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WisdomTree US SmallCap Earnings Fund

118 hedge funds and large institutions have $328M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
40
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NC
51
NewSquare Capital
Pennsylvania
$754K +$31.1K +720 +4%
FHA
52
Flagship Harbor Advisors
Massachusetts
$659K +$156K +3,615 +31%
KAS
53
Kestra Advisory Services
Texas
$551K -$20.7M -479,144 -97%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$539K +$43 +1 +0%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$518K +$32.4K +750 +7%
EP
56
Essential Planning
New Hampshire
$511K -$386K -8,938 -43%
SPIA
57
Steward Partners Investment Advisory
New York
$492K +$43 +1 +0%
SFP
58
Sweet Financial Partners
Minnesota
$475K
SAM
59
S.A. Mason
Michigan
$464K
William Blair & Company
60
William Blair & Company
Illinois
$439K +$245K +5,670 +126%
RA
61
RFG Advisory
Alabama
$434K -$5.84K -135 -1%
P
62
&Partners
Tennessee
$415K +$51.9K +1,200 +14%
CA
63
Claro Advisors
Massachusetts
$406K +$11.6K +269 +3%
KFP
64
KMG Fiduciary Partners
Ohio
$383K +$4.37K +101 +1%
PA
65
PSI Advisors
Florida
$371K +$57.7K +1,334 +18%
LFPWM
66
Leicht Financial Planning & Wealth Management
New Jersey
$354K -$231K -5,355 -40%
AWS
67
Atria Wealth Solutions
New York
$345K +$3.5K +81 +1%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$335K -$31K -717 -8%
Betterment LLC
69
Betterment LLC
New York
$335K +$2.38K +55 +0.7%
CAM
70
Cresset Asset Management
Illinois
$334K +$334K +7,728 New
BFG
71
Berger Financial Group
Minnesota
$331K -$102K -2,357 -24%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$315K +$9.16K +212 +3%
US Bancorp
73
US Bancorp
Minnesota
$284K
KWM
74
Kingsview Wealth Management
Oregon
$283K
Citigroup
75
Citigroup
New York
$279K +$203K +4,689 +265%