors
Michigan
$62K +$47.9K +850 +340%
CFA
83
Carroll Financial Associates
North Carolina
$40K – – –
KA
84
Klingman & Associates
New York
$36K – – –
APSP
85
Asset Planning Services (Pennsylvania)
Pennsylvania
$29K +$29K +504 New
BAM
86
Bruderman Asset Management
New York
$28K +$28K +489 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$18K – – –
JFA
88
JNBA Financial Advisors
Minnesota
$15K – – –
HNB
89
Huntington National Bank
Ohio
$13K – – –
M
90
MOTCO
Texas
$10K – – –
BBPWM
91
Blue Bell Private Wealth Management
Pennsylvania
$9K – – –
FWM
92
Focused Wealth Management
New York
$4K – – –
SSB
93
Sandy Spring Bank
Maryland
$3K – – –
NFG
94
Next Financial Group
Texas
$3K – – –
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140 -$1 -20 -0.8%
PWAG
96
Polaris Wealth Advisory Group
California
– -$12.3M -221,704 Closed
HI
97
Horizon Investments
North Carolina
– -$11.1M -199,454 Closed
HSBC Holdings
98
HSBC Holdings
United Kingdom
– -$5.77M -103,688 Closed
GECH
99
Garnet Equity Capital Holdings
New York
– -$2.78M -50,000 Closed
ACM
100
Aviance Capital Management
Florida
– -$2.43M -43,567 Closed
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