EES icon

WisdomTree US SmallCap Earnings Fund

62 hedge funds and large institutions have $179M invested in WisdomTree US SmallCap Earnings Fund in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 13 closing their positions.

Holders
62
Holders Change
-8
Holders Change %
-11.43%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
23
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.7M 433,959 +236,019 +119%
UBS Group
2
UBS Group
Switzerland
$23.4M 276,653 +10,097 +4%
3AM
3
3D Asset Management
Connecticut
$17.6M 207,785 -7,978 -4%
SWM
4
SVA Wealth Management
Wisconsin
$15.1M 179,077 +9,681 +6%
Wells Fargo
5
Wells Fargo
California
$14.7M 174,048 +13,606 +8%
Bank of America
6
Bank of America
North Carolina
$11.8M 139,712 +24,601 +21%
LW
7
Linscomb Wealth
Texas
$10.1M 119,458 +5,555 +5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$6.79M 80,375 +327 +0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.2M 73,323 +33,261 +83%
CIC
10
Cutler Investment Counsel
Oregon
$5.11M 60,458 -4,305 -7%
LPL Financial
11
LPL Financial
California
$4.34M 51,340 -15,930 -24%
Jane Street
12
Jane Street
New York
$3.4M 40,206 -47,708 -54%
UCFA
13
United Capital Financial Advisors
Texas
$2.04M 24,281 -1,756 -7%
Citigroup
14
Citigroup
New York
$1.75M 20,690 +4,349 +27%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.43M 16,974 +4,304 +34%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.39M 16,415 -4,441 -21%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.2M 14,222 +8,021 +129%
MWP
18
Moller Wealth Partners
$1.09M 12,946 -380 -3%
CANC
19
Culbertson A N & Co
Virginia
$1.05M 12,450
Goldman Sachs
20
Goldman Sachs
New York
$1.04M 12,336 +12,336 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.04M 12,288 +2,356 +24%
Citadel Advisors
22
Citadel Advisors
Florida
$951K 11,245 -24,302 -68%
LIA
23
LBMC Investment Advisors
Tennessee
$894K 10,581
VFA
24
Voya Financial Advisors
Connecticut
$841K 9,923 +9,923 New
BHB
25
Bank Hapoalim BM
Israel
$737K 8,716 -810 -9%