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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

37 hedge funds and large institutions have $103M invested in WisdomTree US SmallCap Earnings Fund in 2013 Q2 according to their latest regulatory filings, with 37 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
37
Holders Change
+37
Holders Change %
–
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
37
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3D Asset Management
Connecticut
$30.2M
2
EIA
2
Edgemoor Investment Advisors
Maryland
$8.38M
3
GI
3
Gradient Investments
Minnesota
$7.16M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.12M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.68M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$30.2M 451,582 +451,582 New
EIA
2
Edgemoor Investment Advisors
Maryland
$8.38M 125,426 +125,426 New
GI
3
Gradient Investments
Minnesota
$7.16M 107,107 +107,107 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.12M 91,662 +91,662 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.68M 84,993 +84,993 New
U
6
UBS
Switzerland
$5.38M 80,463 +80,463 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.91M 73,463 +73,463 New
Bank of America
8
Bank of America
North Carolina
$4.56M 68,237 +68,237 New
CIC
9
Cutler Investment Counsel
Oregon
$4.36M 65,262 +65,262 New
Wells Fargo
10
Wells Fargo
California
$4.18M 62,519 +62,519 New
Ameriprise
11
Ameriprise
Minnesota
$3.07M 45,942 +45,942 New
Morgan Stanley
12
Morgan Stanley
New York
$3.05M 45,645 +45,645 New
CEMP
13
Compass Efficient Model Portfolios
Tennessee
$2.74M 40,948 +40,948 New
JWA
14
JFS Wealth Advisors
Pennsylvania
$2.22M 33,170 +33,170 New
MWP
15
Moller Wealth Partners
$1.47M 21,991 +21,991 New
LPL Financial
16
LPL Financial
California
$1.43M 21,411 +21,411 New
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$972K 14,550 +14,550 New
Citigroup
18
Citigroup
New York
$916K 13,711 +13,711 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$869K 13,005 +13,005 New
CANC
20
Culbertson A N & Co
Virginia
$785K 11,750 +11,750 New
PI
21
Placemark Investments
Illinois
$655K 9,813 +9,813 New
LIA
22
LBMC Investment Advisors
Tennessee
$475K 7,115 +7,115 New
CIBC World Market
23
CIBC World Market
Ontario, Canada
$449K 6,728 +6,728 New
FIM
24
Freedom Investment Management
Connecticut
$412K 6,164 +6,164 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$366K 5,481 +5,481 New
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