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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

112 hedge funds and large institutions have $245M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 47 reducing their positions, and 35 closing their positions.

Holders
112
Holders Change
-27
Holders Change %
-19.42%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
12
Increased
28
Reduced
47
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$12.5M
2
HFA
2
Huber Financial Advisors
Illinois
$12.5M
3
UBS Group
3
UBS Group
Switzerland
$11M
4
BWP
4
BSW Wealth Partners
Colorado
$2.45M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.32M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$24.7M
2
AWM
2
AE Wealth Management
Kansas
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$946K
4
HCA
4
Heck Capital Advisors
Wisconsin
$0
5
PCM
5
Perritt Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$8K -$41.2K -1,861 -84%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$6K -$19.5K -906 -76%
SF
103
Synovus Financial
Georgia
$6K +$6K +275 New
MPWT
104
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
AC
105
AlphaCore Capital
California
$4K – – –
AIC
106
Archer Investment Corporation
Indiana
$4K – – –
RCA
107
Ranch Capital Advisors
Florida
$3K -$4.69K -219 -61%
AA
108
Ancora Advisors
Ohio
$2K – – –
GI
109
Gradient Investments
Minnesota
$2K – – –
HFM
110
Hartford Financial Management
Connecticut
$2K – – –
AF
111
Allworth Financial
California
$1K – – –
AWM
112
AE Wealth Management
Kansas
– -$5.1M -132,721 Closed
HCA
113
Heck Capital Advisors
Wisconsin
– -$4.65M -120,943 Closed
PCM
114
Perritt Capital Management
Illinois
– -$3.97M -103,197 Closed
MWM
115
Marietta Wealth Management
Georgia
– -$3.81M -99,032 Closed
SS
116
Simplicity Solutions
Minnesota
– -$2.99M -77,704 Closed
S
117
Surevest
California
– -$2.96M -76,930 Closed
OL
118
Optas LLC
Texas
– -$2.72M -70,853 Closed
Stifel Financial
119
Stifel Financial
Missouri
– -$2.27M -59,001 Closed
BFG
120
Barber Financial Group
Kansas
– -$1.97M -51,310 Closed
CA
121
Continuum Advisory
Idaho
– -$1.56M -40,441 Closed
PIA
122
Perennial Investment Advisors
California
– -$530K -13,773 Closed
CAM
123
Covenant Asset Management
New Jersey
– -$446K -11,592 Closed
UWM
124
USAdvisors Wealth Management
Minnesota
– -$412K -10,720 Closed
MML Investors Services
125
MML Investors Services
Massachusetts
– -$384K -9,980 Closed
2 3 4
5
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