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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

63 hedge funds and large institutions have $189M invested in WisdomTree US SmallCap Earnings Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
20
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$23.6M
2
UBS Group
2
UBS Group
Switzerland
$23.8M
3
CIC
3
Cutler Investment Counsel
Oregon
$4.54M
4
Jane Street
4
Jane Street
New York
$3.51M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.61M
2
Bank of America
2
Bank of America
North Carolina
$13.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.96M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.82M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$987K +$987K +34,848 New
CCA
27
Clearwater Capital Advisors
Illinois
$941K +$58.1K +2,064 +7%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$934K -$193K -6,801 -17%
LIA
29
LBMC Investment Advisors
Tennessee
$889K – – –
FIM
30
Freedom Investment Management
Connecticut
$788K +$6.46K +228 +0.8%
IA
31
IFP Advisors
Florida
$738K -$17.5K -618 -2%
Citigroup
32
Citigroup
New York
$730K -$8.5K -300 -1%
AG
33
Advisor Group
Arizona
$730K +$764 +27 +0.1%
PS
34
Portfolio Solutions
Michigan
$696K -$20.3K -717 -3%
MFS
35
MSI Financial Services
Massachusetts
$646K -$41.9K -1,482 -6%
MWP
36
Moller Wealth Partners
$529K – – –
BHB
37
Bank Hapoalim BM
Israel
$435K -$49.3K -1,740 -10%
PAG
38
Private Advisor Group
New Jersey
$428K – – –
Ameriprise
39
Ameriprise
Minnesota
$322K +$41.3K +1,458 +15%
CWM
40
Concert Wealth Management
California
$304K -$106K -3,774 -26%
PWAP
41
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$293K -$4.24K -150 -1%
LCM
42
LVM Capital Management
Michigan
$269K -$26.5K -963 -9%
Citadel Advisors
43
Citadel Advisors
Florida
$219K +$219K +7,725 New
ADL
44
Asset Dedication LLC
California
$135K – – –
SEI Investments
45
SEI Investments
Pennsylvania
$120K +$120K +4,254 New
NFG
46
Next Financial Group
Texas
$98K +$98K +3,462 New
AWMS
47
Advocacy Wealth Management Services
Georgia
$87K – – –
CPIG
48
Chicago Partners Investment Group
Illinois
$80K – – –
JWA
49
JFS Wealth Advisors
Pennsylvania
$76K – – –
FANJ
50
Financial Architects (New Jersey)
New Jersey
$41K – – –
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