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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

53 hedge funds and large institutions have $203M invested in WisdomTree US SmallCap Earnings Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 0 closing their positions.

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
6
Increased
25
Reduced
13
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$12M
2
Jane Street
2
Jane Street
New York
$4.75M
3
GI
3
Gradient Investments
Minnesota
$14.9M
4
U
4
UBS
Switzerland
$8.7M
5
LW
5
Linscomb Wealth
Texas
$5.27M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$1.58M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.72M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.64M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$878K
5
AIG
5
American International Group
New York
$542K
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$36.4M 446,773 +3,928 +0.9%
Bank of America
2
Bank of America
North Carolina
$20.4M 249,905 +8,308 +3%
Morgan Stanley
3
Morgan Stanley
New York
$17.5M 213,992 +397 +0.2%
Wells Fargo
4
Wells Fargo
California
$15.6M 190,754 +1,979 +1%
GI
5
Gradient Investments
Minnesota
$14.9M 182,568 +32,415 +22%
SWM
6
SVA Wealth Management
Wisconsin
$12M 146,598 +142,317 +3,324%
EIA
7
Edgemoor Investment Advisors
Maryland
$9.83M 120,490 -2,075 -2%
U
8
UBS
Switzerland
$8.7M 106,671 +30,414 +40%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.74M 94,861 +11,089 +13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.94M 85,074 +2,348 +3%
LPL Financial
11
LPL Financial
California
$5.89M 72,248 +8,689 +14%
CIC
12
Cutler Investment Counsel
Oregon
$5.52M 67,635 +2,331 +4%
LW
13
Linscomb Wealth
Texas
$5.27M 64,662 +25,981 +67%
Jane Street
14
Jane Street
New York
$4.75M 58,195 +58,195 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$4.64M 57,010 -23,801 -29%
Ameriprise
16
Ameriprise
Minnesota
$3.71M 45,498 -992 -2%
UCFA
17
United Capital Financial Advisors
Texas
$1.98M 24,320 +19,893 +449%
AP
18
Advisors Preferred
Maryland
$1.74M 21,386 +21,386 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.72M 21,095 -37,468 -64%
SC
20
Scotia Capital
Ontario, Canada
$1.62M 19,846 +12,245 +161%
MWP
21
Moller Wealth Partners
$1.61M 19,723 – –
SG Americas Securities
22
SG Americas Securities
New York
$1.58M 19,376 -47,755 -71%
PI
23
Placemark Investments
Illinois
$1.55M 18,946 -3,735 -16%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$1.19M 14,550 – –
Citigroup
25
Citigroup
New York
$1.1M 13,479 -1,524 -10%
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