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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

59 hedge funds and large institutions have $167M invested in WisdomTree US SmallCap Earnings Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
7
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$17.4M
2
VKH
2
Virtu KCG Holdings
New York
$1.62M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.72M
4
Bank of America
4
Bank of America
North Carolina
$7.1M
5
LW
5
Linscomb Wealth
Texas
$8.2M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$23.2M
2
EIA
2
Edgemoor Investment Advisors
Maryland
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.55M
4
Morgan Stanley
4
Morgan Stanley
New York
$11.3M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$23.2M 305,048 -143,162 -32%
U
2
UBS
Switzerland
$20.4M 268,442 +2,895 +1%
GI
3
Gradient Investments
Minnesota
$17.4M 228,891 +22,627 +11%
SWM
4
SVA Wealth Management
Wisconsin
$12.6M 166,080 +5,144 +3%
Wells Fargo
5
Wells Fargo
California
$12.2M 160,778 -17,991 -10%
Morgan Stanley
6
Morgan Stanley
New York
$11.3M 148,759 -50,285 -25%
LW
7
Linscomb Wealth
Texas
$8.2M 107,753 +6,250 +6%
Bank of America
8
Bank of America
North Carolina
$7.1M 93,304 +10,992 +13%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.69M 87,958 -11,442 -12%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.31M 82,881 -4,413 -5%
CIC
11
Cutler Investment Counsel
Oregon
$5.31M 69,776 +3,389 +5%
LPL Financial
12
LPL Financial
California
$5.22M 69,553 -3,592 -5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.55M 46,700 -65,248 -58%
Ameriprise
14
Ameriprise
Minnesota
$3.1M 40,721 -1,494 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.72M 35,706 +16,458 +86%
SG Americas Securities
16
SG Americas Securities
New York
$2.13M 27,995 +5,014 +22%
UCFA
17
United Capital Financial Advisors
Texas
$1.81M 23,800 -533 -2%
VKH
18
Virtu KCG Holdings
New York
$1.62M 21,305 +21,305 New
PI
19
Placemark Investments
Illinois
$1.58M 20,816 +1,583 +8%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.22M 16,020 +2,274 +17%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$1.11M 14,550 – –
MWP
22
Moller Wealth Partners
$1.01M 13,326 – –
CANC
23
Culbertson A N & Co
Virginia
$924K 12,150 -350 -3%
AIG
24
American International Group
New York
$915K 12,032 +1,880 +19%
Citigroup
25
Citigroup
New York
$870K 11,436 -1,849 -14%
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