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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

70 hedge funds and large institutions have $180M invested in WisdomTree US SmallCap Earnings Fund in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
19
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$22.1M
2
Jane Street
2
Jane Street
New York
$7.27M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.94M
5
GI
5
Gradient Investments
Minnesota
$20.9M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$17.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.31M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$492K
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
VKH
5
Virtu KCG Holdings
New York
$298K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$22.1M 266,556 +266,556 New
GI
2
Gradient Investments
Minnesota
$20.9M 252,801 +23,910 +10%
3AM
3
3D Asset Management
Connecticut
$17.9M 215,763 -89,285 -29%
Morgan Stanley
4
Morgan Stanley
New York
$16.4M 197,940 +49,181 +33%
SWM
5
SVA Wealth Management
Wisconsin
$14M 169,396 +3,316 +2%
Wells Fargo
6
Wells Fargo
California
$13.3M 160,442 -336 -0.2%
Bank of America
7
Bank of America
North Carolina
$9.52M 115,111 +21,807 +23%
LW
8
Linscomb Wealth
Texas
$9.42M 113,903 +6,150 +6%
Jane Street
9
Jane Street
New York
$7.27M 87,914 +87,914 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.62M 80,048 -2,833 -3%
LPL Financial
11
LPL Financial
California
$5.57M 67,270 -2,283 -3%
CIC
12
Cutler Investment Counsel
Oregon
$5.36M 64,763 -5,013 -7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.31M 40,062 -47,896 -54%
Ameriprise
14
Ameriprise
Minnesota
$3.16M 38,215 -2,506 -6%
Citadel Advisors
15
Citadel Advisors
Florida
$2.94M 35,547 +35,547 New
UCFA
16
United Capital Financial Advisors
Texas
$2.15M 26,037 +2,237 +9%
PI
17
Placemark Investments
Illinois
$1.77M 21,418 +602 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.72M 20,856 -14,850 -42%
Citigroup
19
Citigroup
New York
$1.35M 16,341 +4,905 +43%
MWP
20
Moller Wealth Partners
$1.1M 13,326 – –
HighTower Advisors
21
HighTower Advisors
Illinois
$1.05M 12,670 +6,549 +107%
CANC
22
Culbertson A N & Co
Virginia
$1.03M 12,450 +300 +2%
VFS
23
VSR Financial Services
Kansas
$949K 11,472 +7,173 +167%
LIA
24
LBMC Investment Advisors
Tennessee
$875K 10,581 – –
AIG
25
American International Group
New York
$843K 10,193 -1,839 -15%
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