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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

41 hedge funds and large institutions have $121M invested in WisdomTree US SmallCap Earnings Fund in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
19
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.99M
2
Wells Fargo
2
Wells Fargo
California
$6.64M
3
LPL Financial
3
LPL Financial
California
$3.37M
4
GI
4
Gradient Investments
Minnesota
$9.18M
5
PI
5
Placemark Investments
Illinois
$1.63M

Top Sellers

1
CEMP
1
Compass Efficient Model Portfolios
Tennessee
$48K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.54M
3
3AM
3
3D Asset Management
Connecticut
$32.8M
4
U
4
UBS
Switzerland
$5.61M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$32.8M 442,914 -8,668 -2%
EIA
2
Edgemoor Investment Advisors
Maryland
$9.18M 124,091 -1,335 -1%
GI
3
Gradient Investments
Minnesota
$9.18M 124,079 +16,972 +16%
Morgan Stanley
4
Morgan Stanley
New York
$7.99M 108,012 +62,367 +137%
Wells Fargo
5
Wells Fargo
California
$6.64M 89,710 +27,191 +43%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.3M 85,142 +149 +0.2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.74M 77,573 +4,110 +6%
U
8
UBS
Switzerland
$5.61M 75,769 -4,694 -6%
Bank of America
9
Bank of America
North Carolina
$5.11M 69,144 +907 +1%
CIC
10
Cutler Investment Counsel
Oregon
$4.73M 64,003 -1,259 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.54M 61,398 -30,264 -33%
Ameriprise
12
Ameriprise
Minnesota
$3.41M 46,140 +198 +0.4%
LPL Financial
13
LPL Financial
California
$3.37M 44,679 +23,268 +109%
JWA
14
JFS Wealth Advisors
Pennsylvania
$2.24M 30,304 -2,866 -9%
PI
15
Placemark Investments
Illinois
$1.63M 22,075 +12,262 +125%
MWP
16
Moller Wealth Partners
$1.63M 21,991 – –
Citigroup
17
Citigroup
New York
$1.14M 15,406 +1,695 +12%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$1.08M 14,550 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.04M 14,087 +1,082 +8%
CANC
20
Culbertson A N & Co
Virginia
$891K 12,050 +300 +3%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$589K 7,961 +3,360 +73%
LIA
22
LBMC Investment Advisors
Tennessee
$526K 7,115 – –
AIG
23
American International Group
New York
$517K 6,992 +4,523 +183%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$498K 6,728 – –
LW
25
Linscomb Wealth
Texas
$493K 6,670 +6,670 New
1
2