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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

135 hedge funds and large institutions have $433M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
39
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.5M
2
Ameriprise
2
Ameriprise
Minnesota
$25.3M
3
FIM
3
Freedom Investment Management
Connecticut
$9.86M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3M
5
Bank of America
5
Bank of America
North Carolina
$38.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$672K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.62M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.07M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$326K
5
Wells Fargo
5
Wells Fargo
California
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.41M +$73.6K +1,478 +3%
IWP
27
Invenio Wealth Partners
Florida
$2.13M +$683K +13,708 +47%
RJA
28
Raymond James & Associates
Florida
$2.1M +$160K +3,221 +8%
Osaic Holdings
29
Osaic Holdings
Arizona
$2.08M -$172K -3,452 -8%
AAS
30
Avantax Advisory Services
Texas
$2.06M -$15.2K -306 -0.7%
SPIA
31
Steward Partners Investment Advisory
New York
$1.94M +$1.33M +26,685 +216%
AI
32
Atria Investments
North Carolina
$1.93M +$1.93M +38,791 New
HG
33
Herbst Group
Connecticut
$1.71M -$399K -8,000 -19%
FA
34
Forefront Analytics
Pennsylvania
$1.66M +$3.84K +77 +0.2%
IA
35
Insight Advisors
Pennsylvania
$1.58M -$40.7K -817 -3%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.52M +$1.52M +30,474 New
HighTower Advisors
37
HighTower Advisors
Illinois
$1.38M -$208K -4,169 -13%
Creative Planning
38
Creative Planning
Kansas
$1.24M +$128K +2,573 +12%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.24M +$33.3K +669 +3%
BPA
40
Beacon Pointe Advisors
California
$1.01M – – –
PFS
41
Prospera Financial Services
Texas
$999K -$122K -2,445 -11%
IF
42
Intrua Financial
Texas
$986K +$2.29K +46 +0.2%
HWM
43
Howard Wealth Management
Connecticut
$979K – – –
SAM
44
Smartleaf Asset Management
Massachusetts
$976K +$976K +19,390 New
TWD
45
True Wealth Design
Ohio
$970K -$8.32K -167 -0.9%
KAS
46
Kestra Advisory Services
Texas
$966K -$73.1K -1,467 -7%
MWP
47
Moller Wealth Partners
$921K – – –
WSCM
48
Wellington Shields Capital Management
New York
$905K +$905K +18,160 New
DC
49
Davenport & Co
Virginia
$876K +$1.5K +30 +0.2%
OPW
50
Oxler Private Wealth
New York
$854K +$2.49K +50 +0.3%
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