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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

59 hedge funds and large institutions have $210M invested in WisdomTree US SmallCap Earnings Fund in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
10
Increased
20
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$21.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.25M
3
LW
3
Linscomb Wealth
Texas
$8.39M
4
GI
4
Gradient Investments
Minnesota
$17M
5
SWM
5
SVA Wealth Management
Wisconsin
$13.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.8M
2
AP
2
Advisors Preferred
Maryland
$0
3
SC
3
Scotia Capital
Ontario, Canada
$0
4
Jane Street
4
Jane Street
New York
$3.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHB
26
Bank Hapoalim BM
Israel
$891K +$166K +6,015 +23%
LIA
27
LBMC Investment Advisors
Tennessee
$874K +$263K +9,558 +43%
AIG
28
American International Group
New York
$839K +$290K +10,515 +53%
HighTower Advisors
29
HighTower Advisors
Illinois
$643K +$643K +23,340 New
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$599K +$4.96K +180 +0.8%
FIM
31
Freedom Investment Management
Connecticut
$529K -$8.44K -306 -2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$505K -$57.8K -2,100 -10%
CWM
33
Concert Wealth Management
California
$466K -$11.1K -420 -2%
PAG
34
Private Advisor Group
New Jersey
$339K +$31.9K +1,158 +10%
BFS
35
Bradley Foster & Sargent
Connecticut
$293K – – –
BBA
36
BLB&B Advisors
Pennsylvania
$284K – – –
GLRA
37
Gerald L. Ray & Associates
Texas
$281K +$281K +10,200 New
LCM
38
LVM Capital Management
Michigan
$269K +$28.6K +1,038 +12%
MFS
39
MSI Financial Services
Massachusetts
$267K -$12.1K -441 -4%
AI
40
Atria Investments
North Carolina
$243K +$243K +8,829 New
CAN
41
Cetera Advisor Networks
California
$239K +$239K +8,733 New
Creative Planning
42
Creative Planning
Kansas
$210K +$51.1K +1,860 +32%
WCM
43
Wisconsin Capital Management
Wisconsin
$208K +$208K +7,563 New
Northern Trust
44
Northern Trust
Illinois
$207K – – –
JWA
45
JFS Wealth Advisors
Pennsylvania
$162K -$729K -26,424 -82%
NES
46
New England Securities
New York
$104K -$14.4K -525 -12%
WRM
47
Westport Resources Management
Connecticut
$53K – – –
BRWA
48
B. Riley Wealth Advisors
Florida
$39K +$39K +1,416 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$29K +$29K +1,053 New
KPCM
50
Kings Point Capital Management
New York
$26K +$26K +960 New
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2
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