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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

99 hedge funds and large institutions have $348M invested in WisdomTree US SmallCap Earnings Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
36
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
1
Daido Life Insurance Company
Japan
$14M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.3M
3
Wells Fargo
3
Wells Fargo
California
$17.9M
4
UBS Group
4
UBS Group
Switzerland
$30.5M
5
Bank of America
5
Bank of America
North Carolina
$27.7M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$0
2
3AM
2
3D Asset Management
Connecticut
$35.7M
3
Jane Street
3
Jane Street
New York
$1.12M
4
CAN
4
Cetera Advisor Networks
California
$0
5
AF
5
Advisornet Financial
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$64.3M 1,661,199 +112,887 +7%
SWM
2
SVA Wealth Management
Wisconsin
$35.7M 923,875 +40,233 +5%
3AM
3
3D Asset Management
Connecticut
$35.7M 922,832 -14,998 -2%
UBS Group
4
UBS Group
Switzerland
$30.5M 788,372 +73,343 +10%
Bank of America
5
Bank of America
North Carolina
$27.7M 715,637 +71,761 +11%
LW
6
Linscomb Wealth
Texas
$26.3M 679,853 +23,029 +4%
Wells Fargo
7
Wells Fargo
California
$17.9M 463,415 +78,506 +20%
DLIC
8
Daido Life Insurance Company
Japan
$14M 361,352 +232,533 +181%
HighTower Advisors
9
HighTower Advisors
Illinois
$7.49M 193,597 +930 +0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.86M 177,272 +14,801 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.83M 150,784 +31,198 +26%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.64M 145,858 +4,838 +3%
CIC
13
Cutler Investment Counsel
Oregon
$5.53M 142,899 +7,122 +5%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$4.8M 134,310 – –
FA
15
Forefront Analytics
Pennsylvania
$3.32M 85,779 +20,682 +32%
LPL Financial
16
LPL Financial
California
$3.2M 82,572 +11,478 +16%
UBS AM
17
UBS AM
Illinois
$3.12M 80,576 -744 -0.9%
KLI
18
Kelman-Lazarov Inc
Tennessee
$3.01M 77,761 -696 -0.9%
AI
19
Atria Investments
North Carolina
$3M 77,594 +3,664 +5%
MWM
20
Marietta Wealth Management
Georgia
$2.79M 72,224 +7,005 +11%
CCA
21
Clearwater Capital Advisors
Illinois
$2.69M 69,569 +3,647 +6%
CANC
22
Culbertson A N & Co
Virginia
$2.49M 64,293 +491 +0.8%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$2.44M 63,022 +2,192 +4%
RJA
24
Raymond James & Associates
Florida
$2.02M 52,232 +17,300 +50%
Ameriprise
25
Ameriprise
Minnesota
$1.97M 54,017 +7,826 +17%
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