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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 %
ADL
51
Asset Dedication LLC
California
$153K – – –
AWMS
52
Advocacy Wealth Management Services
Georgia
$99K – – –
CPIG
53
Chicago Partners Investment Group
Illinois
$91K – – –
JWA
54
JFS Wealth Advisors
Pennsylvania
$88K -$176K -1,800 -67%
SBL
55
Sargent Bickham Lagudis
Colorado
$74K – – –
FANJ
56
Financial Architects (New Jersey)
New Jersey
$46K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$46K +$64 +2 +0.1%
Creative Planning
58
Creative Planning
Kansas
$35K -$4.23K -132 -11%
KPCM
59
Kings Point Capital Management
New York
$31K – – –
KTC
60
Kistler-Tiffany Companies
Pennsylvania
$25K +$66 +2 +0.3%
BAM
61
Barrett Asset Management
New York
$22K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$17K +$32 +1 +0.2%
GI
63
Gradient Investments
Minnesota
$11K – – –
BFEC
64
Benjamin F. Edwards & Company
Missouri
$10K – – –
MPWT
65
MassMutual Private Wealth & Trust
Connecticut
$7.25K – – –
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$33 -1 -0.5%
DADC
67
D.A. Davidson & Co
Montana
$4K – – –
AIP
68
Ameritas Investment Partners
Nebraska
$3K +$26 +1 +0.9%
GWM
69
Geneos Wealth Management
Colorado
$2K – – –
BlackRock
70
BlackRock
New York
$1K – – –
Citadel Advisors
71
Citadel Advisors
Florida
– -$7.13M -219,078 Closed
FA
72
FDx Advisors
Illinois
– -$461K -14,169 Closed
NFG
73
Next Financial Group
Texas
– -$113K -3,462 Closed
SEI Investments
74
SEI Investments
Pennsylvania
– -$46K -1,422 Closed
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$7K -633 Closed
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