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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

48 hedge funds and large institutions have $183M invested in WisdomTree US SmallCap Earnings Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
22
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$19.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.4M
3
Wells Fargo
3
Wells Fargo
California
$15.4M
4
SG Americas Securities
4
SG Americas Securities
New York
$5.48M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.78M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
FAAS
2
First Allied Advisory Services
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.75M
4
MWP
4
Moller Wealth Partners
$1.61M
5
EIA
5
Edgemoor Investment Advisors
Maryland
$10M
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$36.1M 442,845 -69 -0%
Bank of America
2
Bank of America
North Carolina
$19.7M 241,597 +172,453 +249%
Morgan Stanley
3
Morgan Stanley
New York
$17.4M 213,595 +105,583 +98%
Wells Fargo
4
Wells Fargo
California
$15.4M 188,775 +99,065 +110%
GI
5
Gradient Investments
Minnesota
$12.3M 150,153 +26,074 +21%
EIA
6
Edgemoor Investment Advisors
Maryland
$10M 122,565 -1,526 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.84M 83,772 +6,199 +8%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$6.75M 82,726 -2,416 -3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$6.6M 80,811 +19,413 +32%
U
10
UBS
Switzerland
$6.23M 76,257 +488 +0.6%
SG Americas Securities
11
SG Americas Securities
New York
$5.48M 67,131 +67,131 New
CIC
12
Cutler Investment Counsel
Oregon
$5.33M 65,304 +1,301 +2%
LPL Financial
13
LPL Financial
California
$5.19M 63,559 +18,880 +42%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.78M 58,563 +44,476 +316%
Ameriprise
15
Ameriprise
Minnesota
$3.8M 46,490 +350 +0.8%
LW
16
Linscomb Wealth
Texas
$3.16M 38,681 +32,011 +480%
JWA
17
JFS Wealth Advisors
Pennsylvania
$2.42M 29,640 -664 -2%
PI
18
Placemark Investments
Illinois
$1.85M 22,681 +606 +3%
MWP
19
Moller Wealth Partners
$1.61M 19,723 -2,268 -10%
AIG
20
American International Group
New York
$1.46M 17,900 +10,908 +156%
Citigroup
21
Citigroup
New York
$1.23M 15,003 -403 -3%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$1.19M 14,550 – –
CANC
23
Culbertson A N & Co
Virginia
$1.02M 12,460 +410 +3%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$851K 10,425 +2,464 +31%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$716K 8,776 +2,048 +30%
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