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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

103 hedge funds and large institutions have $370M invested in WisdomTree US SmallCap Earnings Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
11
Increased
42
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$32.3M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$2.23M
3
UBS Group
3
UBS Group
Switzerland
$32.7M
4
AW
4
ACG Wealth
Georgia
$1.13M
5
Wells Fargo
5
Wells Fargo
California
$19.4M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$297K
2
SEI Investments
2
SEI Investments
Pennsylvania
$0
3
RJA
3
Raymond James & Associates
Florida
$1.43M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.61M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.97M 49,508 +9,232 +23%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.95M 48,977 +4,302 +10%
Citigroup
28
Citigroup
New York
$1.87M 46,897 +3,115 +7%
BFG
29
Barber Financial Group
Kansas
$1.81M 45,420 +4,492 +11%
Jane Street
30
Jane Street
New York
$1.54M 38,654 +9,590 +33%
UCFA
31
United Capital Financial Advisors
Texas
$1.49M 37,380 -1,190 -3%
RJA
32
Raymond James & Associates
Florida
$1.43M 35,984 -16,248 -31%
GRP
33
Global Retirement Partners
California
$1.37M 34,410 +3,000 +10%
WIA
34
Wealthstreet Investment Advisors
Texas
$1.34M 33,681 -265 -0.8%
AW
35
ACG Wealth
Georgia
$1.13M 28,276 +28,276 New
CSA
36
Cottage Street Advisors
Massachusetts
$1.12M 28,171 +1,250 +5%
AG
37
Advisor Group
Arizona
$959K 24,066 +1,860 +8%
PS
38
Portfolio Solutions
Michigan
$781K 19,840 -713 -3%
SWP
39
Stratos Wealth Partners
Ohio
$762K 19,129 +10,093 +112%
MWP
40
Moller Wealth Partners
$743K 18,645 -25 -0.1%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$699K 17,552 +5,563 +46%
PAG
42
Private Advisor Group
New Jersey
$672K 16,878 +9,723 +136%
SEIA
43
Signature Estate & Investment Advisors
California
$620K 15,573 -2,610 -14%
BTS
44
BB&T Securities
Virginia
$604K 15,166 +8,895 +142%
MML Investors Services
45
MML Investors Services
Massachusetts
$587K 14,734 +4,900 +50%
UA
46
Unison Advisors
District of Columbia
$579K 14,524 -569 -4%
CAM
47
Covenant Asset Management
New Jersey
$572K 14,357 +50 +0.3%
FHA
48
Flagship Harbor Advisors
Massachusetts
$568K 14,428 – –
FPCM
49
Financial Partners Capital Management
New York
$568K 14,255 +1,860 +15%
PWMAG
50
Pinnacle Wealth Management Advisory Group
New Jersey
$522K 13,105 +5,505 +72%
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