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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

75 hedge funds and large institutions have $237M invested in WisdomTree US SmallCap Earnings Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
31
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Barometer Capital Management
Ontario, Canada
$2.79M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.3M
3
SEI Investments
3
SEI Investments
Pennsylvania
$595K
4
CPIG
4
Chicago Partners Investment Group
Illinois
$725K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.79M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.9M
2
CIC
2
Cutler Investment Counsel
Oregon
$4.5M
3
Jane Street
3
Jane Street
New York
$231K
4
UBS Group
4
UBS Group
Switzerland
$24.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.3M 1,106,072 +61,578 +6%
3AM
2
3D Asset Management
Connecticut
$31.3M 953,507 -20,778 -2%
SWM
3
SVA Wealth Management
Wisconsin
$28.6M 872,138 +3,286 +0.4%
UBS Group
4
UBS Group
Switzerland
$24.2M 738,372 -48,073 -6%
Bank of America
5
Bank of America
North Carolina
$19.9M 607,327 -325,671 -35%
LW
6
Linscomb Wealth
Texas
$17M 516,450 +11,217 +2%
Wells Fargo
7
Wells Fargo
California
$9.78M 297,902 +4,582 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.42M 256,274 -43,747 -15%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.88M 178,898 +576 +0.3%
CIC
10
Cutler Investment Counsel
Oregon
$4.5M 136,894 -64,351 -32%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$3.79M 115,310 +17,596 +18%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.72M 113,295 +813 +0.7%
TA
13
TMD & Associates
Arizona
$3.05M 92,840 -3,250 -3%
BCM
14
Barometer Capital Management
Ontario, Canada
$2.79M 84,900 +84,900 New
LPL Financial
15
LPL Financial
California
$2.71M 82,389 -2,854 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.52M 76,817 +313 +0.4%
KLI
17
Kelman-Lazarov Inc
Tennessee
$2.51M 76,313 +4,313 +6%
AI
18
Atria Investments
North Carolina
$2.39M 72,731 +4,498 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.06M 62,758 -19,082 -23%
CANC
20
Culbertson A N & Co
Virginia
$1.95M 59,369 +8,735 +17%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$1.82M 55,489 +745 +1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.76M 53,487 +1,210 +2%
UCFA
23
United Capital Financial Advisors
Texas
$1.72M 52,397 -6 -0%
AssetMark Inc
24
AssetMark Inc
California
$1.72M 52,210 +10,501 +25%
CCA
25
Clearwater Capital Advisors
Illinois
$1.58M 48,370 +3,302 +7%
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