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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

67 hedge funds and large institutions have $252M invested in WisdomTree US SmallCap Earnings Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
67
Holders Change
-8
Holders Change %
-10.67%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
5
Increased
28
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.8M
2
LW
2
Linscomb Wealth
Texas
$18.9M
3
3AM
3
3D Asset Management
Connecticut
$34.1M
4
Jane Street
4
Jane Street
New York
$990K
5
LPL Financial
5
LPL Financial
California
$3.35M

Top Sellers

1
BCM
1
Barometer Capital Management
Ontario, Canada
$0
2
UBS Group
2
UBS Group
Switzerland
$23.6M
3
Bank of America
3
Bank of America
North Carolina
$20.3M
4
LIA
4
LBMC Investment Advisors
Tennessee
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$130K -$28.6K -816 -18%
AWMS
52
Advocacy Wealth Management Services
Georgia
$99K +$99K +3,087 New
JWA
53
JFS Wealth Advisors
Pennsylvania
$94K – – –
SBL
54
Sargent Bickham Lagudis
Colorado
$69K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$50K – – –
FANJ
56
Financial Architects (New Jersey)
New Jersey
$49K – – –
KPCM
57
Kings Point Capital Management
New York
$34K – – –
BAM
58
Barrett Asset Management
New York
$24K – – –
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K +$34 +1 +0.2%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$8.73K +255 +139%
MA
61
MUFG Americas
New York
$10K +$10K +300 New
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$7.87K – – –
AIP
63
Ameritas Investment Partners
Nebraska
$4K – – –
HFM
64
Hartford Financial Management
Connecticut
$2K +$2K +69 New
BlackRock
65
BlackRock
New York
$1K – – –
BCM
66
Barometer Capital Management
Ontario, Canada
– -$2.79M -84,900 Closed
LIA
67
LBMC Investment Advisors
Tennessee
– -$737K -22,428 Closed
CWM
68
Concert Wealth Management
California
– -$333K -10,071 Closed
Goldman Sachs
69
Goldman Sachs
New York
– -$258K -7,854 Closed
Creative Planning
70
Creative Planning
Kansas
– -$36K -1,092 Closed
WAM
71
Wealthspire Advisors (Maryland)
Maryland
– -$30K -900 Closed
KTC
72
Kistler-Tiffany Companies
Pennsylvania
– -$25K -763 Closed
SF
73
Synovus Financial
Georgia
– -$20K -600 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
– -$18K -534 Closed
BFEC
75
Benjamin F. Edwards & Company
Missouri
– -$10K -300 Closed
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