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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

109 hedge funds and large institutions have $288M invested in WisdomTree US SmallCap Earnings Fund in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
36
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$33.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.56M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.2M
4
Ameriprise
4
Ameriprise
Minnesota
$4.29M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.61M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$15.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.3M
3
Bank of America
3
Bank of America
North Carolina
$21.7M
4
Wells Fargo
4
Wells Fargo
California
$12.7M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$685K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
51
BB&T Securities
Virginia
$606K +$120K +3,756 +25%
FPCM
52
Financial Partners Capital Management
New York
$591K +$134K +4,185 +29%
CAM
53
Covenant Asset Management
New Jersey
$572K – – –
CPIG
54
Chicago Partners Investment Group
Illinois
$484K – – –
CAN
55
Cetera Advisor Networks
California
$480K +$89K +2,812 +23%
Jane Street
56
Jane Street
New York
$476K -$762K -23,787 -62%
UA
57
Unison Advisors
District of Columbia
$469K +$3.78K +118 +0.8%
FHA
58
Flagship Harbor Advisors
Massachusetts
$467K +$5.6K +175 +1%
AIC
59
Ameritas Investment Company
Nebraska
$465K +$465K +14,513 New
CA
60
Continuum Advisory
Idaho
$448K +$448K +13,994 New
HIS
61
Harvest Investment Services
Illinois
$431K +$431K +12,130 New
SWM
62
Sequoia Wealth Management
Illinois
$414K +$145K +4,508 +54%
MML Investors Services
63
MML Investors Services
Massachusetts
$398K -$74.3K -2,318 -16%
BHB
64
Bank Hapoalim BM
Israel
$389K – – –
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$344K – – –
PWAP
66
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$312K -$32 -1 -0%
SG Americas Securities
67
SG Americas Securities
New York
$281K +$281K +8,780 New
Creative Planning
68
Creative Planning
Kansas
$264K +$264K +8,233 New
PVH
69
Psagot Value Holdings
Israel
$262K -$13.6K -424 -5%
LCM
70
LVM Capital Management
Michigan
$257K -$6.1K -190 -2%
MFW
71
Meristem Family Wealth
Minnesota
$248K – – –
GIA
72
Gladstone Institutional Advisory
Florida
$206K +$206K +6,420 New
NFG
73
Next Financial Group
Texas
$165K +$165K +5,153 New
ADL
74
Asset Dedication LLC
California
$155K +$1.38K +43 +0.9%
IA
75
IFP Advisors
Florida
$135K -$63.3K -1,985 -32%
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