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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

48 hedge funds and large institutions have $183M invested in WisdomTree US SmallCap Earnings Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
22
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$19.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.4M
3
Wells Fargo
3
Wells Fargo
California
$15.4M
4
SG Americas Securities
4
SG Americas Securities
New York
$5.48M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.78M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
FAAS
2
First Allied Advisory Services
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.75M
4
MWP
4
Moller Wealth Partners
$1.61M
5
EIA
5
Edgemoor Investment Advisors
Maryland
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Scotia Capital
Ontario, Canada
$620K +$620K +22,803 New
LIA
27
LBMC Investment Advisors
Tennessee
$604K +$22.9K +840 +4%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$580K +$207K +7,626 +56%
FIM
29
Freedom Investment Management
Connecticut
$518K -$4.9K -180 -0.9%
CWM
30
Concert Wealth Management
California
$483K +$10.6K +390 +2%
BHB
31
Bank Hapoalim BM
Israel
$413K +$413K +15,192 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$363K +$47.2K +1,737 +15%
UCFA
33
United Capital Financial Advisors
Texas
$361K -$9.38K -345 -3%
SWM
34
SVA Wealth Management
Wisconsin
$349K +$349K +12,843 New
MFS
35
MSI Financial Services
Massachusetts
$309K -$25.1K -924 -8%
BFS
36
Bradley Foster & Sargent
Connecticut
$290K -$74.7K -2,745 -20%
BBA
37
BLB&B Advisors
Pennsylvania
$276K -$31K -1,140 -10%
Northern Trust
38
Northern Trust
Illinois
$204K +$204K +7,500 New
Creative Planning
39
Creative Planning
Kansas
$157K +$25.6K +942 +19%
NES
40
New England Securities
New York
$155K -$10.9K -399 -7%
WRM
41
Westport Resources Management
Connecticut
$52K – – –
Deutsche Bank
42
Deutsche Bank
Germany
$29K -$19.3K -720 -40%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$24K +$24K +900 New
CFA
44
Carroll Financial Associates
North Carolina
$19K – – –
CEMP
45
Compass Efficient Model Portfolios
Tennessee
$15K -$39.3K -1,407 -72%
CG
46
Colony Group
Massachusetts
$9K +$9K +330 New
VIA
47
Vantage Investment Advisors
Pennsylvania
$9K +$9K +339 New
TRCT
48
Tower Research Capital (TRC)
New York
$5K +$5K +174 New
Goldman Sachs
49
Goldman Sachs
New York
– -$438K -17,766 Closed
FAAS
50
First Allied Advisory Services
California
– -$238K -9,585 Closed
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