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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

109 hedge funds and large institutions have $288M invested in WisdomTree US SmallCap Earnings Fund in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
36
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$33.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.56M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.2M
4
Ameriprise
4
Ameriprise
Minnesota
$4.29M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.61M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$15.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.3M
3
Bank of America
3
Bank of America
North Carolina
$21.7M
4
Wells Fargo
4
Wells Fargo
California
$12.7M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$685K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.3M 1,351,859 -313,301 -19%
SWM
2
SVA Wealth Management
Wisconsin
$33.7M 1,052,479 +110,434 +12%
UBS Group
3
UBS Group
Switzerland
$25.9M 807,289 -13,886 -2%
Bank of America
4
Bank of America
North Carolina
$21.7M 676,013 -135,255 -17%
LW
5
Linscomb Wealth
Texas
$21.3M 665,978 -34,632 -5%
3AM
6
3D Asset Management
Connecticut
$15.6M 487,125 -435,187 -47%
Wells Fargo
7
Wells Fargo
California
$12.7M 396,000 -90,607 -19%
DLIC
8
Daido Life Insurance Company
Japan
$11.6M 361,352 – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.2M 255,935 +90,052 +54%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.4M 199,706 +631 +0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.7M 177,775 +18,304 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.17M 161,268 +13,915 +9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.56M 142,290 +92,782 +187%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$4.45M 139,017 +839 +0.6%
Ameriprise
15
Ameriprise
Minnesota
$4.29M 133,386 +58,629 +78%
CIC
16
Cutler Investment Counsel
Oregon
$4.14M 129,225 -15,715 -11%
LPL Financial
17
LPL Financial
California
$3.64M 113,665 +26,952 +31%
BFG
18
Barber Financial Group
Kansas
$2.38M 74,338 +28,918 +64%
CCA
19
Clearwater Capital Advisors
Illinois
$2.32M 72,445 +3,631 +5%
KLI
20
Kelman-Lazarov Inc
Tennessee
$2.28M 71,090 -1,567 -2%
UBS AM
21
UBS AM
Illinois
$2.27M 70,890 -9,686 -12%
CANC
22
Culbertson A N & Co
Virginia
$2.25M 70,344 +1,451 +2%
RJA
23
Raymond James & Associates
Florida
$2.22M 69,292 +33,308 +93%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$2.17M 67,634 +5,208 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.95M 60,880 +11,903 +24%
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