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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

122 hedge funds and large institutions have $422M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
11
Increased
50
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54.7M
2
HCA
2
Heck Capital Advisors
Wisconsin
$3.96M
3
HFA
3
Huber Financial Advisors
Illinois
$12.9M
4
Jane Street
4
Jane Street
New York
$3.55M
5
AWM
5
AE Wealth Management
Kansas
$3.98M

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$4.92M
2
UBS Group
2
UBS Group
Switzerland
$13.2M
3
Wells Fargo
3
Wells Fargo
California
$7.19M
4
US Bancorp
4
US Bancorp
Minnesota
$180K
5
CCFM
5
Clear Creek Financial Management
Washington
$6.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$54.7M 1,536,330 +634,860 +70%
Morgan Stanley
2
Morgan Stanley
New York
$46.9M 1,316,191 -20,968 -2%
SWM
3
SVA Wealth Management
Wisconsin
$40.8M 1,146,507 -6,319 -0.5%
LW
4
Linscomb Wealth
Texas
$26.1M 733,826 +12,658 +2%
3AM
5
3D Asset Management
Connecticut
$17.4M 489,532 +19,260 +4%
DLIC
6
Daido Life Insurance Company
Japan
$14.8M 414,720 +53,368 +15%
UBS Group
7
UBS Group
Switzerland
$13.2M 370,688 -88,358 -19%
HFA
8
Huber Financial Advisors
Illinois
$12.9M 361,723 +81,389 +29%
Ameriprise
9
Ameriprise
Minnesota
$10.9M 307,323 +30,152 +11%
AW
10
ACG Wealth
Georgia
$10.3M 289,821 -380 -0.1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$10.1M 282,874 +4,778 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.56M 268,572 +1,347 +0.5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.46M 237,742 +18,335 +8%
Wells Fargo
14
Wells Fargo
California
$7.19M 201,952 -78,323 -28%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.9M 193,998 -8,619 -4%
CCFM
16
Clear Creek Financial Management
Washington
$6.28M 167,880 -51,772 -24%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.21M 174,363 -5,924 -3%
SWP
18
Stratos Wealth Partners
Ohio
$5.39M 151,430 +3,681 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.31M 149,051 +6,419 +5%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4.92M 138,065 -130,833 -49%
DC
21
Davenport & Co
Virginia
$4.69M 130,809 -1,913 -1%
CIC
22
Cutler Investment Counsel
Oregon
$4.41M 123,813 -5,118 -4%
AWM
23
AE Wealth Management
Kansas
$3.98M 111,919 +63,506 +131%
HCA
24
Heck Capital Advisors
Wisconsin
$3.96M 111,211 +111,211 New
Citigroup
25
Citigroup
New York
$3.79M 106,444 -3,160 -3%
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