EES icon

WisdomTree US SmallCap Earnings Fund

126 hedge funds and large institutions have $386M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
42
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
51
Davenport & Co
Virginia
$778K -$25.6K -601 -3%
RJA
52
Raymond James & Associates
Florida
$735K +$25.3K +593 +4%
IA
53
Insight Advisors
Pennsylvania
$714K +$714K +16,735 New
NC
54
NewSquare Capital
Pennsylvania
$713K +$23.9K +560 +3%
Goldman Sachs
55
Goldman Sachs
New York
$640K
TSWM
56
Tyler-Stone Wealth Management
Ohio
$616K +$20K +470 +3%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$584K -$175K -4,116 -23%
LFPWM
58
Leicht Financial Planning & Wealth Management
New Jersey
$576K +$576K +13,535 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$531K +$128 +3 +0%
RA
60
RFG Advisory
Alabama
$498K -$54.8K -1,120 -10%
FHA
61
Flagship Harbor Advisors
Massachusetts
$496K +$2.39K +56 +0.5%
SPIA
62
Steward Partners Investment Advisory
New York
$485K +$85 +2 +0%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$479K +$332K +7,798 +226%
SFP
64
Sweet Financial Partners
Minnesota
$468K +$42.6K +1,000 +10%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$457K
SAM
66
S.A. Mason
Michigan
$457K -$85.2K -2,000 -16%
BFG
67
Berger Financial Group
Minnesota
$426K
CA
68
Claro Advisors
Massachusetts
$389K +$92.5K +2,173 +31%
KFP
69
KMG Fiduciary Partners
Ohio
$373K +$1.49K +35 +0.4%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$361K -$34.8K -817 -9%
P
71
&Partners
Tennessee
$358K
CCA
72
Clearwater Capital Advisors
Illinois
$338K -$153K -3,586 -31%
AWS
73
Atria Wealth Solutions
New York
$336K +$213 +5 +0.1%
Betterment LLC
74
Betterment LLC
New York
$327K +$32.5K +764 +11%
PA
75
PSI Advisors
Florida
$308K -$2.07M -48,611 -87%