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WisdomTree US SmallCap Earnings Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
51
Means Investment Company
Maine
$816K -$73K -1,466 -8%
NC
52
NewSquare Capital
Pennsylvania
$762K -$128K -2,565 -14%
Goldman Sachs
53
Goldman Sachs
New York
$749K
FHA
54
Flagship Harbor Advisors
Massachusetts
$729K +$1.99K +40 +0.3%
Two Sigma Investments
55
Two Sigma Investments
New York
$722K +$409K +8,200 +130%
NRG
56
Nemes Rush Group
Michigan
$696K +$138K +2,761 +25%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$691K -$9.07K -182 -1%
Citadel Advisors
58
Citadel Advisors
Florida
$672K -$2.57M -51,585 -79%
PWP
59
Precedent Wealth Partners
Texas
$653K +$653K +13,113 New
Mariner
60
Mariner
Kansas
$624K +$624K +12,516 New
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$601K -$15.1K -303 -2%
SFP
62
Sweet Financial Partners
Minnesota
$598K +$49.8K +1,000 +9%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$543K -$175K -3,510 -24%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$535K
EP
65
Essential Planning
New Hampshire
$534K -$14.8K -297 -3%
SAM
66
S.A. Mason
Michigan
$532K
CA
67
Claro Advisors
Massachusetts
$516K +$10.7K +215 +2%
William Blair & Company
68
William Blair & Company
Illinois
$506K
TSWM
69
Tyler-Stone Wealth Management
Ohio
$492K -$59.1K -1,186 -11%
KFP
70
KMG Fiduciary Partners
Ohio
$446K +$1.25K +25 +0.3%
P
71
&Partners
Tennessee
$418K -$59.8K -1,200 -13%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$395K -$2.54K -51 -0.6%
CAM
73
Cresset Asset Management
Illinois
$385K
AWS
74
Atria Wealth Solutions
New York
$384K -$21.9K -439 -5%
LFPWM
75
Leicht Financial Planning & Wealth Management
New Jersey
$384K +$384K +7,709 New