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WisdomTree US SmallCap Earnings Fund

116 hedge funds and large institutions have $331M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
34
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
51
Moller Wealth Partners
$726K -$940 -24 -0.1%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$699K -$18K -460 -3%
William Blair & Company
53
William Blair & Company
Illinois
$689K
RJA
54
Raymond James & Associates
Florida
$652K +$52.5K +1,341 +9%
NC
55
NewSquare Capital
Pennsylvania
$633K +$314K +8,025 +99%
Goldman Sachs
56
Goldman Sachs
New York
$589K
TSWM
57
Tyler-Stone Wealth Management
Ohio
$548K -$83.3K -2,127 -13%
SAM
58
S.A. Mason
Michigan
$499K
RA
59
RFG Advisory
Alabama
$497K +$497K +11,302 New
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$488K -$77.2K -1,972 -14%
FHA
61
Flagship Harbor Advisors
Massachusetts
$454K -$82.6K -2,107 -15%
CCA
62
Clearwater Capital Advisors
Illinois
$451K -$16.9K -431 -4%
SPIA
63
Steward Partners Investment Advisory
New York
$446K +$78 +2 +0%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$421K -$39 -1 -0%
CB
65
Commerce Bank
Missouri
$403K +$403K +10,286 New
BFG
66
Berger Financial Group
Minnesota
$392K
SFP
67
Sweet Financial Partners
Minnesota
$392K
LAS
68
LWM Advisory Services
Florida
$384K +$84.2K +2,151 +28%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$364K -$10.4K -265 -3%
KFP
70
KMG Fiduciary Partners
Ohio
$342K +$1.14K +29 +0.3%
P
71
&Partners
Tennessee
$329K +$329K +8,400 New
CM
72
Capital Management
Virginia
$311K +$311K +7,930 New
AWS
73
Atria Wealth Solutions
New York
$309K -$13.2K -338 -4%
CAM
74
Cresset Asset Management
Illinois
$303K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$288K +$3.96K +101 +1%