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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 %
William Blair & Company
76
William Blair & Company
Illinois
$44K 1,111 – –
SPIA
77
Steward Partners Investment Advisory
New York
$44K 1,100 +1,100 New
APA
78
American Portfolios Advisors
New York
$39.8K 1,000 – –
BSG
79
Black Swift Group
Colorado
$37K 935 – –
PCA
80
Providence Capital Advisors
North Carolina
$36K 900 – –
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$35K 882 – –
AAP
82
Arax Advisory Partners
Colorado
$32K 800 +800 New
AOWM
83
Alpha Omega Wealth Management
Virginia
$28K 709 – –
JFA
84
JNBA Financial Advisors
Minnesota
$28K 709 +709 New
BAM
85
Barrett Asset Management
New York
$27K 675 – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$26K 655 -195 -23%
AIS
87
Accurate Investment Solutions
Pennsylvania
$20K 511 – –
KL
88
KWMG LLC
Kansas
$16K 402 – –
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$16K 396 +21 +6%
AA
90
Ancora Advisors
Ohio
$9K 220 +220 New
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$8.96K 225 – –
US Bancorp
92
US Bancorp
Minnesota
$7K 165 – –
KC
93
KHP Capital
Oklahoma
$7K 184 +184 New
MA
94
MUFG Americas
New York
$6K 150 – –
BlackRock
95
BlackRock
New York
$4K 94 +52 +124%
HFM
96
Hartford Financial Management
Connecticut
$3K 69 – –
GI
97
Gradient Investments
Minnesota
$3K 75 – –
CFD
98
Creative Financial Designs
Indiana
$2K 50 – –
Financial Engines Advisors
99
Financial Engines Advisors
California
$2K 46 +46 New
WP
100
WealthShield Partners
North Carolina
$1K 21 – –
1 2 3
4
5