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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

84 hedge funds and large institutions have $290M invested in WisdomTree US SmallCap Earnings Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
28
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.3M
2
DLIC
2
Daido Life Insurance Company
Japan
$4.6M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
UBS AM
4
UBS AM
Illinois
$2.91M
5
MWM
5
Marietta Wealth Management
Georgia
$2.33M

Top Sellers

1
CIC
1
Cutler Investment Counsel
Oregon
$4.85M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
AssetMark Inc
3
AssetMark Inc
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.82M
5
UBS Group
5
UBS Group
Switzerland
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$324K 9,057 +3,272 +57%
CAN
52
Cetera Advisor Networks
California
$305K 8,533 +2,759 +48%
LCM
53
LVM Capital Management
Michigan
$286K 8,000 -45 -0.6%
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$283K 8,092 +7,377 +1,032%
AF
55
Advisornet Financial
Minnesota
$276K 7,728 – –
CBN
56
Cadence Bank NA
Texas
$224K 6,271 -68 -1%
IA
57
IFP Advisors
Florida
$212K 5,857 – –
ADL
58
Asset Dedication LLC
California
$170K 4,773 +12 +0.3%
JWA
59
JFS Wealth Advisors
Pennsylvania
$96K 2,700 – –
PWM
60
Perigon Wealth Management
California
$80K 2,240 +2,240 New
KPCM
61
Kings Point Capital Management
New York
$73K 2,055 – –
SBL
62
Sargent Bickham Lagudis
Colorado
$71K 1,983 – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$51K 1,419 -20 -1%
FANJ
64
Financial Architects (New Jersey)
New Jersey
$51K 1,425 – –
William Blair & Company
65
William Blair & Company
Illinois
$40K 1,111 +1,111 New
AIS
66
Accurate Investment Solutions
Pennsylvania
$36K 1,010 +1,010 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$32K 882 – –
PCA
68
Providence Capital Advisors
North Carolina
$32K 900 – –
BAM
69
Barrett Asset Management
New York
$24K 675 – –
RFC
70
Regions Financial Corp
Alabama
$14K 391 +391 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K 240 -401 -63%
MPWT
72
MassMutual Private Wealth & Trust
Connecticut
$8.04K 225 – –
US Bancorp
73
US Bancorp
Minnesota
$6K 165 +165 New
MA
74
MUFG Americas
New York
$5K 150 – –
AIP
75
Ameritas Investment Partners
Nebraska
$4K 116 +1 +0.9%
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