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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

72 hedge funds and large institutions have $246M invested in WisdomTree US SmallCap Earnings Fund in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
28
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$30.1M
2
Wells Fargo
2
Wells Fargo
California
$9.45M
3
3AM
3
3D Asset Management
Connecticut
$31.4M
4
Jane Street
4
Jane Street
New York
$2.16M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.75M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.64M
3
CWM
3
Concert Wealth Management
California
$492K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$1.76M
5
Goldman Sachs
5
Goldman Sachs
New York
$611K
Name Holding Trade Value Shares
Change 		Shares
Change %
GLRA
26
Gerald L. Ray & Associates
Texas
$1.18M -$78.4K -2,434 -6%
FHC
27
First Heartland Consultants
Missouri
$1.04M +$1.04M +32,423 New
Citigroup
28
Citigroup
New York
$975K +$261K +8,102 +37%
AIA
29
Allegis Investment Advisors
Idaho
$966K +$966K +29,997 New
IA
30
IFP Advisors
Florida
$929K +$57.2K +1,774 +7%
FIM
31
Freedom Investment Management
Connecticut
$903K +$10.7K +331 +1%
AG
32
Advisor Group
Arizona
$842K -$27.8K -862 -3%
PS
33
Portfolio Solutions
Michigan
$755K -$10.8K -335 -1%
LIA
34
LBMC Investment Advisors
Tennessee
$720K +$1.93K +60 +0.3%
RJA
35
Raymond James & Associates
Florida
$658K -$291K -9,036 -31%
Goldman Sachs
36
Goldman Sachs
New York
$611K -$801K -24,856 -57%
MWP
37
Moller Wealth Partners
$602K – – –
PVH
38
Psagot Value Holdings
Israel
$554K +$554K +17,208 New
PAG
39
Private Advisor Group
New Jersey
$496K +$15.6K +501 +3%
BHB
40
Bank Hapoalim BM
Israel
$495K – – –
CWM
41
Concert Wealth Management
California
$492K -$984K -9,994 -67%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$401K +$401K +12,438 New
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$346K +$346K +10,740 New
PWAP
44
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$331K -$3.26K -101 -1%
Ameriprise
45
Ameriprise
Minnesota
$326K -$40.7K -1,265 -11%
LCM
46
LVM Capital Management
Michigan
$284K -$18.9K -586 -6%
CAS
47
Cue Advisory Services
Arizona
$283K +$62.1K +1,930 +28%
FHA
48
Flagship Harbor Advisors
Massachusetts
$267K +$267K +8,482 New
CAM
49
Covenant Asset Management
New Jersey
$243K +$243K +7,550 New
LNC
50
Lincoln National Corp
Pennsylvania
$216K +$216K +6,696 New
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