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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

112 hedge funds and large institutions have $245M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 47 reducing their positions, and 35 closing their positions.

Holders
112
Holders Change
-27
Holders Change %
-19.42%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
12
Increased
28
Reduced
47
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$12.5M
2
HFA
2
Huber Financial Advisors
Illinois
$12.5M
3
UBS Group
3
UBS Group
Switzerland
$11M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.6M
5
BWP
5
BSW Wealth Partners
Colorado
$2.45M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$24.7M
2
AWM
2
AE Wealth Management
Kansas
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$946K
4
HCA
4
Heck Capital Advisors
Wisconsin
$0
5
PCM
5
Perritt Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.3M 1,313,510 +3,163 +0.2%
SWM
2
SVA Wealth Management
Wisconsin
$27.6M 1,235,213 +69,203 +6%
Bank of America
3
Bank of America
North Carolina
$24.7M 1,104,550 -521,712 -32%
LW
4
Linscomb Wealth
Texas
$17.1M 765,386 +4,305 +0.6%
3AM
5
3D Asset Management
Connecticut
$12.6M 564,287 +84,908 +18%
SC
6
Savant Capital
Illinois
$12.5M 557,870 +557,870 New
HFA
7
Huber Financial Advisors
Illinois
$12.5M 557,723 +161,265 +41%
UBS Group
8
UBS Group
Switzerland
$11M 492,281 +134,524 +38%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.11M 363,335 +76,483 +27%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.77M 258,292 -7,260 -3%
Ameriprise
11
Ameriprise
Minnesota
$5.51M 243,315 -27,996 -10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.35M 239,682 -36,964 -13%
AW
13
ACG Wealth
Georgia
$4.44M 198,995 -21,101 -10%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.03M 180,241 -1,391 -0.8%
PWS
15
Private Wealth Strategies
Ohio
$3.82M 171,387 +2,454 +1%
Wells Fargo
16
Wells Fargo
California
$3.37M 151,072 -59,665 -28%
9WM
17
9258 Wealth Management
Ohio
$2.73M 110,165 -2,300 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.6M 116,515 +116,515 New
OC
19
Oppenheimer & Co
New York
$2.59M 115,813 +7,526 +7%
CIC
20
Cutler Investment Counsel
Oregon
$2.52M 112,949 +2,800 +3%
LPL Financial
21
LPL Financial
California
$2.47M 110,575 -11,133 -9%
SWP
22
Stratos Wealth Partners
Ohio
$2.46M 110,223 -44,215 -29%
BWP
23
BSW Wealth Partners
Colorado
$2.45M 109,894 +109,894 New
HighTower Advisors
24
HighTower Advisors
Illinois
$2.45M 109,747 -82,410 -43%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.32M 103,727 +103,727 New
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