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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

122 hedge funds and large institutions have $422M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
11
Increased
50
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54.7M
2
HCA
2
Heck Capital Advisors
Wisconsin
$3.96M
3
HFA
3
Huber Financial Advisors
Illinois
$12.9M
4
Jane Street
4
Jane Street
New York
$3.55M
5
AWM
5
AE Wealth Management
Kansas
$3.98M

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$4.92M
2
UBS Group
2
UBS Group
Switzerland
$13.2M
3
Wells Fargo
3
Wells Fargo
California
$7.19M
4
US Bancorp
4
US Bancorp
Minnesota
$180K
5
CCFM
5
Clear Creek Financial Management
Washington
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
76
Next Financial Group
Texas
$278K -$1.78K -50 -0.6%
MFW
77
Meristem Family Wealth
Minnesota
$275K – – –
CBN
78
Cadence Bank NA
Texas
$252K +$2.46K +69 +1%
W
79
Wealthquest
Ohio
$218K +$218K +6,129 New
SPIA
80
Steward Partners Investment Advisory
New York
$204K +$145K +4,073 +243%
TFS
81
TrustCore Financial Services
Tennessee
$192K – – –
William Blair & Company
82
William Blair & Company
Illinois
$192K +$135K +3,781 +236%
US Bancorp
83
US Bancorp
Minnesota
$180K -$2.75M -76,853 -94%
ADL
84
Asset Dedication LLC
California
$169K -$2.02K -57 -1%
AAP
85
Arax Advisory Partners
Colorado
$163K +$8.64K +243 +6%
PWP
86
Personal Wealth Partners
Minnesota
$160K – – –
IA
87
IFP Advisors
Florida
$158K +$158K +4,448 New
VFA
88
Valeo Financial Advisors
Indiana
$146K +$536 +15 +0.4%
JWA
89
JFS Wealth Advisors
Pennsylvania
$88K – – –
AF
90
Advisornet Financial
Minnesota
$87K -$9.79K -275 -10%
TRCT
91
Tower Research Capital (TRC)
New York
$76K -$282K -7,864 -79%
KPCM
92
Kings Point Capital Management
New York
$73K – – –
SBL
93
Sargent Bickham Lagudis
Colorado
$71K – – –
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$53K – – –
FANJ
95
Financial Architects (New Jersey)
New Jersey
$51K +$41.3K +1,155 +428%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$45K – – –
CAC
97
Certified Advisory Corp
Florida
$43K -$64.5K -1,800 -60%
APA
98
American Portfolios Advisors
New York
$35.6K – – –
FAAS
99
First Allied Advisory Services
California
$35K +$35K +1,028 New
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$33K +$10.5K +299 +47%
2 3
4
5 6