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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

122 hedge funds and large institutions have $393M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
16
Increased
49
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
ACG Wealth
Georgia
$10.4M
2
HFA
2
Huber Financial Advisors
Illinois
$10.1M
3
SWP
3
Stratos Wealth Partners
Ohio
$5.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.59M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.47M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.5M
2
Wells Fargo
2
Wells Fargo
California
$10.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$17K
5
LPL Financial
5
LPL Financial
California
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$27K +$13.6K +374 +102%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$25K – – –
BAM
103
Barrett Asset Management
New York
$24K – – –
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$23K +$14.8K +411 +182%
AIS
105
Accurate Investment Solutions
Pennsylvania
$19K – – –
BFEC
106
Benjamin F. Edwards & Company
Missouri
$18K +$18K +500 New
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$17K -$2.02M -56,683 -99%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$14K – – –
RIA
109
Realta Investment Advisors
Delaware
$14K +$14K +381 New
FANJ
110
Financial Architects (New Jersey)
New Jersey
$10K -$42.8K -1,155 -81%
MPWT
111
MassMutual Private Wealth & Trust
Connecticut
$8K – – –
BCI
112
Brinker Capital Investments
Pennsylvania
$8K +$8K +234 New
AIC
113
Archer Investment Corporation
Indiana
$6K – – –
MA
114
MUFG Americas
New York
$5K – – –
GI
115
Gradient Investments
Minnesota
$3K – – –
CFD
116
Creative Financial Designs
Indiana
$2K – – –
HFM
117
Hartford Financial Management
Connecticut
$2K – – –
CFGS
118
Concourse Financial Group Securities
Alabama
$2K +$2K +50 New
AF
119
Allworth Financial
California
$1K +$1K +34 New
ASN
120
Advisory Services Network
Georgia
$1K +$1K +36 New
Citadel Advisors
121
Citadel Advisors
Florida
– -$2.27M -62,882 Closed
Mariner
122
Mariner
Kansas
– -$359K -9,939 Closed
AIC
123
Ameritas Investment Company
Nebraska
– -$66K -1,828 Closed
KL
124
KWMG LLC
Kansas
– -$15K -402 Closed
WCM
125
Whitener Capital Management
North Carolina
– -$10K -300 Closed
2 3 4
5
6