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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

122 hedge funds and large institutions have $393M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
16
Increased
49
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
ACG Wealth
Georgia
$10.4M
2
HFA
2
Huber Financial Advisors
Illinois
$10.1M
3
CCFM
3
Clear Creek Financial Management
Washington
$7.88M
4
SWP
4
Stratos Wealth Partners
Ohio
$5.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.59M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.5M
2
Wells Fargo
2
Wells Fargo
California
$10.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$17K
5
LPL Financial
5
LPL Financial
California
$3.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48M 1,337,159 +33,321 +3%
SWM
2
SVA Wealth Management
Wisconsin
$41.4M 1,152,826 +22,071 +2%
Bank of America
3
Bank of America
North Carolina
$32.3M 901,470 +58,772 +7%
LW
4
Linscomb Wealth
Texas
$25.9M 721,168 +20,843 +3%
3AM
5
3D Asset Management
Connecticut
$16.9M 470,272 -10,521 -2%
UBS Group
6
UBS Group
Switzerland
$16.5M 459,046 -464,634 -50%
DLIC
7
Daido Life Insurance Company
Japan
$13M 361,352 – –
AW
8
ACG Wealth
Georgia
$10.4M 290,201 +262,191 +936%
HFA
9
Huber Financial Advisors
Illinois
$10.1M 280,334 +240,476 +603%
Wells Fargo
10
Wells Fargo
California
$10.1M 280,275 -103,620 -27%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.98M 278,096 -17,459 -6%
Ameriprise
12
Ameriprise
Minnesota
$9.95M 277,171 +94,272 +52%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$9.65M 268,898 -9,882 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$9.59M 267,225 +109,227 +69%
CCFM
15
Clear Creek Financial Management
Washington
$7.88M 219,652 +219,652 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.87M 219,407 +6,950 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$7.26M 202,617 -969 -0.5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.47M 180,287 +102,333 +131%
SWP
19
Stratos Wealth Partners
Ohio
$5.3M 147,749 +124,122 +525%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.12M 142,632 -12,322 -8%
DC
21
Davenport & Co
Virginia
$4.76M 132,722 +19,134 +17%
CIC
22
Cutler Investment Counsel
Oregon
$4.63M 128,931 -125 -0.1%
Citigroup
23
Citigroup
New York
$3.93M 109,604 +77,739 +244%
LPL Financial
24
LPL Financial
California
$3.61M 100,551 -21,326 -17%
SAM
25
Smithbridge Asset Management
Pennsylvania
$3.12M 86,925 +360 +0.4%
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