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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

103 hedge funds and large institutions have $370M invested in WisdomTree US SmallCap Earnings Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
11
Increased
42
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$32.3M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$2.23M
3
UBS Group
3
UBS Group
Switzerland
$32.7M
4
AW
4
ACG Wealth
Georgia
$1.13M
5
Wells Fargo
5
Wells Fargo
California
$19.4M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$297K
2
SEI Investments
2
SEI Investments
Pennsylvania
$0
3
RJA
3
Raymond James & Associates
Florida
$1.43M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$66.3M 1,665,160 +3,961 +0.2%
SWM
2
SVA Wealth Management
Wisconsin
$37.5M 942,045 +18,170 +2%
3AM
3
3D Asset Management
Connecticut
$36.7M 922,312 -520 -0.1%
UBS Group
4
UBS Group
Switzerland
$32.7M 821,175 +32,803 +4%
Bank of America
5
Bank of America
North Carolina
$32.3M 811,268 +95,631 +13%
LW
6
Linscomb Wealth
Texas
$27.9M 700,610 +20,757 +3%
Wells Fargo
7
Wells Fargo
California
$19.4M 486,607 +23,192 +5%
DLIC
8
Daido Life Insurance Company
Japan
$14.4M 361,352 – –
HighTower Advisors
9
HighTower Advisors
Illinois
$7.94M 199,075 +5,478 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.61M 165,883 -11,389 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.35M 159,471 +8,687 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.87M 147,353 +1,495 +1%
CIC
13
Cutler Investment Counsel
Oregon
$5.77M 144,940 +2,041 +1%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$5.51M 138,178 +3,868 +3%
LPL Financial
15
LPL Financial
California
$3.46M 86,713 +4,141 +5%
FA
16
Forefront Analytics
Pennsylvania
$3.44M 86,300 +521 +0.6%
UBS AM
17
UBS AM
Illinois
$3.21M 80,576 – –
Ameriprise
18
Ameriprise
Minnesota
$2.98M 74,757 +20,740 +38%
KLI
19
Kelman-Lazarov Inc
Tennessee
$2.9M 72,657 -5,104 -7%
MWM
20
Marietta Wealth Management
Georgia
$2.82M 70,704 -1,520 -2%
CANC
21
Culbertson A N & Co
Virginia
$2.75M 68,893 +4,600 +7%
CCA
22
Clearwater Capital Advisors
Illinois
$2.74M 68,814 -755 -1%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$2.49M 62,426 -596 -0.9%
DC
24
Davenport & Co
Virginia
$2.27M 56,891 +15,707 +38%
MIAN
25
Mariner Independent Advisor Network
Kansas
$2.23M 55,983 +55,983 New
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