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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

84 hedge funds and large institutions have $290M invested in WisdomTree US SmallCap Earnings Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
28
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.3M
2
DLIC
2
Daido Life Insurance Company
Japan
$4.6M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
UBS AM
4
UBS AM
Illinois
$2.91M
5
MWM
5
Marietta Wealth Management
Georgia
$2.33M

Top Sellers

1
CIC
1
Cutler Investment Counsel
Oregon
$4.85M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
AssetMark Inc
3
AssetMark Inc
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.82M
5
UBS Group
5
UBS Group
Switzerland
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.3M 1,548,312 +259,362 +20%
3AM
2
3D Asset Management
Connecticut
$33.5M 937,830 -15,128 -2%
SWM
3
SVA Wealth Management
Wisconsin
$30.9M 883,642 -10,582 -1%
UBS Group
4
UBS Group
Switzerland
$25.5M 715,029 -29,000 -4%
LW
5
Linscomb Wealth
Texas
$23.5M 656,824 +52,051 +9%
Bank of America
6
Bank of America
North Carolina
$23M 643,876 +11,396 +2%
Wells Fargo
7
Wells Fargo
California
$13.8M 384,909 +91,390 +31%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.88M 192,667 +2,381 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.82M 162,471 -36,248 -18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.04M 141,020 +41,293 +41%
CIC
11
Cutler Investment Counsel
Oregon
$4.85M 135,777 -77,457 -36%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$4.8M 134,310 +11,687 +10%
DLIC
13
Daido Life Insurance Company
Japan
$4.6M 128,819 +128,819 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.27M 119,586 +2,925 +3%
UBS AM
15
UBS AM
Illinois
$2.91M 81,320 +81,320 New
KLI
16
Kelman-Lazarov Inc
Tennessee
$2.8M 78,457 -960 -1%
AI
17
Atria Investments
North Carolina
$2.64M 73,930 +1,625 +2%
LPL Financial
18
LPL Financial
California
$2.54M 71,094 +7,950 +13%
CCA
19
Clearwater Capital Advisors
Illinois
$2.36M 65,922 +3,309 +5%
MWM
20
Marietta Wealth Management
Georgia
$2.33M 65,219 +65,219 New
FA
21
Forefront Analytics
Pennsylvania
$2.33M 65,097 -22,841 -26%
CANC
22
Culbertson A N & Co
Virginia
$2.28M 63,802 -4,485 -7%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$2.17M 60,830 +13,844 +29%
Ameriprise
24
Ameriprise
Minnesota
$1.65M 46,191 +3,308 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.6M 44,782 +4,285 +11%
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