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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

139 hedge funds and large institutions have $462M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 12 closing their positions.

Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
30
Increased
44
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Private Wealth Strategies
Ohio
$6.5M
2
9WM
2
9258 Wealth Management
Ohio
$4.32M
3
Bank of America
3
Bank of America
North Carolina
$62.5M
4
CCFM
4
Clear Creek Financial Management
Washington
$9.49M
5
PA
5
PSI Advisors
Florida
$2.76M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
Jane Street
2
Jane Street
New York
$541K
3
AW
3
ACG Wealth
Georgia
$8.46M
4
UBS AM
4
UBS AM
Illinois
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$62.5M 1,626,262 +89,932 +6%
Morgan Stanley
2
Morgan Stanley
New York
$50.4M 1,310,347 -5,844 -0.4%
SWM
3
SVA Wealth Management
Wisconsin
$44.8M 1,166,010 +19,503 +2%
LW
4
Linscomb Wealth
Texas
$29.3M 761,081 +27,255 +4%
3AM
5
3D Asset Management
Connecticut
$18.4M 479,379 -10,153 -2%
HFA
6
Huber Financial Advisors
Illinois
$15.2M 396,458 +34,735 +10%
UBS Group
7
UBS Group
Switzerland
$13.8M 357,757 -12,931 -3%
Ameriprise
8
Ameriprise
Minnesota
$12.3M 271,311 -36,012 -12%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11M 286,852 +18,280 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.6M 276,646 -6,228 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.2M 265,552 +27,810 +12%
CCFM
12
Clear Creek Financial Management
Washington
$9.49M 250,395 +82,515 +49%
AW
13
ACG Wealth
Georgia
$8.46M 220,096 -69,725 -24%
Wells Fargo
14
Wells Fargo
California
$8.1M 210,737 +8,785 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.39M 192,157 -1,841 -0.9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.98M 181,632 +7,269 +4%
PWS
17
Private Wealth Strategies
Ohio
$6.5M 168,933 +168,933 New
SWP
18
Stratos Wealth Partners
Ohio
$5.94M 154,438 +3,008 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.57M 144,836 -4,215 -3%
DC
20
Davenport & Co
Virginia
$5.53M 143,749 +12,940 +10%
AWM
21
AE Wealth Management
Kansas
$5.1M 132,721 +20,802 +19%
LPL Financial
22
LPL Financial
California
$4.68M 121,708 +24,612 +25%
HCA
23
Heck Capital Advisors
Wisconsin
$4.65M 120,943 +9,732 +9%
9WM
24
9258 Wealth Management
Ohio
$4.32M 112,465 +112,465 New
CIC
25
Cutler Investment Counsel
Oregon
$4.24M 110,149 -13,664 -11%
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