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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

63 hedge funds and large institutions have $169M invested in WisdomTree US SmallCap Earnings Fund in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
15
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3D Asset Management
Connecticut
$23.4M
2
Bank of America
2
Bank of America
North Carolina
$16.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.44M
4
SWM
4
SVA Wealth Management
Wisconsin
$16.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$587K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$2.74M
4
LPL Financial
4
LPL Financial
California
$3.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
Barrett Asset Management
New York
$17K – – –
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16K +$16K +630 New
Creative Planning
53
Creative Planning
Kansas
$15K -$46.7K -1,860 -76%
GWM
54
Gupta Wealth Management
California
$12K – – –
GI
55
Gradient Investments
Minnesota
$11K -$8.44K -327 -43%
WIC
56
Woodmont Investment Counsel
Tennessee
$8K – – –
FANJ
57
Financial Architects (New Jersey)
New Jersey
$7K +$7K +270 New
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$5.77K – – –
DADC
59
D.A. Davidson & Co
Montana
$3K – – –
EFSCE
60
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$3K +111 New
BlackRock
61
BlackRock
New York
$1K – – –
GWM
62
Geneos Wealth Management
Colorado
$1K +$1K +75 New
Citadel Advisors
63
Citadel Advisors
Florida
– -$2.97M -117,711 Closed
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
– -$443K -17,550 Closed
TSS
65
Two Sigma Securities
New York
– -$213K -8,448 Closed
SG Americas Securities
66
SG Americas Securities
New York
– -$208K -8,232 Closed
AFP
67
Ausdal Financial Partners
Iowa
– -$53K -2,100 Closed
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
– -$44K -1,728 Closed
NFG
69
Next Financial Group
Texas
– -$25K -990 Closed
TRCT
70
Tower Research Capital (TRC)
New York
– -$12K -456 Closed
CG
71
Colony Group
Massachusetts
– -$8K -330 Closed
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