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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

139 hedge funds and large institutions have $462M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
30
Increased
44
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
9WM
1
9258 Wealth Management
Ohio
$4.32M
2
Bank of America
2
Bank of America
North Carolina
$62.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$9.49M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.55M
5
AAS
5
Avantax Advisory Services
Texas
$1.54M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
Jane Street
2
Jane Street
New York
$541K
3
AW
3
ACG Wealth
Georgia
$8.46M
4
UBS AM
4
UBS AM
Illinois
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$413K – – –
UWM
77
USAdvisors Wealth Management
Minnesota
$412K +$412K +10,720 New
MML Investors Services
78
MML Investors Services
Massachusetts
$384K +$13.9K +361 +4%
SW
79
SkyOak Wealth
Michigan
$382K +$382K +9,941 New
PWAP
80
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$322K -$10.9K -300 -3%
BHB
81
Bank Hapoalim BM
Israel
$315K – – –
PVH
82
Psagot Value Holdings
Israel
$314K – – –
LCM
83
LVM Capital Management
Michigan
$304K -$963 -25 -0.3%
MFW
84
Meristem Family Wealth
Minnesota
$297K – – –
CBN
85
Cadence Bank NA
Texas
$272K – – –
SPIA
86
Steward Partners Investment Advisory
New York
$256K +$35.5K +925 +16%
CA
87
Cetera Advisors
Colorado
$231K +$231K +6,082 New
JFA
88
Johanson Financial Advisors
California
$217K +$217K +8,348 New
W
89
Wealthquest
Ohio
$210K -$25.3K -660 -11%
William Blair & Company
90
William Blair & Company
Illinois
$208K +$578 +15 +0.3%
CM
91
Capital Management
Virginia
$200K +$200K +5,206 New
TFS
92
TrustCore Financial Services
Tennessee
$185K -$23.1K -600 -11%
ADL
93
Asset Dedication LLC
California
$183K – – –
PWP
94
Personal Wealth Partners
Minnesota
$173K – – –
JAWM
95
J. Arnold Wealth Management
Ohio
$170K +$170K +4,434 New
AAP
96
Arax Advisory Partners
Colorado
$168K -$8.67K -225 -5%
BAM
97
Belpointe Asset Management
Nevada
$167K +$167K +4,327 New
IFWM
98
Institute for Wealth Management
Colorado
$166K +$166K +4,325 New
VFA
99
Valeo Financial Advisors
Indiana
$158K +$616 +16 +0.4%
US Bancorp
100
US Bancorp
Minnesota
$122K -$71.6K -1,861 -37%
2 3
4
5 6