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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

70 hedge funds and large institutions have $223M invested in WisdomTree US SmallCap Earnings Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
23
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.13M
2
TA
2
TMD & Associates
Arizona
$3.07M
3
Morgan Stanley
3
Morgan Stanley
New York
$33M
4
LPL Financial
4
LPL Financial
California
$3.25M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.94M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
UBS Group
3
UBS Group
Switzerland
$25M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.74M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Clearwater Capital Advisors
Illinois
$1.1M +$10K +306 +0.9%
RJA
27
Raymond James & Associates
Florida
$959K -$327K -10,056 -25%
FIM
28
Freedom Investment Management
Connecticut
$902K -$3.52K -108 -0.4%
IA
29
IFP Advisors
Florida
$880K +$31.9K +981 +4%
AG
30
Advisor Group
Arizona
$879K +$39.8K +1,224 +5%
PS
31
Portfolio Solutions
Michigan
$774K -$26.1K -801 -3%
MFS
32
MSI Financial Services
Massachusetts
$729K -$15K -462 -2%
LIA
33
LBMC Investment Advisors
Tennessee
$726K -$296K -9,087 -29%
Citigroup
34
Citigroup
New York
$721K -$117K -3,600 -14%
MWP
35
Moller Wealth Partners
$609K – – –
UCFA
36
United Capital Financial Advisors
Texas
$579K -$1.04K -96 -0.2%
PAG
37
Private Advisor Group
New Jersey
$502K +$5.39K +165 +1%
BHB
38
Bank Hapoalim BM
Israel
$500K – – –
CWM
39
Concert Wealth Management
California
$492K +$137K +4,161 +38%
FA
40
FDx Advisors
Illinois
$461K +$461K +14,169 New
Ameriprise
41
Ameriprise
Minnesota
$371K +$1.17K +36 +0.3%
PWAP
42
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$337K +$98 +3 +0%
LCM
43
LVM Capital Management
Michigan
$306K -$12.1K -372 -4%
CAS
44
Cue Advisory Services
Arizona
$224K +$224K +6,870 New
ADL
45
Asset Dedication LLC
California
$155K – – –
NFG
46
Next Financial Group
Texas
$113K – – –
AWMS
47
Advocacy Wealth Management Services
Georgia
$100K – – –
CPIG
48
Chicago Partners Investment Group
Illinois
$91K – – –
JWA
49
JFS Wealth Advisors
Pennsylvania
$88K – – –
SBL
50
Sargent Bickham Lagudis
Colorado
$75K – – –
1
2
3