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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

159 hedge funds and large institutions have $411M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
33
Reduced
58
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$29.4M
2
WA
2
Waverly Advisors
Alabama
$4.31M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.82M
4
LPL Financial
4
LPL Financial
California
$21.4M
5
GRP
5
Global Retirement Partners
California
$14.7M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$17.3M
2
Bank of America
2
Bank of America
North Carolina
$45.8M
3
SC
3
Savant Capital
Illinois
$14M
4
BPA
4
Beacon Pointe Advisors
California
$0
5
UBS Group
5
UBS Group
Switzerland
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$2.41M -$73.2K -1,357 -3%
Stifel Financial
27
Stifel Financial
Missouri
$2.35M -$8.63K -160 -0.4%
NC
28
NewSquare Capital
Pennsylvania
$2.31M +$1.2M +22,228 +108%
WIA
29
World Investment Advisors
California
$2.3M +$51.7K +958 +2%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.27M +$1.23M +22,725 +118%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.01M +$219K +4,060 +12%
IA
32
Insight Advisors
Pennsylvania
$1.97M +$28.9K +538 +1%
P
33
&Partners
Tennessee
$1.83M -$45.7K -847 -2%
Citadel Advisors
34
Citadel Advisors
Florida
$1.82M +$1.82M +33,770 New
AI
35
Atria Investments
North Carolina
$1.69M +$14.1K +262 +0.8%
DFP
36
Defined Financial Planning
California
$1.68M +$1.68M +31,229 New
NPI
37
New Perspectives Inc
Mississippi
$1.67M -$27.3K -506 -2%
HG
38
Herbst Group
Connecticut
$1.64M -$88.5K -1,640 -5%
FA
39
Forefront Analytics
Pennsylvania
$1.38M -$20.9K -387 -1%
Creative Planning
40
Creative Planning
Kansas
$1.35M – – –
CF
41
Claris Financial
Virginia
$1.32M +$1.32M +24,547 New
OC
42
Optima Capital
Oregon
$1.31M +$1.31M +24,203 New
KAS
43
Kestra Advisory Services
Texas
$1.17M +$196K +3,642 +20%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.13M -$182K -3,378 -14%
PFS
45
Prospera Financial Services
Texas
$1.11M -$6.26K -116 -0.6%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.08M +$232K +4,298 +27%
William Blair & Company
47
William Blair & Company
Illinois
$1.04M +$773K +14,331 +287%
HWM
48
Howard Wealth Management
Connecticut
$1.04M – – –
MWP
49
Moller Wealth Partners
$995K – – –
Jane Street
50
Jane Street
New York
$957K +$957K +17,745 New
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