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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

63 hedge funds and large institutions have $169M invested in WisdomTree US SmallCap Earnings Fund in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
15
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3D Asset Management
Connecticut
$23.4M
2
Bank of America
2
Bank of America
North Carolina
$16.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.44M
4
SWM
4
SVA Wealth Management
Wisconsin
$16.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$587K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$2.74M
4
LPL Financial
4
LPL Financial
California
$3.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$715K -$855K -33,306 -54%
PS
27
Portfolio Solutions
Michigan
$689K +$689K +26,853 New
FIM
28
Freedom Investment Management
Connecticut
$664K -$30.1K -1,176 -4%
AIG
29
American International Group
New York
$598K -$27.6K -1,077 -4%
Jane Street
30
Jane Street
New York
$587K -$3.77M -146,820 -87%
MFS
31
MSI Financial Services
Massachusetts
$582K -$387K -15,099 -40%
MWP
32
Moller Wealth Partners
$480K – – –
BHB
33
Bank Hapoalim BM
Israel
$438K -$97.5K -3,807 -18%
PAG
34
Private Advisor Group
New Jersey
$398K -$82.7K -3,228 -17%
CWM
35
Concert Wealth Management
California
$379K -$19.1K -735 -5%
VKH
36
Virtu KCG Holdings
New York
$299K -$586K -22,890 -66%
Ameriprise
37
Ameriprise
Minnesota
$290K -$3.76K -147 -1%
LCM
38
LVM Capital Management
Michigan
$285K -$13.5K -525 -5%
CAS
39
Cue Advisory Services
Arizona
$269K -$6.93K -270 -3%
PWAP
40
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$268K -$3.84K -150 -1%
GLRA
41
Gerald L. Ray & Associates
Texas
$258K – – –
ADL
42
Asset Dedication LLC
California
$122K -$45.9K -1,791 -27%
SBL
43
Sargent Bickham Lagudis
Colorado
$90K +$90K +3,495 New
AWMS
44
Advocacy Wealth Management Services
Georgia
$81K +$39.5K +1,542 +95%
CPIG
45
Chicago Partners Investment Group
Illinois
$72K – – –
JWA
46
JFS Wealth Advisors
Pennsylvania
$69K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$37K – – –
KPCM
48
Kings Point Capital Management
New York
$25K – – –
IA
49
IFP Advisors
Florida
$23K -$296K -24,636 -93%
KTC
50
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
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