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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

59 hedge funds and large institutions have $210M invested in WisdomTree US SmallCap Earnings Fund in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
10
Increased
20
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$21.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.25M
3
LW
3
Linscomb Wealth
Texas
$8.39M
4
GI
4
Gradient Investments
Minnesota
$17M
5
SWM
5
SVA Wealth Management
Wisconsin
$13.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.8M
2
AP
2
Advisors Preferred
Maryland
$0
3
SC
3
Scotia Capital
Ontario, Canada
$0
4
Jane Street
4
Jane Street
New York
$3.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$16.4M
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$37M 448,210 +1,437 +0.3%
U
2
UBS
Switzerland
$21.9M 265,547 +158,876 +149%
GI
3
Gradient Investments
Minnesota
$17M 206,264 +23,696 +13%
Morgan Stanley
4
Morgan Stanley
New York
$16.4M 199,044 -14,948 -7%
Wells Fargo
5
Wells Fargo
California
$14.8M 178,769 -11,985 -6%
SWM
6
SVA Wealth Management
Wisconsin
$13.3M 160,936 +14,338 +10%
EIA
7
Edgemoor Investment Advisors
Maryland
$9.42M 114,005 -6,485 -5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$9.25M 111,948 +54,938 +96%
LW
9
Linscomb Wealth
Texas
$8.39M 101,503 +36,841 +57%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.21M 99,400 +4,539 +5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.21M 87,294 +2,220 +3%
Bank of America
12
Bank of America
North Carolina
$6.8M 82,312 -167,593 -67%
LPL Financial
13
LPL Financial
California
$6.04M 73,145 +897 +1%
CIC
14
Cutler Investment Counsel
Oregon
$5.49M 66,387 -1,248 -2%
Jane Street
15
Jane Street
New York
$3.5M 42,363 -15,832 -27%
Ameriprise
16
Ameriprise
Minnesota
$3.49M 42,215 -3,283 -7%
UCFA
17
United Capital Financial Advisors
Texas
$2.01M 24,333 +13 +0.1%
SG Americas Securities
18
SG Americas Securities
New York
$1.9M 22,981 +3,605 +19%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.59M 19,248 -1,847 -9%
PI
20
Placemark Investments
Illinois
$1.59M 19,233 +287 +2%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$1.2M 14,550 – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.14M 13,746 +2,774 +25%
MWP
23
Moller Wealth Partners
$1.1M 13,326 -6,397 -32%
Citigroup
24
Citigroup
New York
$1.1M 13,285 -194 -1%
CANC
25
Culbertson A N & Co
Virginia
$1.03M 12,500 – –
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