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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

77 hedge funds and large institutions have $276M invested in WisdomTree US SmallCap Earnings Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+10
Holders Change %
+14.93%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
27
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
CIC
2
Cutler Investment Counsel
Oregon
$7.72M
3
UBS Group
3
UBS Group
Switzerland
$26.9M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.39M
5
LW
5
Linscomb Wealth
Texas
$21.9M

Top Sellers

1
TA
1
TMD & Associates
Arizona
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.2M
3
LPL Financial
3
LPL Financial
California
$2.29M
4
Jane Street
4
Jane Street
New York
$0
5
3AM
5
3D Asset Management
Connecticut
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$214K -$339K -9,155 -61%
IA
52
IFP Advisors
Florida
$212K +$77.7K +2,147 +58%
CAN
53
Cetera Advisor Networks
California
$208K +$208K +5,774 New
ADL
54
Asset Dedication LLC
California
$172K – – –
JWA
55
JFS Wealth Advisors
Pennsylvania
$98K – – –
KPCM
56
Kings Point Capital Management
New York
$74K +$39.4K +1,095 +114%
SBL
57
Sargent Bickham Lagudis
Colorado
$72K – – –
FANJ
58
Financial Architects (New Jersey)
New Jersey
$52K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$52K – – –
FAAS
60
First Allied Advisory Services
California
$41K +$41K +1,126 New
GI
61
Gradient Investments
Minnesota
$41K +$41K +1,143 New
PCA
62
Providence Capital Advisors
North Carolina
$33K +$33K +900 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$32K +$32K +882 New
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$10.1K +277 +63%
AIP
65
Ameritas Investment Partners
Nebraska
$25K – – –
BAM
66
Barrett Asset Management
New York
$24K – – –
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23K +$72 +2 +0.3%
FGC
68
Financial Gravity Companies
Texas
$12K +$12K +334 New
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$8.15K – – –
PGWM
70
Parisi Gray Wealth Management
New Jersey
$6K +$6K +165 New
MA
71
MUFG Americas
New York
$5K -$5K -150 -50%
BlackRock
72
BlackRock
New York
$2K – – –
LWA
73
Lowe Wealth Advisors
Maryland
$1K +$1K +15 New
MOS
74
MGO One Seven
Ohio
$1K +$1K +27 New
BHB
75
Bank Hapoalim BM
Israel
$464 -$50 -1,389 -10%
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