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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

122 hedge funds and large institutions have $422M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
11
Increased
50
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54.7M
2
HCA
2
Heck Capital Advisors
Wisconsin
$3.96M
3
HFA
3
Huber Financial Advisors
Illinois
$12.9M
4
Jane Street
4
Jane Street
New York
$3.55M
5
AWM
5
AE Wealth Management
Kansas
$3.98M

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$4.92M
2
UBS Group
2
UBS Group
Switzerland
$13.2M
3
Wells Fargo
3
Wells Fargo
California
$7.19M
4
US Bancorp
4
US Bancorp
Minnesota
$180K
5
CCFM
5
Clear Creek Financial Management
Washington
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$3.55M +$2.26M +63,592 +177%
MWM
27
Marietta Wealth Management
Georgia
$3.5M +$1.3M +36,618 +59%
LPL Financial
28
LPL Financial
California
$3.46M -$123K -3,455 -3%
SAM
29
Smithbridge Asset Management
Pennsylvania
$3.14M +$46.1K +1,294 +1%
OC
30
Oppenheimer & Co
New York
$3.14M +$284K +7,973 +10%
RJA
31
Raymond James & Associates
Florida
$2.86M +$26.9K +757 +1%
PCM
32
Perritt Capital Management
Illinois
$2.8M +$1.12M +31,551 +67%
S
33
Surevest
California
$2.58M +$208K +5,845 +9%
CANC
34
Culbertson A N & Co
Virginia
$2.56M +$77.3K +2,170 +3%
UBS AM
35
UBS AM
Illinois
$2.52M – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.44M +$175K +4,927 +8%
CAN
37
Cetera Advisor Networks
California
$2.42M +$245K +6,919 +11%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$2.34M -$121K -3,411 -5%
KLI
39
Kelman-Lazarov Inc
Tennessee
$2.2M -$75.2K -2,113 -3%
FA
40
Forefront Analytics
Pennsylvania
$2.11M +$1.21M +33,900 +134%
SS
41
Simplicity Solutions
Minnesota
$2.08M +$2.08M +58,532 New
GSWM
42
Golden State Wealth Management
California
$2.05M -$128K -3,590 -6%
Stifel Financial
43
Stifel Financial
Missouri
$1.99M +$25.7K +721 +1%
BFG
44
Barber Financial Group
Kansas
$1.98M -$65.4K -1,837 -3%
PA
45
Pinnacle Associates
New York
$1.93M +$272K +7,630 +16%
PWMAG
46
Pinnacle Wealth Management Advisory Group
New Jersey
$1.91M +$272K +7,630 +17%
CCA
47
Clearwater Capital Advisors
Illinois
$1.81M -$119K -3,342 -6%
CF
48
Centaurus Financial
California
$1.79M +$180K +5,044 +11%
Goldman Sachs
49
Goldman Sachs
New York
$1.78M +$1.78M +50,000 New
TVAMP
50
Tennessee Valley Asset Management Partners
Tennessee
$1.76M -$113K -3,182 -6%
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