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WisdomTree US SmallCap Earnings Fund

145 hedge funds and large institutions have $405M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 4 closing their positions.

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
40
Reduced
54
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
51
Moller Wealth Partners
$927K
WSCM
52
Wellington Shields Capital Management
New York
$910K
OPW
53
Oxler Private Wealth
New York
$841K -$18.4K -368 -2%
DC
54
Davenport & Co
Virginia
$805K -$75.5K -1,506 -9%
FHA
55
Flagship Harbor Advisors
Massachusetts
$766K +$32.1K +641 +4%
Goldman Sachs
56
Goldman Sachs
New York
$753K
Two Sigma Investments
57
Two Sigma Investments
New York
$747K +$20K +400 +3%
NRG
58
Nemes Rush Group
Michigan
$732K +$31.7K +632 +5%
MIC
59
Means Investment Company
Maine
$714K -$106K -2,121 -13%
PWP
60
Precedent Wealth Partners
Texas
$714K +$56.8K +1,134 +9%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$656K -$38.3K -765 -6%
SFP
62
Sweet Financial Partners
Minnesota
$601K
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$588K -$16.5K -329 -3%
William Blair & Company
64
William Blair & Company
Illinois
$536K +$27K +539 +5%
EP
65
Essential Planning
New Hampshire
$534K
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$533K
SAM
67
S.A. Mason
Michigan
$523K -$12.5K -250 -2%
P
68
&Partners
Tennessee
$516K +$95.2K +1,900 +23%
TSWM
69
Tyler-Stone Wealth Management
Ohio
$478K -$16.2K -324 -3%
KFP
70
KMG Fiduciary Partners
Ohio
$450K +$1.3K +26 +0.3%
MML Investors Services
71
MML Investors Services
Massachusetts
$441K +$113K +2,246 +34%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$424K -$122K -2,429 -22%
CA
73
Claro Advisors
Massachusetts
$414K -$105K -2,101 -20%
Mariner
74
Mariner
Kansas
$410K -$218K -4,340 -35%
RA
75
RFG Advisory
Alabama
$402K +$19.5K +389 +5%