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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

77 hedge funds and large institutions have $276M invested in WisdomTree US SmallCap Earnings Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+10
Holders Change %
+14.93%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
27
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
FA
2
Forefront Analytics
Pennsylvania
$3.19M
3
CIC
3
Cutler Investment Counsel
Oregon
$7.72M
4
UBS Group
4
UBS Group
Switzerland
$26.9M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.39M

Top Sellers

1
TA
1
TMD & Associates
Arizona
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.2M
3
LPL Financial
3
LPL Financial
California
$2.29M
4
Jane Street
4
Jane Street
New York
$0
5
3AM
5
3D Asset Management
Connecticut
$34.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.7M 1,288,950 +92,293 +8%
3AM
2
3D Asset Management
Connecticut
$34.5M 952,958 -23,359 -2%
SWM
3
SVA Wealth Management
Wisconsin
$32.4M 894,224 +10,582 +1%
UBS Group
4
UBS Group
Switzerland
$26.9M 744,029 +68,642 +10%
Bank of America
5
Bank of America
North Carolina
$22.9M 632,480 +50,788 +9%
LW
6
Linscomb Wealth
Texas
$21.9M 604,773 +64,813 +12%
Wells Fargo
7
Wells Fargo
California
$10.6M 293,519 -14,711 -5%
CIC
8
Cutler Investment Counsel
Oregon
$7.72M 213,234 +72,069 +51%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.2M 198,719 -49,764 -20%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.89M 190,286 +13,528 +8%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$4.44M 122,623 +5,244 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.23M 116,661 +2,399 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.61M 99,727 +23,104 +30%
FA
14
Forefront Analytics
Pennsylvania
$3.19M 87,938 +87,938 New
KLI
15
Kelman-Lazarov Inc
Tennessee
$2.88M 79,417 -697 -0.9%
AI
16
Atria Investments
North Carolina
$2.62M 72,305 -3,328 -4%
CANC
17
Culbertson A N & Co
Virginia
$2.47M 68,287 +4,010 +6%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.39M 65,855 +65,855 New
LPL Financial
19
LPL Financial
California
$2.29M 63,144 -32,566 -34%
CCA
20
Clearwater Capital Advisors
Illinois
$2.27M 62,613 +2,606 +4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.99M 54,983 +1,076 +2%
AssetMark Inc
22
AssetMark Inc
California
$1.78M 49,217 -3,858 -7%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$1.7M 46,986 -10,567 -18%
Ameriprise
24
Ameriprise
Minnesota
$1.55M 42,883 +29,129 +212%
MIAN
25
Mariner Independent Advisor Network
Kansas
$1.5M 40,774 +40,774 New
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