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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

99 hedge funds and large institutions have $348M invested in WisdomTree US SmallCap Earnings Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
36
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
1
Daido Life Insurance Company
Japan
$14M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.3M
3
Wells Fargo
3
Wells Fargo
California
$17.9M
4
UBS Group
4
UBS Group
Switzerland
$30.5M
5
Bank of America
5
Bank of America
North Carolina
$27.7M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$0
2
3AM
2
3D Asset Management
Connecticut
$35.7M
3
Jane Street
3
Jane Street
New York
$1.12M
4
CAN
4
Cetera Advisor Networks
California
$0
5
AF
5
Advisornet Financial
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$416K 10,740 – –
LNC
52
Lincoln National Corp
Pennsylvania
$404K 10,455 +522 +5%
MML Investors Services
53
MML Investors Services
Massachusetts
$380K 9,834 +263 +3%
PWAP
54
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$377K 9,745 – –
SWP
55
Stratos Wealth Partners
Ohio
$350K 9,036 +9,036 New
LCM
56
LVM Capital Management
Michigan
$310K 8,000 – –
MFW
57
Meristem Family Wealth
Minnesota
$299K 7,728 +7,728 New
PA
58
Pinnacle Associates
New York
$294K 7,600 +7,600 New
PWMAG
59
Pinnacle Wealth Management Advisory Group
New Jersey
$294K 7,600 +7,600 New
PAG
60
Private Advisor Group
New Jersey
$279K 7,155 -1,902 -21%
LBC
61
Lowe Brockenbrough & Co
Virginia
$275K 7,100 +7,100 New
SWM
62
Sequoia Wealth Management
Illinois
$270K 6,908 +6,908 New
IA
63
IFP Advisors
Florida
$264K 6,814 +957 +16%
BTS
64
BB&T Securities
Virginia
$242K 6,271 +6,271 New
CBN
65
Cadence Bank NA
Texas
$241K 6,211 -60 -1%
Brown Advisory
66
Brown Advisory
Maryland
$213K 5,500 +5,500 New
ADL
67
Asset Dedication LLC
California
$184K 4,774 +1 +0%
JWA
68
JFS Wealth Advisors
Pennsylvania
$96K 2,478 -222 -8%
KPCM
69
Kings Point Capital Management
New York
$80K 2,055 – –
SBL
70
Sargent Bickham Lagudis
Colorado
$77K 1,983 – –
FANJ
71
Financial Architects (New Jersey)
New Jersey
$55K 1,425 – –
William Blair & Company
72
William Blair & Company
Illinois
$43K 1,111 – –
CAC
73
Certified Advisory Corp
Florida
$43K 1,100 +1,100 New
APA
74
American Portfolios Advisors
New York
$38.7K 1,000 +1,000 New
BSG
75
Black Swift Group
Colorado
$36K 935 +935 New
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3
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