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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

67 hedge funds and large institutions have $252M invested in WisdomTree US SmallCap Earnings Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
67
Holders Change
-8
Holders Change %
-10.67%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
5
Increased
28
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.8M
2
LW
2
Linscomb Wealth
Texas
$18.9M
3
3AM
3
3D Asset Management
Connecticut
$34.1M
4
Jane Street
4
Jane Street
New York
$990K
5
LPL Financial
5
LPL Financial
California
$3.35M

Top Sellers

1
BCM
1
Barometer Capital Management
Ontario, Canada
$0
2
UBS Group
2
UBS Group
Switzerland
$23.6M
3
Bank of America
3
Bank of America
North Carolina
$20.3M
4
LIA
4
LBMC Investment Advisors
Tennessee
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.8M 1,196,657 +90,585 +8%
3AM
2
3D Asset Management
Connecticut
$34.1M 976,317 +22,810 +2%
SWM
3
SVA Wealth Management
Wisconsin
$30.9M 883,642 +11,504 +1%
UBS Group
4
UBS Group
Switzerland
$23.6M 675,387 -62,985 -9%
Bank of America
5
Bank of America
North Carolina
$20.3M 581,692 -25,635 -4%
LW
6
Linscomb Wealth
Texas
$18.9M 539,960 +23,510 +5%
Wells Fargo
7
Wells Fargo
California
$10.8M 308,230 +10,328 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.69M 248,483 -7,791 -3%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.19M 176,758 -2,140 -1%
CIC
10
Cutler Investment Counsel
Oregon
$4.94M 141,165 +4,271 +3%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$4.11M 117,379 +2,069 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4M 114,262 +967 +0.9%
LPL Financial
13
LPL Financial
California
$3.35M 95,710 +13,321 +16%
TA
14
TMD & Associates
Arizona
$3.17M 90,775 -2,065 -2%
KLI
15
Kelman-Lazarov Inc
Tennessee
$2.8M 80,114 +3,801 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.68M 76,623 -194 -0.3%
AI
17
Atria Investments
North Carolina
$2.65M 75,633 +2,902 +4%
CANC
18
Culbertson A N & Co
Virginia
$2.25M 64,277 +4,908 +8%
CCA
19
Clearwater Capital Advisors
Illinois
$2.11M 60,007 +11,637 +24%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$2.01M 57,553 +2,064 +4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.89M 53,907 +420 +0.8%
AssetMark Inc
22
AssetMark Inc
California
$1.86M 53,075 +865 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.65M 47,219 -15,539 -25%
UCFA
24
United Capital Financial Advisors
Texas
$1.41M 40,309 -12,088 -23%
GLRA
25
Gerald L. Ray & Associates
Texas
$1.27M 36,194 -1,291 -3%
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