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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

53 hedge funds and large institutions have $203M invested in WisdomTree US SmallCap Earnings Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
6
Increased
25
Reduced
13
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$12M
2
Jane Street
2
Jane Street
New York
$4.75M
3
GI
3
Gradient Investments
Minnesota
$14.9M
4
U
4
UBS
Switzerland
$8.7M
5
LW
5
Linscomb Wealth
Texas
$5.27M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$1.58M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.72M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.64M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$878K
5
AIG
5
American International Group
New York
$542K
Name Holding Trade Value Shares
Change 		Shares
Change %
CANC
26
Culbertson A N & Co
Virginia
$1.02M +$3.26K +120 +0.3%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$895K +$44.6K +1,641 +5%
JWA
28
JFS Wealth Advisors
Pennsylvania
$878K -$1.54M -56,625 -64%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$864K +$148K +5,433 +21%
BHB
30
Bank Hapoalim BM
Israel
$716K +$303K +11,145 +73%
LIA
31
LBMC Investment Advisors
Tennessee
$603K – – –
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$586K +$6.36K +234 +1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$556K +$193K +7,083 +53%
AIG
34
American International Group
New York
$542K -$918K -33,759 -63%
FIM
35
Freedom Investment Management
Connecticut
$530K +$12.8K +471 +2%
CWM
36
Concert Wealth Management
California
$480K +$4.79K +180 +1%
PAG
37
Private Advisor Group
New Jersey
$303K +$303K +11,154 New
BFS
38
Bradley Foster & Sargent
Connecticut
$290K – – –
BBA
39
BLB&B Advisors
Pennsylvania
$281K +$4.9K +180 +2%
MFS
40
MSI Financial Services
Massachusetts
$276K -$32.7K -1,203 -11%
LCM
41
LVM Capital Management
Michigan
$237K +$237K +8,730 New
Northern Trust
42
Northern Trust
Illinois
$204K – – –
Creative Planning
43
Creative Planning
Kansas
$157K – – –
NES
44
New England Securities
New York
$117K -$37.5K -1,383 -24%
WRM
45
Westport Resources Management
Connecticut
$52K – – –
Deutsche Bank
46
Deutsche Bank
Germany
$48K +$19.2K +720 +67%
CFA
47
Carroll Financial Associates
North Carolina
$19K – – –
BAM
48
Barrett Asset Management
New York
$18K +$18K +675 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$15K -$10K -360 -40%
CG
50
Colony Group
Massachusetts
$9K – – –
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2
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