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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

97 hedge funds and large institutions have $189M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
97
Holders Change
-10
Holders Change %
-9.35%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Forefront Analytics
Pennsylvania
$5.25M
2
AAS
2
Avantax Advisory Services
Texas
$2.25M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.59M
4
FTUS
4
Flow Traders U.S.
New York
$263K
5
Citigroup
5
Citigroup
New York
$860K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.45M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$809K
5
SC
5
Savant Capital
Illinois
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
76
NewSquare Capital
Pennsylvania
$40K +$15.4K +510 +63%
William Blair & Company
77
William Blair & Company
Illinois
$33K -$386 -13 -1%
KPCM
78
Kings Point Capital Management
New York
$29K – – –
US Bancorp
79
US Bancorp
Minnesota
$21K -$6.09K -200 -22%
BAM
80
Barrett Asset Management
New York
$20K – – –
S
81
SignatureFD
Georgia
$20K – – –
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$15K -$69.4K -2,383 -82%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$15K – – –
AWA
84
Arkadios Wealth Advisors
Georgia
$12.5K -$7.72K -237 -38%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$12K -$4.43K -144 -27%
RG
86
Retirement Group
California
$11K -$4.58K -149 -29%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$11K -$647 -22 -6%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$11K -$31 -1 -0.3%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$8K – – –
FFA
90
Founders Financial Alliance
North Carolina
$4K +$4K +140 New
AA
91
Ancora Advisors
Ohio
$3K – – –
DI
92
Disciplined Investments
Oklahoma
$2K – – –
GI
93
Gradient Investments
Minnesota
$2K – – –
AF
94
Allworth Financial
California
$1K – – –
RCA
95
Ranch Capital Advisors
Florida
$1K +$17 +1 +2%
HFS
96
Horizon Financial Services
North Carolina
$1K +$1K +29 New
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
– -$2.64M -93,103 Closed
CCFM
98
Clear Creek Financial Management
Washington
– -$967K -34,101 Closed
OC
99
Oppenheimer & Co
New York
– -$558K -19,646 Closed
CF
100
Centaurus Financial
California
– -$354K -12,485 Closed
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4
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