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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

84 hedge funds and large institutions have $290M invested in WisdomTree US SmallCap Earnings Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
28
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.3M
2
DLIC
2
Daido Life Insurance Company
Japan
$4.6M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
UBS AM
4
UBS AM
Illinois
$2.91M
5
MWM
5
Marietta Wealth Management
Georgia
$2.33M

Top Sellers

1
CIC
1
Cutler Investment Counsel
Oregon
$4.85M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
AssetMark Inc
3
AssetMark Inc
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.82M
5
UBS Group
5
UBS Group
Switzerland
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MIAN
26
Mariner Independent Advisor Network
Kansas
$1.54M 43,130 +2,356 +6%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.5M 41,954 -13,029 -24%
UCFA
28
United Capital Financial Advisors
Texas
$1.39M 38,859 -1,212 -3%
WIA
29
Wealthstreet Investment Advisors
Texas
$1.33M 37,349 -538 -1%
Jane Street
30
Jane Street
New York
$1.33M 37,147 +37,147 New
Citigroup
31
Citigroup
New York
$1.31M 36,637 +6,729 +22%
RJA
32
Raymond James & Associates
Florida
$1.25M 34,932 +3,401 +11%
DC
33
Davenport & Co
Virginia
$1.18M 33,147 +5,799 +21%
AG
34
Advisor Group
Arizona
$808K 22,600 -542 -2%
PS
35
Portfolio Solutions
Michigan
$746K 20,872 -571 -3%
SEI Investments
36
SEI Investments
Pennsylvania
$712K 19,915 -371 -2%
MWP
37
Moller Wealth Partners
$667K 18,670 – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$659K 18,442 +743 +4%
PVH
39
Psagot Value Holdings
Israel
$542K 15,169 -767 -5%
UA
40
Unison Advisors
District of Columbia
$536K 15,013 -2,899 -16%
CPIG
41
Chicago Partners Investment Group
Illinois
$497K 13,908 – –
CAM
42
Covenant Asset Management
New Jersey
$473K 13,252 +1,125 +9%
BHB
43
Bank Hapoalim BM
Israel
$443K 12,405 -402 -3%
CSA
44
Cottage Street Advisors
Massachusetts
$439K 12,294 +12,294 New
FHA
45
Flagship Harbor Advisors
Massachusetts
$429K 12,310 +2,176 +21%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$408K 11,423 +11,423 New
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$384K 10,740 -201 -2%
LNC
48
Lincoln National Corp
Pennsylvania
$355K 9,933 -9,790 -50%
PWAP
49
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$348K 9,745 +31 +0.3%
MML Investors Services
50
MML Investors Services
Massachusetts
$342K 9,571 +665 +7%
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