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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

103 hedge funds and large institutions have $370M invested in WisdomTree US SmallCap Earnings Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
11
Increased
42
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$32.3M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$2.23M
3
UBS Group
3
UBS Group
Switzerland
$32.7M
4
AW
4
ACG Wealth
Georgia
$1.13M
5
Wells Fargo
5
Wells Fargo
California
$19.4M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$297K
2
SEI Investments
2
SEI Investments
Pennsylvania
$0
3
RJA
3
Raymond James & Associates
Florida
$1.43M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.61M
Name Market Value Shares Shares
Change 		Shares
Change %
PWMAG
51
Pinnacle Wealth Management Advisory Group
New Jersey
$522K 13,105 +5,505 +72%
CPIG
52
Chicago Partners Investment Group
Illinois
$492K 13,908 – –
CAN
53
Cetera Advisor Networks
California
$490K 12,353 +12,353 New
BHB
54
Bank Hapoalim BM
Israel
$484K 12,143 +350 +3%
Brown Advisory
55
Brown Advisory
Maryland
$464K 11,645 +6,145 +112%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$428K 10,740 – –
PWAP
57
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$388K 9,746 +1 +0%
PVH
58
Psagot Value Holdings
Israel
$342K 8,593 -7,000 -45%
SWM
59
Sequoia Wealth Management
Illinois
$336K 8,403 +1,495 +22%
LCM
60
LVM Capital Management
Michigan
$327K 8,200 +200 +3%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$308K 7,743 -3,672 -32%
MFW
62
Meristem Family Wealth
Minnesota
$308K 7,728 – –
AI
63
Atria Investments
North Carolina
$297K 7,455 -70,139 -90%
LBC
64
Lowe Brockenbrough & Co
Virginia
$283K 7,100 – –
IA
65
IFP Advisors
Florida
$248K 6,219 -595 -9%
CBN
66
Cadence Bank NA
Texas
$239K 6,009 -202 -3%
HFS
67
HL Financial Services
Kentucky
$215K 5,400 +5,400 New
TC
68
Truvestments Capital
Florida
$200K 5,018 +5,018 New
ADL
69
Asset Dedication LLC
California
$190K 4,774 – –
CAC
70
Certified Advisory Corp
Florida
$120K 3,000 +1,900 +173%
JWA
71
JFS Wealth Advisors
Pennsylvania
$99K 2,478 – –
KPCM
72
Kings Point Capital Management
New York
$82K 2,055 – –
SBL
73
Sargent Bickham Lagudis
Colorado
$79K 1,983 – –
SFM
74
Signet Financial Management
New Jersey
$78K 1,947 +1,580 +431%
FANJ
75
Financial Architects (New Jersey)
New Jersey
$57K 1,425 – –
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3
4 5